Finance Codex plugins

Publisher description

…s, invoices, 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…

Publisher description

…uestions where the authority is scattered - Building the technical support behind a memo, a client email, or a workpaper - Getting oriented on an issue outside your usual specialty Because the connector runs inside ChatGPT, the research sits alongside the rest of your work. You can pull up a client…

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…tart with read-only access. Users enable writes separately for each company; deleting, voiding and emailing documents require explicit confirmation. Caribooks records bookkeeping entries and does not transfer money or process card charges. Features depend on the account's existing access. Caribooks…

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…Dospay ChatGPT App gives users access to general business information such as website and contact email address. The app also allows users to get in touch with the Dospay team.

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…ice, Proforma Invoice, Quote or Credit Note, check the totals Essentio computes, then issue it and email it to your Client. Record the payments your Clients made, and read a month's Reported VAT and Income from Essentio's own reports to see what is done and what is still open. The plugin acts only f…

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ExpenseBot helps people capture receipt images and PDFs, search and organize expenses, monitor Gmail receipt scans, analyze spending and income, manage expense reports, prepare client invoices, and send confirmed reports to supported accounting destinations through ChatGPT.

Publisher description

…r execute transactions. A C8 FX Hedge subscription is required; you sign in with your subscription email and a one-time code - no API keys.

Publisher description

…oney-moving actions show a preview and wait for your confirmation. Sensitive data such as customer email addresses are partly hidden before the model sees them. Bank account details are never shared. Building on the GoCardless API? Ask for integration guidance and code samples, and connect to Sandbo…

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…sale rate sheets and program guidelines. When the deal fits, the investor receives a term sheet by email with a PDF: note rate, two origination options, monthly payment, DSCR, prepayment terms and lender fees, plus alternate loan products where available. When a deal needs a closer look, the investo…

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…free and needs no account. The market and portfolio tools work the moment you connect. An optional email sign-in exists only to remember your settings between sessions. One thing Jawz deliberately will not do is tell you what to buy or sell. It shows what is true about the market and your positions,…

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…and keeps every version so you can undo or restore. New figures or a changed stance from a founder email wait for your review in PrefMark.

Publisher description

…ık/Fırsat raporları oluşturma; mevcut raporun içeriğini okuma; raporu veya hazırlanan bir tabloyu mail/WhatsApp ile kendinize gönderme. • Varlık Yönetimi: Portföy panosu (değer/trend/teknik-plan/pazar potansiyeli), varlık listesi ve tek varlık detayı (emsal karşılaştırma, pazar göstergeleri, yatırım…