Finance Codex plugins
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Finance plugins 12
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| Plugin / developer | Category | Follow |
|---|---|---|
| FinanceVersion 1.0.0 | View details → | |
Centry Adviser CoordinationRUPERT WILLIAM BARKSFIELDCompare supplied adviser statements by fact, assumption and recommendation, retain document references, identify differences for clarific...
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FinanceVersion 1.0.0 | View details → |
Centry Crypto RecordsRUPERT WILLIAM BARKSFIELDCombine supplied wallet and exchange CSVs into a traceable ledger, flag duplicates and candidate transfers, identify missing acquisition ... Publisher subtitle Reconcile crypto record gaps Show in context →1 more matching sourcesPublisher keywords · listing crypto records wallet exchange CSV source of funds crypto inheritance crypto disposal reconcile Show in context → |
FinanceVersion 1.0.0 | View details → |
Centry Residency TrackerRUPERT WILLIAM BARKSFIELDReconcile supplied travel ranges and workday records by person and country. Identify overlaps, missing days and missing source records; p... Publisher subtitle Reconcile travel-day evidence Show in context →2 more matching sourcesPublisher description Reconcile supplied travel ranges and workday records by person and country. Identify overlaps, missing days and missing source records; preserve citizenship, residence claims, domicile and family ties… Show in context →Publisher full description Reconcile supplied travel ranges and workday records by person and country. Identify overlaps, missing days and missing source records; preserve citizenship, residence claims, domicile and family ties… Show in context → |
FinanceVersion 1.0.0 | View details → |
Tallyproof Statement ConverterZovoConvert bank and credit card statement PDFs to Excel or CSV, reconciled to the cent. Publisher keywords · listing …excel bank statement pdf to excel bank statement to csv credit card statement to excel pdf to excel reconcile bank statement bank reconciliation quickbooks csv import categorize transactions money in and out by month bank statement pdf to excel converter pdf bank statement converter statement to exc… Show in context →2 more matching sourcesPublisher description Convert bank and credit card statement PDFs to Excel or CSV, reconciled to the cent. Show in context →Publisher full description …and a QuickBooks-ready CSV (Date, Description, Amount). You can also paste or list transactions to reconcile them or total money in and out by month and category. Good for bookkeepers, freelancers and small businesses doing monthly books or taxes, and anyone preparing statements for a loan applicat… Show in context → |
FinanceVersion 1.0.2 | View details → |
Counzel for Exact OnlineCounzel AI Publisher full description …bscriptions, the documents filed on a record, open CRM opportunities and matching suggestions for unreconciled payments. Every figure is computed by Counzel from the posted ledger, never estimated by the model. With the person's confirmation it can also make changes in Exact Online: a quotation, a p… Show in context → |
FinanceVersion 1.0.4 | View details → |
Distill MarketsDistill Markets Pty Ltd Publisher description …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. Show in context → |
FinanceVersion 1.1.0 | View details → |
FurtherFurther Finance Ltd Publisher description …erformance, review capital calls and distributions, look up portfolio company holdings 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 → |
InsourciaVictor Jumbou Publisher description …m the French public registries (INPI/RNE, INSEE, BODACC, DECP) and sector sources, consolidated and reconciled by us. An Insourcia account is required Show in context → |
FinanceVersion 1.0.1 | View details → |
LedgerBooksTC Systems NY Corp. Publisher description …or small businesses. Ask about your numbers, enter invoices and bills, categorize the bank feed and reconcile accounts, right from ChatGPT. Show in context →1 more matching sourcesPublisher full description …stomers, vendors, items and jobs. Categorize and match bank transactions, read a bank statement and reconcile an account to $0.00, and run health checks that find duplicates and explain an account that doesn't look right. Built for trust: each connection is pinned to one company you choose; ChatGPT… Show in context → |
FinanceVersion 1.0.0 | View details → |
NormanNorman AI Inc. Publisher description …eipts, transactions and accounts. Create and send invoices, organize receipts, categorize expenses, reconcile transactions and review your books. Understand your VAT figures, prepare for tax returns and year-end, and follow balances back to the documents and entries behind them. In Germany, Norman s… Show in context → |
FinanceVersion 1.1.0 | View details → |
VibooksBlock Software Inc. Publisher description Bookkeeping software for AI agents, from source documents to reconciled books. Show in context →1 more matching sourcesPublisher full description …rd statements into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare for month end. Books stay on your device by default, and every write remains user-controlled. Show in context → |
FinanceVersion 0.7.0 | View details → |