Finance Codex plugins

Publisher description

…nks, reconciliation reports, transaction activity, and workflows — without jumping between tools or dashboards. Built for both operational visibility and developer workflows, the platform is evolving beyond dashboard actions to support the full suite of Cashfree Payments, Payouts, SecureID, PPI, and…

Publisher description

…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

…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…

Publisher description

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

Publisher description

…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…

Publisher description

…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…

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…