Finance Codex plugins

Publisher capabilities · listing

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

Publisher description

Bull AI brings company documents and data for NSE/BSE-listed Indian companies into ChatGPT and Codex. Explore annual reports, earnings materials and other company disclosures with citations; compare management guidance with… …utcomes; examine management-claimed advantages alongside listed peers; 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, manage…

Publisher description

…s business owners and bookkeepers work with their QuickBooks Online companies in English 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…

Publisher description

Photon Commerce processes financial documents into actionable data. Instantly process invoices, receipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerce website for full control. Beyond extraction, retrieve recent document history, view profile details, and monitor your API usage limits. Effortlessly digitiz…

Publisher subtitle

AI bookkeeping from documents

Publisher description

…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.

Publisher description

…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 download the completed file. No bank login or payment transfer is performed.

Publisher description

…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 modify filings.

Publisher full description

…oks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace 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…

Publisher description

…rns commercial real estate due diligence into a conversation. Pull up your CRE deals and portfolio, review underwriting 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.

Publisher description

…. Chapter 11 bankruptcy and restructuring 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…

Publisher description

…ending teams work their pipeline from ChatGPT. Look up applications and 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.

Publisher description

REPSLog helps real estate professionals log and review the work hours that count toward Real Estate Professional Status (REPS) for U.S. tax purposes. Connect your REPSLog account and you can add a time log in plain language (for example, "log 2 hou… …ot through ChatGPT. Logs created here sync to those apps, so your records stay in one place for IRS documentation.

Publisher description

…ayer: a deterministic processing engine that returns the same result every cycle, human-in-the-loop review at the points that need judgment, your institutional process knowledge captured as reusable context, and governance and SOX controls that produce a full audit trail on 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.

Publisher description

…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.