Finance Codex plugins

Plugin name

GoCardless

Plugin name

Nogogo AI

Plugin name

YNAB: Get Good At Money

Publisher subtitle

Compara catálogo de seguros

Publisher capabilities · listing

Financial coaching guidance Authorized-context interpretation Savings/Goals recognition Priority-based guidance (deficit, debt, goals) Mobile-friendly financial explanations

Publisher keywords · listing

cashback credit-cards shopping rewards merchant-category-code

Publisher

NATAN LOCATELLI GORIN

Publisher

SANTIAGO POVEDA PEÑA

Publisher

JAROSLAV GOLIS

Publisher description

Aave helps users explore live Aave V3 and V4 markets, review wallet positions and DAO governance, simulate lending actions, and prepare non-custodial transactions or signed-order workflows through ChatGPT.

Publisher description

…nse details before saving, and ask read-only questions about your existing expenses, merchants, categories, and spending trends. An active paid AI Expense subscription is required.

Publisher description

…s stands. With Akaunting, you can invoice customers and track payment status, log expenses with categories and tags, and connect bank accounts to streamline reconciliation. You can also run financial reports, such as profit & loss and cash flow, to understand performance over time. Designed for prac…

Publisher description

With the Aleph MCP Server, you can: - Plug into a governed source of truth for clean, structured cross-system data from 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run…

Publisher description

…GPT, we bring the Allianz experience directly into your digital daily life: clear and reliable. Our goal is to make information about insurance as accessible as possible—with the quality, transparency, and trust that Allianz stands for. Within ChatGPT, we help you discover potential solutions tailor…

Publisher description

…uency preference. The Service does not collect national identification documents or any special categories of personal data.

Publisher description

…and building trading strategies. Check forex and currency exchange rates, global commodity prices (gold, silver, oil, natural gas, agricultural goods), and economic indicators like GDP, CPI, inflation, unemployment, treasury yields, and the federal funds rate. Built for portfolio analysis, valuatio…

Publisher description

…an engagement runs on. With this app you can ask about a company's P&L, indicators, budget and categorized transactions for any month; review an individual client's overview, household budget and transactions; and read the consulting deliverables attached to each engagement, or publish a new one. R…

Publisher description

…ies équivalentes ; un conseiller peut ensuite vous rappeler gratuitement. Service proposé par JeRenegocie, courtier en assurance inscrit à l'ORIAS. Estimations indicatives, sans engagement.

Publisher description

…e Zahlungen sind ausstehend?', 'Show me the payments to TK', 'Zeige mir die letzten 3 Zahlungen von goldgas', 'Welche Regeln habe ich?' and 'Muss ich eine Bankverbindung erneuern?'. Answers come from the user's own transaction history, monitoring rules and bank-connection status; the app never moves…

Publisher description

…s, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent customers, inspect complete account and communication histories, monitor collection priorities…

Publisher description

…Ask the question the way you would ask a colleague. Bizora interprets it, researches it against the governing authority, and returns a reasoned answer with citations you can open and verify yourself. Responses point back to the sources that control the issue, including the Internal Revenue Code, Tre…

Publisher description

…atGPT to a structured database on 1,800+ stocks & ETFs: business model, key figures, balance sheet, governance, ESG, peers and supply chain. Facts only, no investment advice, recommendations or price targets.

Publisher description

…no account: seven assets including Bitcoin, Ethereum, Solana, XRP, the S&P 500, the Nasdaq 100 and gold, and two plans per comparison. A BTC DCA Engine account covers the rest of the catalogue, larger comparisons, and the risk, inflation, lump-sum and rules-based overlays.

Publisher description

…d custom fields. Existing permissions, applicable approval requirements, and closed-period controls govern changes. OAuth tool calls are recorded in your connection audit history. Reading attachment content includes an AI safety scan that counts toward your company Ember AI spend.

Publisher description

CapyCash helps users track income and expenses, organize categories and lists, and understand spending patterns from their own financial data. Users can ask for summaries, recurring expense detection, affordability checks, savings simulations, and goal-based sc…

Publisher description

…t retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers, and generation of Clarifo-branded visual cards from user-authored stories.

Publisher description

…conversations: log expenses, track budgets, check account balances, and organize your financial categories quickly, securely, and automatically.

Publisher description

…rket data and predictive signals into the AI tools and agents you already use. Built for investors, go-to-market teams, product builders, and anyone else who needs answers, not just search results. Ask in plain English. No code, no technical training. The MCP figures out the filters, fields, and con…

Publisher description

…gs and events: recent SEC filings, 8-K item events, and a delta feed for agent loops. - Context: 16 government macro series and sector capital-cycle aggregates. - Pre-2009 annual fundamentals parsed from text filings (FY1995 to FY2009), kept separate from the XBRL record and served with per-fact pro…

Publisher description

…account to ChatGPT — then ask it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money went — Compare s…

Publisher description

…at haven't been reimbursed yet." - "Find my receipts from Uber over the past 30 days." - "Which categories am I spending the most on this month?" Read-only. This plugin never creates, modifies, or deletes anything in your account.

Publisher description

…als: income statements, balance sheets, cash flow..., and track macroeconomic indicators, FX rates, gold, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietn…

Publisher description

…d data, CreditSights intelligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environments with enterprise-grade authentica…

Publisher description

…ermite analisar DRE por período, acompanhar Fluxo de Caixa, abrir drill-down de lançamentos por categoria, consultar o plano de contas, as contas bancárias, os centros de custo, as formas de pagamento e o cadastro de pessoas, e selecionar empresas quando a conta tiver múltiplas empresas. Com autoriz…

Publisher description

…ets ChatGPT answer real questions about your subscription business in plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like "What was my MRR churn by month this year…

Publisher description

…urnover cleaning at Beach House yesterday"), review their activity log with date, property, and category filters, check year-to-date hours against their material-participation goals (100 hours for STR, 750 for LTR) with on-pace status, and cross-reference synced guest reservations when reconstructin…