Finance Codex plugins

Publisher full description

Pappers donne à ChatGPT accès à la donnée légale française, issue de plus d'une centaine de sources officielles mises à jour quotidiennement. - Entreprises : recherchez des sociétés par nom ou par crit… …internationales. - Justice : explorez la jurisprudence et la législation françaises, et obtenez des notes de recherche juridique sourcées. - Immobilier : interrogez les données cadastrales et immobilières (parcelles, propriétaires, ventes, bâtiments, diagnostics de performance énergétique). - Politi…

Package name

app-6a843a16915481919f370eedc589391c

Publisher description

Analyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key positive, negative, and neutral signals from earnings materials. It is designed to make financial resea…

Package name

app-6a989bd098e88191a192cc83b62f186f

Package name

app-6a84a2b67b2c81918fa5a978f052d64a

Publisher full description

…unded research workflow. Go beyond public data by bringing your own research into the picture. With appropriate permissions, upload and search private notes, internal analysis, artifacts, and files alongside public filings and market data. This combines proprietary insight with external evidence in a single query. Connect through ChatGPT without wri…

Package name

app-69958093d50c81919718be4f7ebdf606

Package name

app-6a7a303574f481918799e6b6aef2c5d2

Publisher full description

…panel: your portfolios, your documents and the filing page a citation points to - Save analyses and notes to your Clarifo workspace, and set up recurring research with Clarifo Automate Clarifo writes to your account only after you turn writing on in Clarifo's settings, and only when you ask. Edits, publishing and new automations need your approval, and nothing is deleted for good. Research data, not investment advice. A Clarifo account is required.

Publisher description

…lose status all in one place. Connect it to ChatGPT and you can act on your close without switching apps. Create and reassign tasks, turn meeting notes into action items, and draft status updates for your team or clients, with changes writing back to Double in real time. You control what ChatGPT can read or update in your account. Works with Qu…

Package name

app-69f1045fd7f881918fbbf039156fc4b4

Publisher full description

…etween eligible Mercury accounts, create and edit custom expense categories, and update transaction notes and categories. Money movement requires review and approval in Mercury. Available tools depend on your connected account and permissions. Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group…

Publisher full description

…• Open the team board: deadlines, overdue customers, things Nella noticed and work waiting for your approval • Get a weekly finance brief • Get alerts when cash falls below your level, runway gets short, an invoice is overdue, a deadline is coming up, and more • See how the month went, why profit or… …Pro also keeps your books for you in Xero, QuickBooks or FreeAgent: • Post bills, invoices, credit notes, payments, refunds, transfers, journals, contacts, project time and expense claims, with the receipt attached, depending on what your software supports • Record repeat bank transactions the way…

Package name

app-6a58f43ae5f4819196825666be47d659

Publisher description

…questions are still open, and how well each figure is supported. You can also add deals and meeting notes, record diligence answers, and rewrite a memo section in plain language. PrefMark polishes the wording without changing facts, applies it once you approve, 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.

Package name

app-6a8f6d7d50d081918787990d4cab45ca

Publisher capabilities · listing

…inance groups, members, and invitations Export transactions to Excel or PDF Scan receipts and voice notes into drafts Read and send group conversation messages View profile and usage Synchronize approved conversation turns

Publisher description

…ble Cap Table in ChatGPT: fully diluted ownership, stock options and vesting, SAFEs and convertible notes, 409A valuations, round dilution and exit waterfalls, with changes drafted for an admin to approve.

Publisher keywords · listing

…handmade products online sell homemade products online sell merch India sell ebooks India sell PDF notes online Instagram shop link WhatsApp business store start online business without investment apna product online kaise beche bina website online dukaan website builder India online store India

Publisher full description

…onic invoices on the Peppol network. Connect your Belegbote account to read the invoices and credit notes you received, look up their details, the invoice XML, the original file or a PDF rendering, and send e-invoices such as XRechnung or Peppol BIS Billing documents to business partners. You can al… …Peppol network; inviting recipients who are not yet reachable is only possible in the Belegbote web app. Documents cannot be deleted, paid or edited through this plugin.

Publisher capabilities · listing

…ming recurring payments Show net worth and asset value history Update categories, tags, budgets and notes when asked

Publisher full description

…validation checks, spending, cash flow and budgets. - Preview and confirm corrections, line items, notes, client organization, duplicate grouping and restorable invoice trash. - Review approval requests and confirm invoice approval or supported approval/automation rules. Approval or automatic approval can queue a bill in a connected accounting system when automatic export is enabled…

Publisher capabilities · listing

…ank statement status Upload a bank statement Propose categories and verification (you confirm) Save notes on transactions

Publisher full description

…stead of before it. EQUIRE is a governed deal workspace for acquisitions and investment teams. This app connects your assistant to the deals, documents, and valuation models your EQUIRE account can already open, within the organizations and permissions you grant at sign-in. What you can ask for: - A… …nchanged. Where your organization offers Routine Workflow Updates, your assistant can also add deal notes, create or update diligence items, queue a listing for screening, attach report links to a deal, and start approved market research. The instructions ask your assistant to state each change and…

Publisher full description

…its threshold, spending against the month's budget, how planned payments compare with what really happened, and each project's money and hours against plan. Finometr can also add manual accounts, transactions and planned or recurring payments, import a bank statement you share, set categories, notes and projects on transactions, log hours, set a month's target, change notification settings, manage the roles of people in your units and send the Finometr team a financing request you filled in…

Publisher description

…test them and compare runs side by side - Start from a verified strategy in the Keel library - Keep notes on strategies and share a result by link - See how the strategies you run in Keel are doing Everything you create stays in your Keel workspace. Nothing is public unless you share it. Keel in Cha… …gy drafts, backtest runs, notes and share links. Running a strategy with real capital is set up and approved by you in the Keel web app, outside ChatGPT. Backtests are simulations on historical data, not predictions or financial advice; trading perpetual futures carries a substantial risk of loss. K…

Publisher full description

…l: review performance, break down P&L by symbol or time of day, log trades, tag mistakes, and write notes — the same data you see in the app.

Publisher full description

…your Minhas Finanças account to view balances, income, expenses, cards, budgets, goals, loans, and notes. Compare periods, filter reports, project cash flow from recorded transactions. Projections do not represent real-time bank balances or guarantee outcomes. With separate authorization, create su… …ot delete its transactions. Direct creation of other records requires an additional permission. The app does not move bank funds, trade investments, delete financial transactions, or export files. Get general app guidance from the included assistant and reference documents without accessing your fin…

Publisher full description

…wed 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 Out, Pipeline) to work the database s… …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.

Publisher full description

…ags, managing issuing unit and addresses. Find LEI by company name with ranked candidates and match notes. Read direct and ultimate accounting-consolidation parents or reporting-exception reasons. The interactive view filters issues and renewal deadlines; XLSX and CSV downloads keep the full results… …en copy at the publication date shown, published three times a day; a change at an issuing unit may appear in the next publication. Name search uses registered legal names; trading names may not match. Users choose between candidates. Parent data is accounting consolidation, not a full ownership cha…

Publisher translations · package

Notes d'actions & portefeuille Lucide Finance apporte l'analyse d'actions Lucide dans ChatGPT. Posez vos questions en langage naturel et obtenez les notes calculées par Lucide pour plus de 2 400 actions américaines et européennes : Core Quality S…

Publisher translations · package

…er IRS verlangt (Datum, Ziel, geschäftlicher Zweck, Meilen, Kilometerstand); und eine Excel-Arbeitsmappe (XLSX) mit Fahrten, Zusammenfassung und Hinweisen. Für eine schnelle Antwort: Was sind 4.200 geschäftliche Meilen wert, aufgeteilt vor und nach dem 1. Juli 2026, oder wie viele geschäftliche Meil… …en de miles professionnels donnent deux relevés de compteur. Utile aux salariés qui remplissent des notes de frais, aux indépendants, aux agents immobiliers, aux infirmiers à domicile et aux commerciaux. Limites : les miles viennent de vous ; aucune distance n'est calculée et il n'y a pas de suivi G…