Finance Codex plugins

Publisher description

facturillo keeps your Panamanian receipts ("facturas") organized automatically. Scan the DGI QR code and every line item, vendor, and total is captured. This app connects ChatGPT to your facturillo account, so you can ask natural questions about your real spending: "How much did I spend on groceries last month?", "Where did I buy this?", "Which store do I… …t on facturillo's server, which you open through a private link that expires after 15 minutes. Each export writes a new file and counts against the account's daily export limit, a repeated export included. These tools need a connection approved for reading and adding. If you turn on "Write permissio…

Publisher description

…nancial aggregates (revenue, EBITDA, debt, cash, whether a fund sits on the cap table). Match a CRM export or a spreadsheet to the right SIREN numbers in bulk; the tool declines to guess when the identification is ambiguous rather than returning a plausible wrong answer. Profile. Identity, activity, headcount, directors, industry codes for a single company in one call, plus a directed map of its group: holdings, subsidiaries, sister companies, shared directors. Financials. Income statement, balance sheet and ratios across cons… …ad back what changed and mark signals as handled. These objects are the same ones the Insourcia web app uses: whatever your assistant saves, you find in your account. Data comes from the French public registries (INPI/RNE, INSEE, BODACC, DECP) and sector sources, consolidated and reconciled by us. A…

Publisher full description

…Look up field definitions and allowed values. - Open decision-maker records, and read, save to and export your own YedaBase lists and notes, where your account includes them. - Follow YedaBase's seven built-in playbooks (Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Ou… …k the database step by step. You sign in with your YedaBase account using your email and a one-time code. When you connect, you choose the workspace and what to share: dataset, contacts, and workspace (lists and notes). What you can open depends on your YedaBase account. For firms in the EU, UK, Swi… …s contact names and roles only. YedaBase enriches your data. Your data never enriches YedaBase: the app reads YedaBase records and stores only the lists and notes you choose to save in your own workspace.