Finance Codex plugins

Publisher subtitle

Recurring payment monitoring

Publisher keywords · listing

payments psp checkout refunds webhooks recurring hosted-fields integration

Publisher description

…derless 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.

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…lists, and understand spending patterns from their own financial data. Users can ask for summaries, recurring expense detection, affordability checks, savings simulations, and goal-based scenario planning. It is designed to support financial planning and decision-making through a connected CapyCash…

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…rom the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be reviewed in the Caribooks portal. A Caribooks account connected to QuickBooks Online is required. Companies start with read-only access. Users enable writ…

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Interview shoppers, research current deals and genuine freebies, and prepare low-noise recurring watches.

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…the connected organization's fundraising data: org identity, donors, donations, campaigns, events, recurring plans, ticket purchases, and insights aggregations for counts, sums, trends, and rankings.

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…it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money went — Compare spending across months, categori…

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Fold helps users securely review their own transactions, accounts, investments, recurring expenses, credit profile, and savings through ChatGPT.

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…o categorize them. Set budgets per category or period and stay on track with proactive checks. Plan recurring income and expenses, and track your spending across any timeframe. Ask "am I overspending on dining this month?" or "how much can I afford to save in Q3?" and get advice grounded in your rea…

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…ation. Ask for a monthly financial overview, a spending breakdown by envelope, recent transactions, recurring subscriptions, or a comparison between budget periods. MONVELOP tools are read-only. They cannot create, edit, or delete financial data, initiate payments or transfers, connect a bank, or ex…

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…Securely connect your accounts to instantly check bank balances, review recent transactions, track recurring bills, and analyze spending by category without digging through dashboards or statements. Nexafin is privacy-first and read-only. It cannot move money or access sensitive credentials. You st…

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…so you can ask real questions about your money. Check balances, analyze spending by category, track recurring subscriptions, and monitor your full financial picture — all through conversation. Link your accounts once and get instant, read-only access to your financial data whenever you need it. Your…

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…Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots. Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events…

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…ps households understand what they can actually afford by bringing balances, transactions, budgets, recurring 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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…utomatically from Chilean bank accounts and cards. Ask about monthly spending, budgets, trends, and recurring merchants. List uncategorized transactions and suggest categories for you to review and confirm in the ualet app.

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…n financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences.

Publisher description

…e your entire financial life right from chat. Record expenses and income in natural language; track recurring payments and subscriptions with auto-pay; manage loans and installment plans with a full payment schedule; import and reconcile card and bank statements with smart merchant matching; set bud…