Finance Codex plugins

Publisher description

…bookkeeping, Akaunting gives you a clear, straightforward way to stay on top of billing, costs, and reporting — without extra complexity.

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…

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…

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.

Publisher description

…aid 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. Analyst and Pro plans add depth: full ownership lists, point-in-time detail, cross-ticker comparison and the pre-2009 corpus.

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.

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.

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…

Publisher description

…tGPT. Ask about your balance, explore gross sales and payment counts, or compare performance across reporting periods. Results are shown separately by currency where applicable. NeroPay Insights provides read-only access to the merchant account you authorise. It cannot initiate payments, send transf…

Publisher description

…g Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.

Publisher description

…receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked

Publisher description

…y, margin, growth and customer concentration, kept current from your bank and accounting data. Your reporting tells you what happened. Here you get what it did to your options: which stay open, which close, and when.

Publisher description

…als and activity. With separately granted permissions, follow or unfollow companies. Capability-gap reporting stores feedback linked to the connected account for internal review. The app cannot invest, reserve, move money, recommend investments, or guarantee returns.

Publisher description

…ions • Upload, list, and download supporting attachments • Automatically fill in your firm-specific reporting template