Finance Codex plugins

Publisher subtitle

Manage crypto tax records

Publisher description

…ts have drifted, and what is due next. With write access explicitly granted, it can create and post records: invoice drafts, customer payments, journal entries, supplier invoices, bank reconciliations and to-dos. Financial actions may create bookkeeping entries and update related invoice, expense or…

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…ete account and communication histories, monitor collection priorities, update customer and billing records, manage contacts, pause or resume automated payment reminders, respond to tasks raised by the AI agent, prepare scheduled communications, and send personalized payment reminder emails. Billabe…

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…y. Bizora retrieves and analyzes tax authority without creating, modifying, or deleting your client records or research source material. Research usage is metered against your Bizora account credit balance. Bizora is a research tool, not a substitute for professional judgment. Review the cited autho…

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…d through ChatGPT. Users can look up expenses, cards, limits, users, bills, vendors, and accounting records; analyze spend; attach receipts from HTTPS URLs; update memos and attendees; assign card expenses to limits; export expense data; and submit product feedback.

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…to your company accounting workspace 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 dele…

Publisher description

…for each company; deleting, voiding and emailing documents 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 throug…

Publisher description

…ds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped.

Publisher description

…ds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped.

Publisher description

…ds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped.

Publisher description

…financial, CRM, project, sales, banking, asset, and document data; create and maintain selected ERP records; and run month-end close and cash-flow forecasting workflows.

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Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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…oss your accounts, look up invoices and payment status, review card activity, and check bookkeeping records and tax deadlines. You need an active Finom account to use this connector. Access is limited to the companies your account is authorized for, and you approve access through Finom’s standard si…

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HourProof helps short-term and long-term rental owners keep contemporaneous material-participation records for tax purposes. Through ChatGPT, users log property-management activities as they happen ("log 90 minutes of turnover cleaning at Beach House yesterday"), review their activity log with date…

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Search, create, and update records across the Intapp Celeste portfolio with secure, compliant retrieval via Intapp Celeste plugin. Ensure the workflows you rely on from Intapp Celeste are available to integrate into your projec…

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…on, address, or product Check on the status of your filings, for all jurisdictions Look up customer records, transactions, and exemption certificates Look up your product catalog and product tax categories This MCP server informs your decisions rather than acting on your behalf: it doesn't file a re…

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…a deal to its next workflow status. Users sign in with their own Lendflow account and see only the records that account already has access to.

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…are deals last year. You can also paste a list of company names or websites and match them to Mergr records in one step. Twelve read-only tools cover firm, company, and deal search; buyer, investor, and advisor matching; ownership histories; activity rankings; and roll-up tracking. Every result link…

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…tlooks, economic scenarios, and strategic talking points - CRM Enrichment – enrich account and lead records with company data and insights - Marketing Segmentation – develop data-driven audience segments using company, market, and relationship insights

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…unting judgement may be required. It does not make payments, post transactions or change accounting records. Tax projections and financial insights are estimates and should not be treated as regulated financial, investment or tax advice.

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…one REPSLog mobile and web apps, not through ChatGPT. Logs created here sync to those apps, so your records stay in one place for IRS documentation.

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…s rental portfolio and tax-readiness software for U.S. landlords. Connect it to query live Revestor records after OAuth consent, including properties, REPS hours, expenses, and mileage. With write access, assistants can propose time logs, mileage, or unclassified expenses; proposals stay pending in…

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Rillet helps finance teams retrieve financial data and manage accounting records, including invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

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…tions — expense-policy Q&A: what's reimbursable, which limits apply, and similar. - Look up company records — find the right category, branch, group, person or trip to filter expenses by, and check your own roles, modules and currencies. - Review trips — look up trips and bookings you own or oversee…

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…rring entries, cashflow, and projected balances together. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.

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…s, and company secretaries who manage equity on Vestd and want faster, conversational access to the records behind it.

Publisher full description

…g firms. Turn receipts, bills, invoices, and bank or card 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-c…

Publisher description

…ts and get alerts; record your salary; and see your net worth across all accounts at a glance. Keep records in any currency — fiat or crypto — with live market and exchange rates, and gauge the real purchasing power of any amount using built-in inflation data (TR/US/EU/UK). Ask "How much did I spend…

Publisher description

…t you sign in with, including any shared spaces you belong to. The app reads and writes bookkeeping records only — it can never move money, make payments or reach any account outside Whisper Money. Requires a Whisper Money account on a paid (Pro) plan. Sign in happens through Whisper Money's own OAu…

Our research · summary

Work with payment records and develop payment integrations.