Finance Codex plugins

Publisher subtitle

Query customers and accounts

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…iew of your accounts so you always know where your business stands. With Akaunting, you can invoice customers and track payment status, log expenses with categories and tags, and connect bank accounts to streamline reconciliation. You can also run financial reports, such as profit & loss and cash fl…

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…emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent customers, inspect complete account and communication histories, monitor collection priorities, update customer and billing records, manage contacts, pause or resume automated payment reminders, respo…

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…s; understand revenue segments; review market transactions and corporate actions; and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly separates reported facts, management claims and interpretation.

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…anies, run diligence in seconds, and act on opportunities before other firms catch on, or give your customers foresight into market movements directly in your product, without the engineering lift. Build lists you can return to. Save companies as you find them. A search today becomes a pipeline you…

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…ment behavior, and predictive risk indicators for [Company Name]." Monitor portfolio health: "Which customers in my portfolio show elevated risk or signs of deterioration?" Prioritize risk management activities: "Which customers should I review first based on recent alerts, exposure, and risk change…

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Connect your GoCardless account to look up payments, customers, mandates, payouts, and refunds, and to take actions such as creating payments, issuing refunds and cancelling mandates. You choose what permissions to authorise when you connect. Money-movi…

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…, cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like "What was my MRR churn by month this year?", "Show retention for customers who signed up in Q1", "Which plans are growing?", or "List my top customers by MRR". All figures c…

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…, generate receipts for helpers and clients, pull your yearly report for the accountant, and charge customers by card or payment link — all from the chat.

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Connect ChatGPT to Hyperline to manage quotes, invoices, subscriptions, customers, products, pricing, taxes, wallets, and revenue data. Use it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows from your Hyperline ac…

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Read your invoices, cash position and P&L — and draft new customers, invoices and bulk price updates for you to approve inside Laabam.One.

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…ensive company coverage - Account Prioritization – identify and prioritize high-value prospects and customers and support more sophisticated opportunity scoring by combining company-level data with market-level indicators. - Territory Design – support geographic and account planning by highlighting…

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…as taken. This app is information only and does not place, change or cancel orders. Phillip Capital customers place orders through the firm's own channels, including MobilG and Phillip Capital's separate order connector for AI assistants, which is offered directly by the brokerage under its own cust…

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…You can ask questions about delivery times, fees, rates and more. Remitly is trusted by millions of customers who rely on it to send money home, donate or have local currency while traveling abroad. Our customers and their recipients are located in over 170 countries across the globe, and Remitly of…

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…lps finance teams retrieve financial data and manage accounting records, including invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

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…T with the ability to retrieve and manage payments, subscriptions, invoices, refunds, disputes, and customers. Build and debug your payment integration quicker than ever by searching the Stripe documentation and getting integration recommendations without needing to leave ChatGPT.

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Check your P&L, cash position, outstanding invoices, top customers and more — directly from ChatGPT. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. ChatGPT conne…