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Finance Codex plugins

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Finance plugins 7

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GoCardlessGoCardlessConnect your GoCardless account to look up payments, customers, mandates, payouts, and refunds, and to take actions such as creating paym...

Plugin name

GoCardless

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Publisher description

Connect your GoCardless account to look up payments, customers, mandates, payouts, and refunds, and to take actions such as creating payments, issuing refunds and cancelling mandates. You choose what permissions to au…

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FinanceVersion 1.0.0
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FactSet AI-Ready DataFactSet Research Systems

Publisher description

…wers investment teams to easily share insights, streamline workflows, and enhance collaboration regardless of their tools or technology stacks. With MCP, firms can integrate new solutions efficiently, drive innovation, and maximize the value of their financial operations—ensuring consistent, context…

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FinanceVersion 5.0.0
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SynciSynci

Publisher description

…?" Synci aggregates accounts across thousands of institutions: - Banks in Europe and the UK via GoCardless Bank Account Data - Banks in New Zealand via Akahu - Investment brokerages and crypto exchanges via SnapTrade All connected accounts are visible through one MCP server, in their native currenci…

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FinanceVersion 1.0.0
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Validis (AU)Validis Group Holdings Limited

Publisher description

…counts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the u…

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings Limited

Publisher description

…counts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the u…

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings Limited

Publisher description

…counts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the u…

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings Limited

Publisher description

…counts receivable, accounts payable, and trial balance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the u…

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FinanceVersion 1.0.0
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