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Finance Codex plugins

Codex Plugin Stats: discover plugins, explore their skills and track catalog growth and observed changes.

Explore 5,474 plugins across 14 categories.

Finance plugins 42

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AvalaraOpenAIReview and manage Avalara transactions, exemptions, returns, and reports through the Avalara Product Portal in your local desktop browser.

Publisher subtitle

Manage tax transactions, exemptions, returns, and reports

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Publisher keywords · listing

avalara tax compliance transactions reports browser

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Publisher description

Review and manage Avalara transactions, exemptions, returns, and reports through the Avalara Product Portal in your local desktop browser.

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Publisher full description

Review transactions, liabilities, exemptions, returns, and reports through the Avalara Product Portal in your browser. Requires local browser access in ChatGPT Desktop or desktop Codex; not available on web, mobile, or cloud-backed tasks. Make requested record…

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FinanceVersion 0.3.0
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Midpoint Card PricesI Lov Guitars Inc.Look up what a trading card is worth and whether grading it pays. Midpoint returns current USD market prices for 1.5M+ Pokémon, Magic: Th...

Publisher subtitle

TCG & sports card prices & ROI

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Publisher description

…USD market prices for 1.5M+ Pokémon, Magic: The Gathering, Yu-Gi-Oh!, One Piece, Lorcana, Gundam, sports (baseball, basketball, football, hockey, soccer, wrestling, UFC, golf, tennis, boxing, racing) and entertainment cards. Ask for a card by name, set or number to get its raw (ungraded) price by c…

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FinanceVersion 1.0.0
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Dubai Wealth IndexDubai Wealth IndexRegistered Dubai property data for research: sale prices, rents, gross rental yields, growth and off-plan returns by building, area and v...

Publisher capabilities · listing

Building prices, rents and gross yields Full building reports with growth evidence Area and villa community records Screen and compare buildings Check a yield claim against registered records Transactions behind each median Your saved buildings and what ch…

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FinanceVersion 1.3.1
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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 capabilities · listing

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

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Publisher description

…th 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

…rd 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 for the Business you choose when you connect, with the Role you hold there. It never files a VAT return, sends anything to a tax…

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FinanceVersion 1.0.6
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FinancialFilingsFINANCIALREPORTS PTE. LTD.FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide...

Publisher

FINANCIALREPORTS PTE. LTD.

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FinanceVersion 4.0.0
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AkauntingAkaunting

Publisher description

…ries and tags, and connect bank accounts to streamline reconciliation. You can also run financial reports, such as profit & loss and cash flow, to understand performance over time. Designed for practical bookkeeping, Akaunting gives you a clear, straightforward way to stay on top of billing, costs,…

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FinanceVersion 1.0.0
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AlephAleph

Publisher description

…s:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceable back to your source of truth - Power automations across Slack, Linear, and your other tools

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FinanceVersion 4.0.0
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AlphaStocksPyxl

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 ma…

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FinanceVersion 1.0.0
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Análise de FIIsAnálise de FIIs

Publisher description

…anizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, distributions, and reports. Compare funds and use a screener to find FIIs that match your criteria. Authenticated Pro users can also track their own portfolios, including holdings, dividends, valuations, and processing st…

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FinanceVersion 1.0.0
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Antom Reconciliation ExpertAntom

Publisher description

Local analysis and validation for Antom Settlement Detail reports.

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Publisher full description

Review Antom Settlement Detail CSV or XLSX reports to verify settlement calculations, summarize net settlement and fees, break down fees by payment method, and show exactly where amounts do not match. It analyzes only the files you provide and d…

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FinanceVersion 1.0.0
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Awaken TaxAwaken

Publisher description

Awaken Tax helps users inspect cryptocurrency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct private tax records; and generate tax reports through ChatGPT.

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FinanceVersion 1.0.0
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BriefcaseBriefcase

Publisher full description

…claims, run prepayments, 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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Bull AIBull AI

Publisher description

…any documents and data for NSE/BSE-listed Indian companies into ChatGPT and Codex. 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;…

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FinanceVersion 1.0.0
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CampfireCampfire

Publisher description

…rkspace 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 necessary access, you can create, update, and delete supported accounting recor…

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FinanceVersion 1.0.0
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CaribooksPeich Technologies Inc

Publisher description

…nd bookkeepers work 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…

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FinanceVersion 1.0.0
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CashfreeCashfree Payments Pvt. Ltd.

Publisher description

…tantly — including payments, orders, refunds, settlements, payouts, payment links, reconciliation reports, transaction activity, and workflows — without jumping between tools or dashboards. Built for both operational visibility and developer workflows, the platform is evolving beyond dashboard actio…

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FinanceVersion 1.0.0
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Clarity AIClarity AI

Publisher description

…ates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence across a range of extra-financial metrics. Discover investment universe companies that meet your criteria, and get con…

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FinanceVersion 1.0.0
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D&B Risk AnalyticsDun & Bradstreet

Publisher description

…any owners or directors located in high-risk or sanctioned jurisdictions?" Generate KYB decision reports: "Give me a full KYB decision report for <Company Name> — should we approve, refer, or decline?" Note: Requires D&B Risk Analytics license.

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FinanceVersion 1.0.0
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Distill MarketsDistill Markets Pty Ltd

Publisher description

…hecked against the SEC document. The server states no opinions and gives no investment advice: it reports what the filer said and how it reconciles. Coverage is US domestic 10-K and 10-Q filers. Figures are in the filer's reporting currency, never converted. A free account covers most tools. Analyst…

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FinanceVersion 1.0.0
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Europea SegurosWaniwani

Publisher description

…nd generate price quotes for funeral insurance using birth date and Spanish postal code. The app supports one-shot FAQ answers, one-shot quote requests, a guided quote flow, and a visual quote result widget with plan prices, payment frequencies, and coverage details.

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FinanceVersion 1.0.0
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ExpenseBotRobert E Balahura

Publisher description

…h 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.

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FinanceVersion 2.0.2
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ExpensifyExpensify, Inc.

Publisher description

…: - "How much did I spend on travel last quarter?" - "Which team members have unsubmitted expense reports?" - "Show me all approved expenses that haven't been reimbursed yet." - "Find my receipts from Uber over the past 30 days." - "Which categories am I spending the most on this month?" Read-only.…

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FinanceVersion 1.0.0
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GlobalSource PartnersGlobalSource Partners, Inc.

Publisher description

GlobalSource Partners helps users find emerging and frontier market research, search published reports by topic and date, read permission-appropriate report content, and inspect research author profiles.

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FinanceVersion 1.0.0
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InvestraInvestra, Inc.

Publisher description

…stings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permissions, and plan limits as the Investra web app, so anything done through the assistant matches what you'd see in your account. Built fo…

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FinanceVersion 1.0.0
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KeyBid PulsKeyBid

Publisher description

…real estate platforms. The app analyzes the data to deliver instant revenue projections, detailed reports, and a concise conclusion on whether the property is worth purchasing for short-term rentals. Covering 56 countries and over 191 cities, it supports multiple languages including English, Romania…

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FinanceVersion 1.0.0
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Klardaten DATEV-ConnectorKlardaten GmbH

Publisher description

…nd 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, order inspection, payroll snapshots, and master-data access. Large rea…

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FinanceVersion 3.1.0
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LONA Trading AssistantMindsight Ventures SL

Publisher description

…backtests to see how your strategies would have performed historically. View detailed performance reports with interactive charts showing entry/exit points, returns, and risk metrics.

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FinanceVersion 2.0.0
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Mamble CalculatorsMamble

Publisher description

…sumptions in real time, and explore scenarios through interactive financial calculators. The app supports mortgage payments, refinance analysis, extra payment savings, loan comparisons, affordability calculations, and other lending-related workflows. Built for conversational financial planning and l…

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FinanceVersion 1.0.0
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Manulife®Manulife

Publisher description

…emergency or travel assistance, or send urgent or time-sensitive communications to Manulife. It supports single-trip coverage for one traveller. If you have pre-existing medical conditions, are looking for multi-trip or group coverage, or are not a Canadian citizen or resident, this tool may not be…

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FinanceVersion 7.0.0
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Moody's Credit MCPMoody's

Publisher description

…and research - Expected default frequency - Economic data and research - News and media - Annual reports Use Moody's Credit MCP for: - Credit Analysis - access comprehensive credit risk data and research to assess creditworthiness and compare risk across issuers and instruments - Risk Management -…

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FinanceVersion 3.0.0
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Moody's Growth and StrategyMoody's

Publisher description

Moody’s Growth & Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationsh…

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FinanceVersion 2.0.0
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MoonPayMoonPay, Inc.

Publisher description

…The app fills in the asset, chain, and amount; you confirm the rest at the moonpay.com checkout. Supports Bitcoin, Ethereum, Solana, USDC, and 100+ other assets across 30+ chains. About this app. Buy-link generation only, no funds move or transactions execute inside ChatGPT. All payment activity, KY…

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FinanceVersion 1.0.0
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ObolusObolus Finance Apps

Publisher description

…ry and compare salary, tax, and social contribution outcomes across supported countries. The app supports detailed payroll calculations for one or two persons, cross-country net income comparisons, and a ChatGPT result panel for relocation, job offer, and salary planning workflows.

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FinanceVersion 1.0.0
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Options Analysis SuiteOptions Analysis Suite, LLC

Publisher description

…s Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Compu…

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FinanceVersion 1.0.0
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ParibuParibu

Publisher description

…USDT. You can also browse markets ranked by trading volume, top gainers and top losers — including sports fan tokens.

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FinanceVersion 1.0.0
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PitchBookPitchBook

Publisher full description

…of structured data related to private companies, investment activity, or market participants. It supports queries that involve identifying entities, summarizing historical activity, or assembling datasets for further analysis.

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FinanceVersion 2.0.0
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