Finance Codex plugins

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Indian stock market documents

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Document AI OCR HITL Labeling

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AI bookkeeping from documents

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…case continuity and conflict tracking Address-to-county resolution with county parcel confirmation Document and proof-of-filing review Reminder-ready verified deadline tracking

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…Financial statements, key indicators, and ratios Company filings search and summarization Research document search Earnings-call transcript search News monitoring Peer identification Sector outlook and country-risk context Managers, directors, and key officers

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…across currencies, and more. Seamlessly build and debug your integration by connecting Airwallex's documentation to ChatGPT, allowing ChatGPT to implement integration best practices.

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…Do NOT provide payment data (bank account numbers, IBANs, payment card details), national identity documents (DNI/NIE), passport numbers or any other sensitive personal identification data through this chat. Such data should only be provided through Allianz Direct's secure contracting environment.…

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…read Characteristics and Risks of Standardized Options (https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document) before investing in options. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and disclosures from…

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Fluxo estruturado de pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, pares, cenários e fontes rastreáveis.

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…an, truck, camper, trailer… The assistant computes a real price, can read your vehicle registration document for accuracy, and returns a pre-filled link to the online quote tool. You review the details, read the IPID, and complete the subscription and payment on the partner's secure site.

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…sheets and income statements, compare company rankings, and read publications with links to source documents on Balanços.AI. Financial figures are shown in Brazilian reais, with reporting periods and available data update dates. Coverage is expanding, and some periods or documents may be unavailabl…

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…s into accounting-ready files in ChatGPT. Upload PDF, CSV, Excel, OFX, QBO, QFX, MT940, or CAMT.053 documents and export to CSV, Excel, QuickBooks, OFX, QFX, MT940, CAMT.053, JSON, Xero, Sage, MYOB, UBL, Peppol, and more. Review supported formats, confirm your upload, track conversion status, and do…

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…s using SEC EDGAR filings. Find companies by name or ticker, search filing text, browse filings and documents, inspect financial statements and tables, and review reported institutional holdings and insider transactions. The app retrieves public filing data; it does not execute trades or submit or m…

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…um news, with every answer grounded in real, citable sources instead of guesses. Search billions of documents spanning 25+ years, including 10M+ new public news documents monthly, 200+ premium news sources such as Financial Times, Benzinga, MT Newswires, CNBC and more, filings across 50+ countries,…

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…orkspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, manage expense claims, run prepayments, accruals and depreciation, read profit and loss, balance sheet and aged reports, and raise sales invoices and manual journals on Briefcase Ledger for…

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…rwriting facts — NOI, rent rolls, cap rates, debt terms — and trace every number back to its source document. Verify what’s supported, flag what isn’t, and get a clean deal overview in seconds. Built for acquisitions teams, analysts, and investors who need answers they can defend.

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…reports and budgets; inspect close tasks, attachments, and support cases; and search Campfire help documentation. With the necessary access, you can create, update, and delete supported accounting records and manage budgets, tags, and custom fields. Existing permissions, applicable approval require…

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…sh or French. Review financial reports and open invoices, find expenses missing receipts, and match documents from the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be reviewed in the Caribooks portal. A Cariboo…

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…markets, breaking crypto news, and semantic search across crypto concepts, whitepapers, and project documentation.

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…, investor presentations, earnings transcripts and company presentations, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundation for any quantitative financial analysis in ChatGPT.

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…t Online administration to retrieve and analyze financial, CRM, project, sales, banking, asset, and document data; create and maintain selected ERP records; and run month-end close and cash-flow forecasting workflows.

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…umber, filing date and XBRL concept behind each value, so any figure can be checked against the SEC document. The server states no opinions and gives no investment advice: it reports what the filer said and how it reconciles. Coverage is US domestic 10-K and 10-Q filers. Figures are in the filer's r…

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…uring research. Search cases and court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metadata. Responses are grounded in underlying court filings and source links with verifiable citati…

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…p-dive balance sheet metrics, brokerage expectations, and instant access to public disclosure (KAP) documents. Data collected: ForInvest account credentials (for OAuth authentication), symbol codes and date ranges you query, and session identifiers. Tool inputs and outputs are not stored beyond the…

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…sfers. Data is informational only and is not investment advice. News/social tools are on Gate News; documentation tools are on a separate MCP server. Production MCP URL: https://api.gatemcp.ai/mcp/open/info (Streamable HTTP, no auth).

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…on for a specified date. Read treaty provisions and their tax-effect dates, locate passages in long documents, and retrieve published legal changes. Use the cited sources to support research notes, client work and internal tax analysis. Coverage, historical depth and applicability evidence vary by s…

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…gives authorized users controlled access to DATEV accounting, payroll (Lohn und Gehalt and LODAS), document management, order management, and master data through ChatGPT. It supports guided discovery, scoped list and detail lookups, financial reporting, DMS metadata and content search, document ret…

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…d the businesses behind them, review the offers and funder placements attached to a deal, see which documents are still outstanding, and move a deal to its next workflow status. Users sign in with their own Lendflow account and see only the records that account already has access to.

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…'s commercial real estate workspace. Users can inspect and manage deals, indexed deal facts, source documents, memos, checklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account access, and current market reference rates.

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…r LLMs. The Octus MCP Connector™ delivers proprietary intel, issuer fundamentals, private data room documents and covenant analysis across 95%+ of the sub-investment grade credit universe. Query permissioned content in real time using natural language, power autonomous agent workflows and ground you…

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…naturel : consulter ses biens, locataires, soldes, écritures comptables, transactions bancaires et documents (baux, quittances, états des lieux) ; générer les quittances de loyer et avis d'échéance en PDF ; enregistrer ou corriger des écritures comptables (loyers, charges, travaux) ; préparer les p…

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Quartr helps users research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and financials. It also lets users manage Quartr research assets such as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters throug…

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…ot through ChatGPT. Logs created here sync to those apps, so your records stay in one place for IRS documentation.

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…n every run. Describe a process in plain language and Savvy plans it with you, builds it in Savant, documents it, and verifies it against your data – ready to run identically every close.

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…parable offers and coverage details. To skip the form, users can drag and drop their current policy document into the widget — it is processed server-side only (extracted text used solely to pre-fill the quote, never sent to the model). Final checkout happens on seguromatch.com; nothing is purchased…

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…lps merchants and brokers complete business financing intake, upload bank statements and supporting documents, and track financing applications. Authenticated Specter users can review their own recent applications, facilities, lender submissions, and offer status.