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Finance Codex plugins

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Finance plugins 41

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Elevate InvoicesElevate OÜStop manually filling out invoice forms. This app creates invoices with intelligent defaults: it recognizes your clients, remembers your ...

Plugin name

Elevate Invoices

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Publisher subtitle

Create and manage invoices.

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Publisher description

Stop manually filling out invoice forms. This app creates invoices with intelligent defaults: it recognizes your clients, remembers your pricing, and auto-fills details from previous invoices. Just tell ChatGPT what you need, and…

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FinanceVersion 1.0.0
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AkauntingAkauntingAkaunting helps small businesses and freelancers handle everyday accounting in one place. Create and send invoices, record income and exp...

Publisher subtitle

Track invoices and expenses

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Publisher description

…helps small businesses and freelancers handle everyday accounting in one place. Create and send invoices, record income and expenses, and keep an organised view of your accounts so you always know where your business stands. With Akaunting, you can invoice customers and track payment status, log ex…

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FinanceVersion 1.0.0
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EssentioEssentioInvoice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports.

Publisher subtitle

Invoices and VAT from chat

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Publisher capabilities · listing

Read Write Draft and send invoices Record payments VAT and income reports

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Publisher keywords · listing

invoicing invoices vat accounting

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Publisher description

Invoice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports.

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Publisher full description

Essentio is invoicing software for small businesses. Connect your Essentio Business to find Clients and Products, draft an Invoice, Proforma Invoice, Quote or Credit Note, check the totals Essentio computes, then is…

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FinanceVersion 1.0.6
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FakturoidFakturoid s.r.o.Issue invoices in Fakturoid, record expenses, or analyze your business data and statistics.

Publisher subtitle

Online invoicing

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Publisher description

Issue invoices in Fakturoid, record expenses, or analyze your business data and statistics.

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FinanceVersion 1.0.0
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FinomPNL Fintech B.V.Finom is a business finance platform for SMEs and freelancers across Europe, combining a business account, invoicing, expense management,...

Publisher subtitle

Business Banking & Invoicing

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Publisher description

…business finance 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…

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FinanceVersion 1.0.0
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Laabam.OneLaabam One Business Solutions (OPC) Private LimitedRead your invoices, cash position and P&L — and draft new customers, invoices and bulk price updates for you to approve inside Laabam.One.

Publisher subtitle

Invoices, cash, P&L and drafts

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Publisher description

Read your invoices, cash position and P&L — and draft new customers, invoices and bulk price updates for you to approve inside Laabam.One.

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FinanceVersion 1.1.1
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NormanNorman AI Inc.Norman lets you issue invoices and close your books without leaving ChatGPT. Sync your bank transactions, send invoices, upload receipts...

Publisher subtitle

Invoicing, bookkeeping, taxes

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Publisher description

Norman lets you issue invoices and close your books without leaving ChatGPT. Sync your bank transactions, send invoices, upload receipts, and file taxes - all while talking naturally with ChatGPT. No accounting jargon, no 15…

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FinanceVersion 1.0.0
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TabsDEEPAK A BAPATThe Tabs MCP connector lets AI assistants like ChatGPT query your billing, revenue, and contract data through the Model Context Protocol....

Publisher subtitle

Track B2B invoices and revenue

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FinanceVersion 1.0.0
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The Kingdom BankThe Kingdom BankConnect your TKB account to ChatGPT and get instant answers about your invoices — amounts, due dates, statuses and payment details — with...

Publisher subtitle

Manage your invoices

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Publisher description

Connect your TKB account to ChatGPT and get instant answers about your invoices — amounts, due dates, statuses and payment details — without logging into the portal.

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FinanceVersion 1.0.0
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CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim...

Publisher capabilities · listing

…and preparation checklist One-question-at-a-time guided interview Plain-language explanations and choices Official property valuation research Official website fallback when a notice cannot be uploaded Step-by-step appeal planning Property-specific evidence collection Comparable-sales analysis Appea…

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FinanceVersion 0.4.0+codex.20260913
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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 keywords · listing

accounting bookkeeping financial-close invoicing management-accounts xero quickbooks

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Publisher description

…Review what needs approval and why, read profit and loss, balance sheet and aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect.

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Publisher full description

…accruals and depreciation, read profit and loss, balance sheet and aged reports, and raise sales invoices and manual journals on Briefcase Ledger for your clients. The assistant acts as you, on the clients you choose, with your permissions.

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FinanceVersion 1.3.0
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VibooksBlock Software Inc.Bookkeeping software for AI agents, from source documents to reconciled books.

Publisher keywords · listing

vibooks bookkeeping small-business receipts invoices bills bank-reconciliation month-end accounting local-first ai-agent

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Publisher full description

…fessional bookkeeping software for small businesses and bookkeeping firms. Turn receipts, bills, invoices, and bank or card statements into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare for month end. Bo…

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FinanceVersion 0.4.0
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AI ExpenseSPARK IOT TECHNOLOGIES PTY LTD

Publisher description

Connect your AI Expense account to save one invoice or receipt at a time, review extracted expense details before saving, and ask read-only questions about your existing expenses, merchants, categories, and spending trends. An active paid AI Expen…

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FinanceVersion 1.0.1
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AirwallexAirwallex (Singapore) Pte. Ltd.

Publisher description

…tGPT. Orchestrate actions across your account in plain language, including the ability to set up invoices from a PO, onboard suppliers from invoices, check current cash position across currencies, and more. Seamlessly build and debug your integration by connecting Airwallex's documentation to ChatGP…

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FinanceVersion 1.0.0
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B2B.nuFL-Net AB

Publisher description

B2B.nu is a Swedish ERP for small businesses: invoicing, bookkeeping, bank reconciliation, VAT, payroll and CRM. This app connects ChatGPT to the user's own B2B.nu company so they can ask questions in plain Swedish and get answers from live data — t…

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FinanceVersion 1.0.1
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Bank Statement ConversionMTTenterprise Inc

Publisher description

Convert bank statements, invoices, and receipts into accounting-ready files in ChatGPT. Upload PDF, CSV, Excel, OFX, QBO, QFX, MT940, or CAMT.053 documents and export to CSV, Excel, QuickBooks, OFX, QFX, MT940, CAMT.053, JSON, X…

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FinanceVersion 1.0.0
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BillabexBillabex

Publisher description

Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding b…

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FinanceVersion 2.0.0
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Calculadora de CombustívelEmerick Consultoria

Publisher description

…vided by the gasoline price is below 0.70, ethanol is worth it; otherwise, gasoline is the better choice. You can also enter each fuel's efficiency (km/l) for an even more precise cost-per-kilometer calculation. No sign-up and no personal data collected.

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FinanceVersion 1.0.0
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CampfireCampfire

Publisher description

Campfire connects ChatGPT to your company accounting workspace to find bills, invoices, contracts, journal entries, and other records; analyze financial reports and budgets; inspect close tasks, attachments, and support cases; and search Campfire help documentation. With the neces…

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FinanceVersion 1.0.0
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CaribooksPeich Technologies Inc

Publisher description

…k with their QuickBooks Online companies in English or French. Review financial reports and open invoices, find expenses missing receipts, and match documents from the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes c…

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FinanceVersion 1.0.0
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Chargebee (AU Region)Chargebee Inc.

Publisher description

Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial convers…

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FinanceVersion 1.0.1
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Chargebee (EU Region)Chargebee Inc.

Publisher description

Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial convers…

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FinanceVersion 1.0.1
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Chargebee (US Region)Chargebee Inc.

Publisher description

Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial convers…

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FinanceVersion 1.0.1
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CryptoworthCryptoworth Inc.

Publisher description

…s and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-only: it does not create, edit, delete, sync, recalculate, trade, transfer funds, sign transactions, or initiate payments.

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FinanceVersion 1.0.0
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ExpenseBotRobert E Balahura

Publisher description

…monitor Gmail receipt scans, analyze spending and income, manage expense reports, prepare client invoices, and send confirmed reports to supported accounting destinations through ChatGPT.

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FinanceVersion 2.0.2
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HyperlineHyperline

Publisher description

Connect ChatGPT to Hyperline to manage quotes, invoices, subscriptions, customers, products, pricing, taxes, wallets, and revenue data. Use it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows…

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FinanceVersion 1.0.0
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InkleInkle

Publisher description

Your Inkle financial data, right inside ChatGPT. Ask about your tax filings, deadlines, P&L, invoices, bills, and cash flow- no dashboard needed. Built for cross-border startup founders managing US compliance and bookkeeping. The connector is read-only, so your data stays safe while ChatGPT give…

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FinanceVersion 1.0.0
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italian-investorElia Zavatta

Publisher full description

Analizza portafogli di investitori italiani con calcoli fiscali deterministici: ETF/OICR, azioni, BTP, obbligazioni e certificates. Tiene traccia dello zainetto fiscale per broker e scadenza, verifica gli ISIN, simula ribilanciamenti tax-aware e calcola il costo fiscale in succession…

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FinanceVersion 0.5.1
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JawzPEDRO VICTOR DE FARIAS NUNES

Publisher description

…and the Book (what your positions are really exposed to), Decide (how to think through a specific choice), and Observe & Refine (what your past decisions actually did). Things you can ask: • "What's the current macro regime?" • "What does this week's read mean for a portfolio with BTC, AAPL and GLD?…

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FinanceVersion 1.0.1
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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, and track your spending across any…

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FinanceVersion 2.0.1
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MutuiOnline.itMutuiOnline S.p.A

Publisher description

…utuiOnline.it, where you can request further information and get in touch with the lender of your choice. The service is free of charge and without obligation.

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FinanceVersion 2.0.0
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PFT Edgebook - Trading JournalPhil Wasmuth

Publisher description

…tistics — win rate, profit factor, average win/loss - Journal & notes — your daily reflections and voice notes - Playbook — your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your da…

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FinanceVersion 1.0.0
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Photon CommercePhoton Commerce

Publisher description

Photon Commerce processes financial documents into actionable data. Instantly process invoices, receipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerce website for full control.…

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FinanceVersion 1.0.0
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PocketSmith Complete AccessPocketSmith

Publisher description

…t changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and…

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FinanceVersion 1.0.0
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QBO Connector by MeridianPilot.com, Inc.

Publisher description

…each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use c…

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FinanceVersion 1.0.5
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RilletRillet

Publisher description

Rillet helps finance teams retrieve financial data and manage accounting records, including invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

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FinanceVersion 1.0.0
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