Finance Codex plugins
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Finance plugins 67
1–36 of 67All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.
| Plugin / developer | Category | Follow |
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Bizora Tax ResearchBizora Inc.Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question ... Publisher subtitle Research tax questions Show in context →1 more matching sourcesPublisher description …esearch platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary source authority rather than secondary commentary. Ask the question the way you would ask a colleague. Bizora interpret… Show in context → |
FinanceVersion 1.0.0 | View details → |
YNAB: Get Good At MoneyYou Need A Budget LLCWorried about money? It might be because you’re bad at money. That’s not a character flaw—it’s a skills gap!
YNAB is here to help you ge... Publisher subtitle Get answers to money questions Show in context →1 more matching sourcesPublisher description …ind the cult favorite money app, YNAB, which has helped millions of people get good at money. Ask a question to get started and watch your money stress melt away. You’ve got this! Show in context → |
FinanceVersion 1.0.0 | View details → |
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 …idance 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 cannot be uploaded Step-by-step appeal planning… Show in context →2 more matching sourcesPublisher description …assessment appeal guidance with language selection, a preparation-first process map, and one simple question at a time through valuation, evidence, and filing. Show in context →Publisher full description …y be needed at each step, what the plugin can find, and what they will receive. Then guide them one question at a time through valuation, deadlines, evidence, comparable sales, filing, hearing preparation, and possible outcomes while preserving official English names and form labels. Show in context → |
FinanceVersion 0.4.0+codex.20260913 | View details → |
AI ExpenseSPARK IOT TECHNOLOGIES PTY LTD Publisher description …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 Expense subscription is required. Show in context → |
FinanceVersion 1.0.1 | View details → |
AlephAleph Publisher description …oss-system data from 200+ integrations: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 Show in context → |
FinanceVersion 4.0.0 | View details → |
Assurance Emprunteur LemoinePlace des Finances Publisher description …tre assurance de prêt immobilier et l'économie possible grâce à la loi Lemoine. Répondez à quelques questions et l'app calcule des offres réelles à garanties équivalentes ; un conseiller peut ensuite vous rappeler gratuitement. Service proposé par JeRenegocie, courtier en assurance inscrit à l'ORIAS… Show in context → |
FinanceVersion 1.0.0 | View details → |
Assurance TemporaireMCJ Courtage Publisher description Get a temporary motor insurance quote (1 to 90 days) in a few questions — car, van, truck, camper, trailer… The assistant computes a real price, can read your vehicle registration document for accuracy, and returns a pre-filled link to the online quote tool. You… Show in context → |
FinanceVersion 1.0.0 | View details → |
B2B.nuFL-Net AB Publisher description …n, 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 — the current financial position, the income statement and balance sheet, the VAT basis for the next filing, which invoices are overdue, which… Show in context → |
FinanceVersion 1.0.1 | View details → |
Bajaj BrokingBajaj Financial Securities Limited Publisher description …ccount context while keeping access controlled. It helps investors and traders ask natural-language questions about their Bajaj Broking account and market data without switching between multiple screens. This connector is especially useful for users who want faster portfolio visibility, cleaner trad… Show in context → |
FinanceVersion 1.0.0 | View details → |
BankPilotFundation Publisher description …ties) and flags what is overdue, missing or off-amount. Connected to ChatGPT it answers, read-only, questions such as 'Welche Zahlungen sind ausstehend?', 'Show me the payments to TK', 'Zeige mir die letzten 3 Zahlungen von goldgas', 'Welche Regeln habe ich?' and 'Muss ich eine Bankverbindung erneue… Show in context → |
FinanceVersion 1.0.0 | View details → |
Bigdata.comRavenPack Publisher description …'s financial knowledge graph resolves company and entity names automatically, so one plain-language question surfaces the right filings, transcripts, news, and data. No manual ticker matching, fabricated numbers, or invented quotes. Beyond public content, upload and search your own private documents… Show in context → |
FinanceVersion 10.0.0 | View details → |
Borderless BudgetBorderless Budget LLC Publisher description Connect ChatGPT to Borderless Budget and ask natural-language questions about transactions, spending, cash flow, budgets, recurring charges, net worth, and trends across currencies, all converted to your home currency. Show in context → |
FinanceVersion 1.0.0 | View details → |
BTC DCA EngineMatchless Web Studio, LLC Publisher description BTC DCA Engine answers one question with arithmetic instead of opinion: what would a regular buying plan have been worth? Give it an asset, an amount and a schedule — daily, weekly, monthly or quarterly — and a start date, and… Show in context → |
FinanceVersion 1.0.0 | View details → |
Chargebee (AU Region)Chargebee Inc. Publisher description …nnect 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 conversion. These cross-references work because Charg… Show in context → |
FinanceVersion 1.0.1 | View details → |
Chargebee (EU Region)Chargebee Inc. Publisher description …nnect 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 conversion. These cross-references work because Charg… Show in context → |
FinanceVersion 1.0.1 | View details → |
Chargebee (US Region)Chargebee Inc. Publisher description …nnect 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 conversion. These cross-references work because Charg… Show in context → |
FinanceVersion 1.0.1 | View details → |
Co-InvestLiquidX AI, Inc. Publisher description …ou can monitor opportunities, review positions, and execute trades whenever markets are moving. Ask questions in plain English, get relevant market context, and trade from the same chat where you’re already thinking through your next move. Co-Invest is built for people who want a faster, more intuit… Show in context → |
FinanceVersion 2.0.0 | View details → |
Dakota PlatformDakota Inc Publisher description Access your Dakota Platform data through conversation. Ask questions about your customers, accounts, and transactions without navigating dashboards or writing API calls. What you can do: - Look up customers and filter by KYB status, type, or name - View onram… Show in context → |
FinanceVersion 1.0.0 | View details → |
EthosEthos Publisher description Find out what term life insurance would cost you. Answer five quick questions, and Ethos will show you a personalized monthly price estimate right in ChatGPT. Explore coverage up to $3,000,000, adjust your term from 10 to 30 years, and when you're ready, one tap takes… Show in context → |
FinanceVersion 3.0.0 | View details → |
ExpensifyExpensify, Inc. Publisher description Ask questions about your Expensify account and get answers from your real data — not guesses. Connect your Expensify account and ask natural language questions about your finances. ChatGPT will query your… Show in context → |
FinanceVersion 1.0.0 | View details → |
facturillofacturillo Inc. Publisher description …This app connects ChatGPT to your facturillo account with read-only access, so you can ask natural questions about your real spending: "How much did I spend on groceries last month?", "Where did I buy this?", "Which store do I visit most?". Answers come from your actual receipt data — totals, line… Show in context → |
FinanceVersion 1.0.0 | View details → |
Freeway InsuranceFreeway Insurance Services America, LLC. Publisher description Get an estimated auto insurance rate through a simple conversation. Answer a few questions about yourself, your drivers, and your vehicles, then continue with Freeway for a more detailed quote. Show in context → |
FinanceVersion 1.0.0 | View details → |
FurtherFurther Finance Ltd Publisher description …and returns, reconcile bank accounts, pull general ledger and trial balance data, and answer other questions based on your live Further data. Show in context → |
FinanceVersion 1.0.0 | View details → |
GrowPanelGrowPanel Publisher description GrowPanel is a SaaS subscription-analytics platform. This connector lets ChatGPT answer real questions about your subscription business in plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and ind… Show in context → |
FinanceVersion 1.0.0 | View details → |
HalkbankTürkiye Halk Bankası A.Ş. Publisher description Answers your questions about Halkbank's retail, commercial, and SME banking products and services based on the content of the bank's official websites, citing its sources. You can get information in Turkish or Eng… Show in context → |
FinanceVersion 1.0.0 | View details → |
HyperlineHyperline Publisher description …criptions, customers, products, pricing, taxes, wallets, and revenue data. Use it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows from your Hyperline account. Show in context → |
FinanceVersion 1.0.0 | View details → |
Juspay GeniusJuspay Technologies Pvt. Ltd. Publisher description Ask payment questions in plain English: query order and transaction analytics, look up specific orders, check recent outages, and inspect gateway settings — all from your Juspay Dashboard, inside ChatGPT. Show in context → |
FinanceVersion 1.0.0 | View details → |
KuberaKubera Apps, Inc. Publisher description Ask questions about your Kubera portfolio. Connect your Kubera account to access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to ans… Show in context → |
FinanceVersion 2.1.0 | View details → |
LassieLassie Publisher description …, confirm collected pet details, compare factual plan information, adjust quote options, and answer questions about Lassie coverage and policy terms. Show in context → |
FinanceVersion 3.0.0 | View details → |
Learn to invest with AJ BellAJ Bell Business Solutions Ltd Publisher description …vest with AJ Bell makes it easier to find trusted educational content and answers to your investing questions. This experience is for information purposes only and is not a personal recommendation or advice. Show in context → |
FinanceVersion 1.0.0 | View details → |
LeocareLeocare Publisher description …gistered in France. Enter a license plate, confirm the vehicle details, answer a few driver-profile questions, and view estimated monthly and annual prices. Show in context → |
FinanceVersion 1.0.0 | View details → |
Lexplorer Swiss Tax ResearchLexplorer Publisher description …tax professional would: statute first, then administrative practice and doctrine, and for cantonal questions the sources of the right canton — every key statement with a precise citation and a link to the original source. Examples: "What does § 31 of the Zurich tax act (StG ZH) say?" · "How are div… Show in context → |
FinanceVersion 1.0.1 | View details → |
Mamble CalculatorsMamble Publisher description …financing, loan comparisons, buydowns, and payoff strategies directly inside ChatGPT. Users can ask questions naturally, adjust assumptions in real time, and explore scenarios through interactive financial calculators. The app supports mortgage payments, refinance analysis, extra payment savings, lo… Show in context → |
FinanceVersion 1.0.0 | View details → |
Manulife®Manulife Publisher description Seamlessly go from quote discovery to purchase. Answer a few questions about your trip to receive a personalized CoverMe® Travel Insurance quote, then continue to CoverMe.com, where your information carries over to help make purchasing coverage quick and easy.… Show in context → |
FinanceVersion 7.0.0 | View details → |
MassiveMassive.com, Inc. Publisher description …t news, technical indicators (SMA, EMA, MACD, RSI), and market status. Ask ChatGPT natural-language questions — "show me NVDA's opening cross" or "chart AAPL's daily bars this quarter" — and get answers backed by licensed, exchange-sourced market data. Built for traders, quants, analysts, and develo… Show in context → |
FinanceVersion 2.0.0 | View details → |
MergrMergr Publisher description …ership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company and for how long; which sponsors are building roll-ups in a sector; which bank… Show in context → |
FinanceVersion 1.0.1 | View details → |