Finance Codex plugins

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InvoiceParser Pro reads invoices: digital PDFs, scans and phone photos. Attach an invoice and ask for a spreadsheet, a check of its math, or its data as JSON. What it does: - Invoice to Excel: the header fields, every line item, and download links to an… …urrency, totals, tax lines and every line item as JSON, with High / Medium / Low confidence for the document and for each field. Each invoice keeps the currency it was issued in. - Get a result: fetches a document that was still being read when its call returned. Optional saved-workspace management: - Discover current capabilities, copyable examples and captioned training without reading private records: https://invoiceparserpro.com/ai-assistants/workspace. - Read the connected workspace, work queue, saved documents and invoices, validation checks, spending, cash flow and budgets. - Preview a…

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FamilyOFX connects ChatGPT and Codex to one family office organisation you approve at sign-in. Ask for a portfolio summary, holdings, documents, contacts, tasks, deals, and calendar. Read tools return live data for that organisation. Create and update tools do not change records until you accept the pending action in FamilyOFX under AI Agents. The connector cannot move money, delete th…

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Territorio.io turns Italy's public property records into plain answers. Give a municipality with sheet and parcel number, or an address, and get the cadastral parcel with its area — then what the municipal plan says about that exact spot: what may be built, which constraints apply, ground suitability, seismic risk, with links to the official planning documents. For court auctions, search lots by court or municipality and open a sale: starting price, minimum bid, bidding deadline, and who to contact for a viewing. Coverage: cadastral parcels and au…

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Veridion Markets lets you search the financial disclosures that members of Congress and executive-branch officials file with the US government, and links every result to the original filing. What you can do: - Find disclosed trades by ticker, member, or chamber (House, Senate, or exe… …y the US Office of Government Ethics. Veridion collects these itself from the government systems of record. Each result includes a receipt link to the government's own document so you can verify it. Limits: Amounts are the ranges stated on the filing, not exact figures. Disclosures can be filed up to 45 days after a trade, so recent activity may not appear yet. When…

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Impact is an economic calendar for traders. This plugin lets ChatGPT read Impact's calendar and its historical market measurements, so you can ask things like "What is on the economic calendar this week?", "Show me the last six US CPI prints" or "How did markets react to the last US payrolls release?". Five read-only tools: - list_releases: scheduled and past releases (CPI, payrolls, GDP, central bank rates and more) between two dates, with the time in UTC, the country, and the actual figure, consensus forecast an… …with how far it went. It only reads, and cannot change anything in your Impact account. It returns recorded facts, not forecasts, trading signals or investment advice. Requirements: an Impact account with AI app access. You sign in to Impact once when you connect, and ChatGPT never sees your passwo…

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The F Suite is a members-only community of CFOs and their finance teams. Floyd brings the community's collective experience and knowledge into ChatGPT and Codex, so finance leaders can see what peers at comparable companies and in similar situations actually did before making a decision. Floyd has two read-only tools: get_peer_insights answers questions of practice and judgment: how CFOs structure a board package, what a normal burn multiple looks like at Series B, how teams handled a covenant breach or a re… …+ discussion threads across eight CFO peer networks, shared models and templates, and F Suite event recordings. find_vendors names specific software vendors; audit, accounting, and tax firms; service providers; and individual practitioners. Its recommendations come from 6,000+ peer mentions rather t…

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LedgerLens answers questions about the financial records you already keep in LedgerLens: transactions extracted from the statements and receipts you uploaded on the web, the budgets you set, and the income, bills, and balances you saved. Seven read-only tools are available. List recent transactions. Search transactions by merchant, description, date, amount, type, category, or source document. Total debit spending by category for a date range. List u…