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Finance Codex plugins

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Finance plugins 57

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AvalaraOpenAIReview and manage Avalara transactions, exemptions, returns, and reports through the Avalara Product Portal in your local desktop browser.

Publisher subtitle

Manage tax transactions, exemptions, returns, and reports

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Publisher keywords · listing

avalara tax compliance transactions reports browser

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Publisher description

Review and manage Avalara transactions, exemptions, returns, and reports through the Avalara Product Portal in your local desktop browser.

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Publisher full description

Review transactions, liabilities, exemptions, returns, and reports through the Avalara Product Portal in your browser. Requires local browser access in ChatGPT Desktop or desktop Codex; not available on web, mobile, or cloud-backed tasks. Make requested recor…

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FinanceVersion 0.3.0
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Dubai Wealth IndexDubai Wealth IndexRegistered Dubai property data for research: sale prices, rents, gross rental yields, growth and off-plan returns by building, area and v...

Publisher capabilities · listing

Building prices, rents and gross yields Full building reports with growth evidence Area and villa community records Screen and compare buildings Check a yield claim against registered records Transactions behind each median Your saved buildings and what…

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Publisher full description

…-stamped by data edition. Ask about one building by its registered or marketing name, or get a full report on it covering every unit size, growth with both comparison periods, and each figure that was withheld for lack of evidence. Filter the whole index on your own thresholds (price band, minimum g…

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FinanceVersion 1.3.1
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EssentioEssentioInvoice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports.

Publisher capabilities · listing

Read Write Draft and send invoices Record payments VAT and income reports

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Publisher description

…with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports.

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Publisher full description

…hen issue it and email it to your Client. Record the payments your Clients made, and read a month's Reported VAT and Income from Essentio's own reports to see what is done and what is still open. The plugin acts only for the Business you choose when you connect, with the Role you hold there. It neve…

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FinanceVersion 1.0.6
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FinancialFilingsFINANCIALREPORTS PTE. LTD.FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide...

Publisher

FINANCIALREPORTS PTE. LTD.

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Publisher description

…ion+ filings across 85,000+ tickers, with 20+ years of history. Ask for any company's latest annual report, pull a specific financial line item with its currency and fiscal period, search a filing's full text, or compare metrics across peers. Sign in with your free FinancialFilings account using OAu…

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FinanceVersion 4.0.0
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AkauntingAkaunting

Publisher description

…gories and tags, and connect bank accounts to streamline reconciliation. You can also run financial reports, such as profit & loss and cash flow, to understand performance over time. Designed for practical bookkeeping, Akaunting gives you a clear, straightforward way to stay on top of billing, costs…

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FinanceVersion 1.0.0
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AlephAleph

Publisher description

…ons: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

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FinanceVersion 4.0.0
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ALPHAPORT.AIGTO Holdings LLC

Publisher description

…nd AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your account to run the AlphaPort pipelines you choose and return to the results when they are ready.

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FinanceVersion 1.2.0
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AlphaStocksPyxl

Publisher description

Analyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key positive, negative, and neutral signals from earnings…

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FinanceVersion 1.0.0
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Análise de FIIsAnálise de FIIs

Publisher description

…rganizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, distributions, and reports. Compare funds and use a screener to find FIIs that match your criteria. Authenticated Pro users can also track their own portfolios, including holdings, dividends, valuations, and processing…

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FinanceVersion 1.0.0
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Antom Reconciliation ExpertAntom

Publisher description

Local analysis and validation for Antom Settlement Detail reports.

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Publisher full description

Review Antom Settlement Detail CSV or XLSX reports to verify settlement calculations, summarize net settlement and fees, break down fees by payment method, and show exactly where amounts do not match. It analyzes only the files you provide and…

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FinanceVersion 1.0.0
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AtominvestAtominvest

Publisher description

…ersation. Retrieve financial KPIs such as revenue, EBITDA, and debt for portfolio assets across any reporting period, look up investor accounts and their associated entities, and get detailed commitment breakdowns across funds, including amounts and statuses, all without leaving ChatGPT. Ideal for p…

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FinanceVersion 1.0.0
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Awaken TaxAwaken

Publisher description

Awaken Tax helps users inspect cryptocurrency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct private tax records; and generate tax reports through ChatGPT.

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FinanceVersion 1.0.0
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Balanços.AINATAN LOCATELLI GORIN

Publisher description

…with links to source documents on Balanços.AI. Financial figures are shown in Brazilian reais, with reporting periods and available data update dates. Coverage is expanding, and some periods or documents may be unavailable. A Balanços.AI account is required. Queries generate operational logs and pri…

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FinanceVersion 1.0.0
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beatandraiseMOHANA KRISHNA CHENNUPATI

Publisher description

…arch filing text, browse filings and documents, inspect financial statements and tables, and review reported institutional holdings and insider transactions. The app retrieves public filing data; it does not execute trades or submit or modify filings.

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FinanceVersion 1.0.0
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Bigdata.comRavenPack

Publisher description

…their portfolio to analysts at hedge funds, asset managers, and investment banks. Run an initiation report, compare two 10-Ks, prep a pre-earnings or pre-FOMC briefing, track a competitor, catch a sentiment shift before consensus does, or build a sourced brief before a call, all from one grounded se…

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FinanceVersion 10.0.0
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BilköpskollenJAKOB CARL ECK FRIBERG

Publisher description

…s. It can compare two cars and say which is cheaper and by how much. Every answer links to the full report on bilkopskollen.se, where the assumptions can be changed.

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FinanceVersion 1.0.0
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BriefcaseBriefcase

Publisher full description

…se claims, run prepayments, accruals and depreciation, read profit and loss, balance sheet and aged reports, and raise sales invoices and manual journals on Briefcase Ledger for your clients. The assistant acts as you, on the clients you choose, with your permissions.

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FinanceVersion 1.3.0
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Bull AIBull AI

Publisher description

…mpany documents and data for NSE/BSE-listed Indian companies into ChatGPT and Codex. Explore annual reports, earnings materials and other company disclosures with citations; compare management guidance with later company-reported outcomes; examine management-claimed advantages alongside listed peers…

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FinanceVersion 1.0.0
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Buy Or Rent SimulatorMMEDIA LTD

Publisher description

…and alternative investment yield - Costs: Local property taxes and maintenance Get a clear, visual report on your break-even point and see exactly when ownership starts to pay off.

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FinanceVersion 1.0.0
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CampfireCampfire

Publisher description

…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 delete supported accounting rec…

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FinanceVersion 1.0.0
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CaribooksPeich Technologies Inc

Publisher description

…and bookkeepers work with their QuickBooks Online companies in English or French. Review financial reports and open invoices, find expenses missing receipts, and match documents from the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whos…

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FinanceVersion 1.0.0
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CashfreeCashfree Payments Pvt. Ltd.

Publisher description

…nstantly — including payments, orders, refunds, settlements, payouts, payment links, reconciliation reports, transaction activity, and workflows — without jumping between tools or dashboards. Built for both operational visibility and developer workflows, the platform is evolving beyond dashboard act…

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FinanceVersion 1.0.0
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ClarifoClarifo

Publisher description

…parison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers, and generation of Clarifo-branded visual cards from user-authored stories.

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FinanceVersion 1.0.0
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Clarity AIClarity AI

Publisher description

…ndates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence across a range of extra-financial metrics. Discover investment universe companies that meet your criteria, and get c…

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FinanceVersion 1.0.0
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D&B Risk AnalyticsDun & Bradstreet

Publisher description

…re any owners or directors located in high-risk or sanctioned jurisdictions?" Generate KYB decision reports: "Give me a full KYB decision report for <Company Name> — should we approve, refer, or decline?" Note: Requires D&B Risk Analytics license.

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FinanceVersion 1.0.0
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Distill MarketsDistill Markets Pty Ltd

Publisher description

…checked against the SEC document. The 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. A free account covers most tools. Analy…

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FinanceVersion 1.0.0
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ExpenseBotRobert E Balahura

Publisher description

…rch and organize expenses, monitor Gmail receipt scans, analyze spending and income, manage expense reports, prepare client invoices, and send confirmed reports to supported accounting destinations through ChatGPT.

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FinanceVersion 2.0.2
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ExpensifyExpensify, Inc.

Publisher description

…sk: - "How much did I spend on travel last quarter?" - "Which team members have unsubmitted expense reports?" - "Show me all approved expenses that haven't been reimbursed yet." - "Find my receipts from Uber over the past 30 days." - "Which categories am I spending the most on this month?" Read-only…

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FinanceVersion 1.0.0
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FahaliFuture Legends Inc

Publisher description

…ools are read-only — no order routing, no path to capital. Engines without enough resolved outcomes report 'calibrating' — never an invented number. Observation, not financial advice.

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FinanceVersion 1.0.0
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GlobalSource PartnersGlobalSource Partners, Inc.

Publisher description

GlobalSource Partners helps users find emerging and frontier market research, search published reports by topic and date, read permission-appropriate report content, and inspect research author profiles.

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FinanceVersion 1.0.0
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GrantLinkGrantLink

Publisher description

…ives authorized nonprofit staff read-only access to their organization's grants, funders, programs, reporting deadlines, fund receipts, budgets, and QuickBooks sync health from ChatGPT.

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FinanceVersion 1.1.0
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HelpDolDANIEL DE OLIVEIRA LOPES

Publisher description

…edule upcoming payments with reminders, generate receipts for helpers and clients, pull your yearly report for the accountant, and charge customers by card or payment link — all from the chat.

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FinanceVersion 2.0.1
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InvestraInvestra, Inc.

Publisher description

…listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permissions, and plan limits as the Investra web app, so anything done through the assistant matches what you'd see in your account. Built…

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FinanceVersion 1.0.0
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Jaz AccountingJaz

Publisher description

Jaz in your agents: full-featured accounting, finance, and reporting. Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default.

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FinanceVersion 2.0.0
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KeyBid PulsKeyBid

Publisher description

…r real estate platforms. The app analyzes the data to deliver instant revenue projections, detailed reports, and a concise conclusion on whether the property is worth purchasing for short-term rentals. Covering 56 countries and over 191 cities, it supports multiple languages including English, Roman…

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FinanceVersion 1.0.0
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Klardaten DATEV-ConnectorKlardaten GmbH

Publisher description

…aster data through ChatGPT. It supports guided discovery, scoped list and detail lookups, financial reporting, DMS metadata and content search, document retrieval, order inspection, payroll snapshots, and master-data access. Large read results can be retrieved through authenticated attachments. With…

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FinanceVersion 3.1.0
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