Finance Codex plugins

Publisher subtitle

Manage tax transactions, exemptions, returns, and reports

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…

Publisher capabilities · listing

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

Publisher

FINANCIALREPORTS PTE. LTD.

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…

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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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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…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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Local analysis and validation for Antom Settlement Detail reports.

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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.

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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…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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…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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…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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…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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…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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…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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…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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…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.

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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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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…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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…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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…e backtests to see how your strategies would have performed historically. View detailed performance reports with interactive charts showing entry/exit points, returns, and risk metrics.

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…gs and research - Expected default frequency - Economic data and research - News and media - Annual reports Use Moody's Credit MCP for: - Credit Analysis - access comprehensive credit risk data and research to assess creditworthiness and compare risk across issuers and instruments - Risk Management…

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…spending, search your transaction history, spot possible duplicate charges, and get clear spending reports, category reports, financial reports, and monthly budget summaries. It helps with expense management, money management, budget management, and everyday personal finance without spreadsheets or…

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…uding invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

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…memos, meeting prep and more. All Sacra research & data is available including: * company & market reports and expert interviews accessible via search * revenue estimates & models as structured data * round-by-round funding data including valuation and price per share For investors, VCs & corp dev:…