Finance Codex plugins

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CPQ, billing, and revenue

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Accept payments. Grow revenue.

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Track B2B invoices and revenue

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…vestor data, and fund commitments, directly from your conversation. 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 amou…

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…verify yourself. Responses point back to the sources that control the issue, including the Internal Revenue Code, Treasury regulations, revenue rulings and revenue procedures, IRS guidance, and federal case law. State and international authority is included where the question calls for it. Common us…

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…company-reported outcomes; examine management-claimed advantages alongside listed peers; understand revenue segments; review market transactions and corporate actions; and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly separates repo…

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Get instant answers about upcoming work, revenue, customer payments, and business performance from your FinOpps account.

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Irish Tax Hub helps users estimate Irish taxes, inspect current tax rates and deadlines, search Revenue guidance, and research Ireland's double-taxation treaties through read-only tools.

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…r upload screenshots from other 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 lang…

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…ed on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company and for how long; which sponsors are building roll-ups in a sector; which banks advised the most software deals last year. You can also paste a l…

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Moody’s Growth & Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified…

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…l tax code plus all fifty states and the District of Columbia. The 2026 federal constants match IRS Revenue Procedure 2025-32. Federal cases reproduce to the cent against the independently maintained PSL Tax-Calculator, and state results reproduce to the cent against OpenTaxSolver across California,…

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…cker or CIK, pivot reported facts across companies, periods and dimensions, resolve a concept like "revenue" to its XBRL element, and run full-text search across filing narratives, then read the exact section. Read a filing the way it was filed: list the statements and notes in a 10-K or 10-Q, then…

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…ta 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: produce investmemo first drafts, quickly answer dilig…

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TrueProfit helps ecommerce merchants review revenue, costs, profit, orders, products, ads, pixel-based marketing attribution, UTM performance, customer overview, and store health from their authenticated TrueProfit account in ChatGPT.

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…unting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data insid…

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…unting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data insid…

Publisher description

…unting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data insid…

Publisher description

…unting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data insid…

Publisher description

…, ROIC, and margins for public companies. Ask for any company's fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet without leaving the chat. An affordable alternative to Bloomberg Terminal, Alpha Vantage, and Financial Modeling Prep, trusted by 70,000+ investors…