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Finance Codex plugins

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Finance plugins 19

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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

Multilingual and bilingual guidance Language selection and mid-case switching Up-front process map 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 canno…

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Publisher description

…lingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one simple question at a time through valuation, evidence, and filing.

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FinanceVersion 0.4.0+codex.20260913
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Investment BankingOpenAIInvestment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, ...

Publisher keywords · listing

…pitch-deck capital-markets levfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracker process-tracker debt-capacity dashboard html-dashboard diligence-dashboard

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Publisher full description

…cturing, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.

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FinanceVersion 0.1.29
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AlbsigTerra SHPK

Publisher description

…n Albania. Users can explore available policy types, review key coverage information, and start the process of getting insurance directly through the app. The app makes it easier to access Albsig insurance services in one place.

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FinanceVersion 1.0.0
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AllianzAllianz Technology SE

Publisher description

…ly the support that’s right for you. Privacy & Consent Protecting your data is our top priority. We process your information exclusively in connection with the use of this application and in accordance with applicable data protection regulations. Please review our privacy policy at https://www.allia…

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FinanceVersion 3.0.0
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Análise de FIIsAnálise de FIIs

Publisher description

…cated Pro users can also track their own portfolios, including holdings, dividends, valuations, and processing status. The free preview provides public fund data and indicators, while Pro unlocks the remaining tools and full analyses. The app is informational and read-only: it does not buy or sell i…

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FinanceVersion 1.0.0
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CaribooksPeich Technologies Inc

Publisher description

…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 is developed by Peich Technologies Inc. and connects through Intuit OAuth. It is an independent product. The document…

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FinanceVersion 1.0.0
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D&B Finance AnalyticsDun & Bradstreet

Publisher description

…ctive analytics, and workflow capabilities, organizations can bring credit and portfolio management processes directly into AI-driven workflows. Anchored by the global standard D‑U‑N‑S® Number and powered by the D&B Commercial Graph™, D&B Finance Analytics helps organizations reduce ambiguity, impro…

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FinanceVersion 3.0.0
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Facile.it EnergiaFacile.it

Publisher description

…s not handle business contracts, insurance, mortgages, or other Facile.it products, and it does not process payments or manage existing contracts.

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FinanceVersion 8.0.0
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FactSet AI-Ready DataFactSet Research Systems

Publisher description

…ir financial operations—ensuring consistent, context-rich decision-making throughout the investment process.

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FinanceVersion 5.0.0
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ForInvestForInvest Yazılım ve Teknoloji Hizmetleri A.Ş.

Publisher description

…a, AI-driven stock analysis, and comprehensive financial tools. Our platform streamlines investment processes by integrating deep-dive balance sheet metrics, brokerage expectations, and instant access to public disclosure (KAP) documents. Data collected: ForInvest account credentials (for OAuth auth…

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FinanceVersion 2.0.0
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In PractiseIn Practise

Publisher description

…e economies, network effects, counter-positioning, switching costs, branding, cornered resource and process power - Track the companies you care about with a personal watchlist Ask ChatGPT about a company, a competitor or an end market, and it pulls the relevant primary-source view from people who w…

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FinanceVersion 1.0.0
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InvoiceIQAnalytos

Publisher description

…into coded, verified, ERP-ready vendor bills. In ChatGPT you can upload an invoice PDF, follow its processing, read the extracted header and GL-coded lines, ask why a line was coded the way it was, check the purchase-order match report, and run plain-English spend questions across your invoice hist…

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FinanceVersion 1.0.1
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JawzPEDRO VICTOR DE FARIAS NUNES

Publisher description

…what you actually own. Jawz gives it both. You get a live market read and a published four-chapter process for thinking about a portfolio: See the World (what markets are doing right now), Understand the Book (what your positions are really exposed to), Decide (how to think through a specific choic…

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FinanceVersion 1.0.1
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Manulife®Manulife

Publisher description

…gin to generate your quote, assess eligibility, and support the travel insurance quote and purchase process. Please provide only the information requested, and do not share additional information unless specifically requested as part of the quote process. This plugin is available through ChatGPT, wh…

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FinanceVersion 7.0.0
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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 y…

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FinanceVersion 1.0.0
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RemitCheapRemitCheap

Publisher description

…comparison corridors and rank provider quotes by value or speed. RemitCheap does not send money or process transfers; users open the selected provider to confirm pricing and complete a transaction.

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FinanceVersion 1.0.0
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RydooRydoo

Publisher description

…ard expenses still missing a receipt, and get server-computed totals per trip, person or project. - Process approvals — see what's waiting on you, then approve or reject an expense using your company's reject reasons. Every action is confirmed with you first and recorded under your name. - Answer qu…

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FinanceVersion 1.0.0
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SavvySavant Labs

Publisher description

…he AI automation platform for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in. ChatGPT reasons. Savant executes and governs. Savvy connects the two, turning a conversation about a finance process into an audit-ready workflow agent running…

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FinanceVersion 1.1.0
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Seguro MatchTuio Partners Correduría de Seguros, S.L.

Publisher description

…ls. To skip the form, users can drag and drop their current policy document into the widget — it is processed server-side only (extracted text used solely to pre-fill the quote, never sent to the model). Final checkout happens on seguromatch.com; nothing is purchased inside ChatGPT.

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FinanceVersion 5.0.0
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