Finance Codex plugins

Publisher subtitle

AI-powered finance management

Publisher subtitle

Escrow and payment management

Publisher capabilities · listing

…orensics, 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

Publisher keywords · listing

accounting bookkeeping financial-close invoicing management-accounts xero quickbooks

Publisher description

…official sources, never paraphrased. Ask about bank licensing and prudential rules, technology risk management, liquidity risk, payment systems and Bakong, AML/CFT, or fintech policy. Amok searches a corpus built from Cambodia's official sources — the National Bank of Cambodia's laws, prakas, and gu…

Publisher description

…today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations and concentration, real assets beyond listed securities, open compliance breaches and unread alerts, and what is on your calendar. Every answer is da…

Publisher description

Connect ChatGPT to your Atominvest platform to query Portfolio Management or Investor Management data, including portfolio company metrics, investor data, and fund commitments, directly from your conversation. Retrieve financial KPIs such as revenue, EBITDA, and…

Publisher description

…led communications, and send personalized payment reminder emails. Billabex centralizes receivables management, customer communication, invoice follow-up, credit control, and debt collection workflows so businesses can reduce late payments, improve cash flow visibility, save time on repetitive colle…

Publisher description

…x. Explore annual reports, earnings materials and other company disclosures with citations; compare management guidance with later company-reported outcomes; examine management-claimed advantages alongside listed peers; understand revenue segments; review market transactions and corporate actions; a…

Publisher description

Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate fina…

Publisher description

…your existing permissions, so every reply is scoped to what you can already see. Make your treasury management system a native part of your AI workflow, without leaving the conversation.

Publisher description

…e platform for SMEs and freelancers across Europe, combining a business account, invoicing, expense management, and accounting in one place. This connector gives ChatGPT access to your Finom business data. Ask about transactions and spending across your accounts, look up invoices and payment status,…

Publisher description

…atGPT. It covers congressional stock trades, U.S. federal and defense contracts, lobbying activity, management commitment history, upcoming market catalysts, prediction-market odds, and cross-signal convergence. Results depend on subscription tier and are informational only, not investment advice. W…

Publisher description

Control your business by chatting with ChatGPT. HelpDol is an AI-powered financial management app for sales professionals, service providers, self-employed workers, freelancers, contractors, and small business owners. Connect your bank account once in the HelpDol app and your income…

Publisher description

…ontemporaneous material-participation records for tax purposes. Through ChatGPT, users log property-management activities as they happen ("log 90 minutes of turnover cleaning at Beach House yesterday"), review their activity log with date, property, and category filters, check year-to-date hours aga…

Publisher description

…thorized users controlled access to DATEV accounting, payroll (Lohn und Gehalt and LODAS), document management, order management, and master data through ChatGPT. It supports guided discovery, scoped list and detail lookups, financial reporting, DMS metadata and content search, document retrieval, o…

Publisher description

…UK cyber insurance quotes • Outline key limits, excesses, and optional extensions • Highlight risk management considerations that may impact pricing Once you’re ready, you can seamlessly move from quote to active broking support with Meshed. A specialist cyber insurance team will review your requir…

Publisher description

…litative insights. It combines comprehensive entity information, such as financials, ownership, and management, with Moody's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroecon…

Publisher description

…Powered by a global newsroom trusted by the largest banks, brokerages, professional trading, wealth management and research applications globally, every story is built for AI — so you get answers grounded in live market intelligence, not stale data. What you can do: • Get the latest news on any tick…

Publisher description

…supported accounting platforms and ask questions about cash, performance, KPIs, unusual movements, management information and estimated tax indicators where supported, directly from ChatGPT. Nella provides clear summaries based on the latest available accounting data and identifies when professiona…

Publisher description

…an invoice by voice? Norman securely connects ChatGPT to your financial workspace, making financial management effortless.

Publisher description

Power your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst tools — drawing AI-powered deep equity research across…

Publisher description

…g reports, category reports, financial reports, and monthly budget summaries. It helps with expense management, money management, budget management, and everyday personal finance without spreadsheets or a separate finance app.

Publisher description

…y support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categoriz…

Publisher description

…t supports forex, metals, crypto, stocks, indices, futures, and CFDs. TradingNX is educational risk-management software only and does not provide buy, sell, hold, investment, or financial advice.

Publisher description

The Vestd connector gives your AI direct access to your company's equity management data - shareholders, share classes, option grants (EMI, ESOP, CSOP, unapproved, growth shares), stock transfers, valuations, dividends, directors, and statutory filings (SH01s, confirmation…