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Finance Codex plugins

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Finance plugins 16

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LedgerLensEdukas Solutions LLCLedgerLens turns your transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or s...

Plugin name

LedgerLens

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Publisher description

LedgerLens turns your transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or specific merchants and get instant answers grounded in your own d…

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FinanceVersion 1.0.0
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Pocket Ledger Expense TrackerAlireza SalighehPocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, t...

Plugin name

Pocket Ledger Expense Tracker

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PocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, track spending, search your transaction history, spot possible duplica…

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FinanceVersion 3.0.0
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BriefcaseBriefcaseBriefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profi...

Publisher subtitle

AI-native bookkeeping & ledger

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Briefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profit and loss, balance sheet and aged debtors, raise invoices, post journals…

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Publisher full description

…s bookkeeping and month-end automation for accountants, connected to Xero, QuickBooks 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…

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FinanceVersion 1.3.0
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Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs...

Publisher capabilities · listing

…ary-source public-company research Accounting, valuation, forensics, and risk calculations Evidence ledger and claim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thirty-six sector model templates Automated research audits

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FinanceVersion 2.0.0
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CryptoworthCryptoworth Inc.

Publisher description

…ypto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-onl…

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FinanceVersion 1.0.0
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FahaliFuture Legends Inc

Publisher description

…across crypto and equities/ETFs. Every signal is resolved against realized price in an append-only ledger. All 22 tools are read-only — no order routing, no path to capital. Engines without enough resolved outcomes report 'calibrating' — never an invented number. Observation, not financial advice.

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FinanceVersion 1.0.0
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FurtherFurther Finance Ltd

Publisher description

…istributions, look up portfolio company holdings and returns, reconcile bank accounts, pull general ledger and trial balance data, and answer other questions based on your live Further data.

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FinanceVersion 1.0.0
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LightsplitPING-HSIEN CHOU

Publisher description

Lightsplit is a shared group ledger designed for trips, households, and teams, managed entirely through conversation. Easily create groups and share access via Web, LINE, or Telegram. Track expenses, income, and settlements with…

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FinanceVersion 1.0.0
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ManiloBorys Harholinskyi

Publisher description

Your personal finance advisor, with your full ledger at hand. Log expenses by voice, photo, or chat and let Manilo categorize them. Set budgets per category or period and stay on track with proactive checks. Plan recurring income and expenses, an…

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FinanceVersion 2.0.1
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SplitEasyPRANAY MANDADAPU

Publisher description

SplitEasy is a free expense ledger. After you connect your account, ChatGPT can show who you owe, who owes you, list friends and groups, preview an equal split, and add an expense in your name after you confirm. ChatGPT cannot s…

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FinanceVersion 1.0.0
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SuitolyShigeki Yoshioka

Publisher description

…GPT to search, record, and summarize your finances in natural language. What you can do: - List the ledgers you have allowed ChatGPT to use - Search entries by keyword, date range, amount, or category - Record a new income or expense entry - Generate a report with monthly and category breakdowns You…

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FinanceVersion 1.0.0
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Validis (AU)Validis Group Holdings Limited

Publisher description

Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying…

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings Limited

Publisher description

Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying…

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings Limited

Publisher description

Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying…

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings Limited

Publisher description

Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying…

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FinanceVersion 1.0.0
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WalleKEmrah Kahvecioglu

Publisher description

WalleK is a personal finance ledger. Through ChatGPT it can add an expense or income, look up what was spent over a period, break spending down by vendor or category, show account and card balances, list recurring bills and mark…

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FinanceVersion 1.0.1
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