Finance Codex plugins

Publisher keywords · listing

…vfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracker process-tracker debt-capacity dashboard html-dashboard diligence-dashboard

Publisher description

…PT about transactions, settlements, refunds, etc. and get instant answers without logging into your dashboard. What you can do: 1. Retrieve transaction and order details 2. Check settlement and refund status 3. View payment analytics by date, method, or geography 4. and more.

Publisher description

…analyze market trends, and manage your account using natural language. Use Alpaca’s Trading API and Dashboard directly if you want to execute your orders. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and disclosures from Alpaca Clearing and Alpac…

Publisher description

…ee Payments and manage your entire payments ecosystem through natural conversation. Access merchant dashboard data instantly — including payments, orders, refunds, settlements, payouts, payment links, reconciliation reports, transaction activity, and workflows — without jumping between tools or dash…

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…ugh conversation. Ask questions about your customers, accounts, and transactions without navigating dashboards or writing API calls. What you can do: - Look up customers and filter by KYB status, type, or name - View onramp, offramp, and swap account details - Browse transaction history with fees, e…

Publisher description

…ight inside ChatGPT. Ask about your tax filings, deadlines, P&L, invoices, bills, and cash flow- no dashboard needed. Built for cross-border startup founders managing US compliance and bookkeeping. The connector is read-only, so your data stays safe while ChatGPT gives you instant answers from your…

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…look up specific orders, check recent outages, and inspect gateway settings — all from your Juspay Dashboard, inside ChatGPT.

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…grounded in your own data. Upload statements once, then explore your finances by simply asking — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.

Publisher description

…ecent transactions, track recurring bills, and analyze spending by category without digging through dashboards or statements. Nexafin is privacy-first and read-only. It cannot move money or access sensitive credentials. You stay in control of what data is shared and can disconnect at any time. Try a…

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…esis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos.

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…or "Find refunds from last week." Perfect for merchants who want quick insights without navigating dashboards. View transaction details, track settlement timelines, check saved payment methods, and analyze your payment activity—all through natural language. What you can do: 1. Retrieve payment and…

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…ough 25+ different metrics • Get access to full historical data • Answer research questions without dashboards or SQL Built for investors, analysts, developers, and researchers who want reliable blockchain data in a clean and standardized format. A Token Terminal account is required. A free tier is…

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…nd questions, and inspect round terms and history. Authorized founders can review their fundraising dashboard and investor directory; syndicate managers can inspect members, investments, deals and activity. With separately granted permissions, follow or unfollow companies. Capability-gap reporting s…

Publisher description

…n Whisper Money account so you can analyse your money in plain language instead of clicking through dashboards. Ask questions like "how much did I spend on groceries last month", "what's my net worth trend this year", "which subscriptions are draining me" or "break down Q2 by category" — the app rea…