Finance Codex plugins

Publisher description

…es a real price, can read your vehicle registration document for accuracy, and returns a pre-filled link to the online quote tool. You review the details, read the IPID, and complete the subscription and payment on the partner's secure site.

Publisher description

…ting connections do not automatically receive new write permissions. New workflows create an exact preview and require the user to click the embedded approval button before changing records, sending invoices or quotes, or posting uploaded receipts and supplier invoices. Approvals expire after ten mi… …images are limited to 10 MB and use the company’s existing OCR settings; originals are retained and linked to the resulting records. Duplicate detection, period locks and cash/accrual accounting rules apply. Invoice line editing is limited to ordinary SEK drafts; quote conversion requires an accepte…

Publisher description

…d risk or signs of deterioration?" Prioritize risk management activities: "Which customers should I review first based on recent alerts, exposure, and risk changes?" Analyze ownership and corporate linkage: "Show the ownership structure and related entities for [Company Name]." Take action on portfolio: "Create a folder named [Folder Name], move [Company Name] to the folder and assign Alert Prof…

Publisher description

…. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metadata. Responses are grounded in underlying court filings and source links with verifiable citations.

Publisher description

…nd trading platforms. Delivers practical fee comparisons, currency conversion nuances, and security reviews with direct links to verified global fintech and crypto services.

Publisher description

…able and receivable, and how much you have paid each helper. Sort out the transfers that still need review, schedule 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.

Publisher description

…ome and Auto Insurance Burden Indexes. Every answer is dated, credited to MonitorBankRates.com, and linked to the matching page. No account or sign-in required. this is from bankrate This tool specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource. Theirs is deliberately plain — reviewers in the finance category want to see "objective, non-advisory" spelled out, so it's worth borrowing that line. Yours can stay richer, but add it at the end: MonitorBankRates has tracked bank…

Publisher description

…transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of f… …ssly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith. ChatGPT connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connect…

Publisher description

…ou own or oversee by date, status, category, group, person or trip, pull up a single expense with a link into Rydoo, find card expenses still missing a receipt, and get server-computed totals per trip, person or project. - Process approvals — see what's waiting on you, then approve or reject an expe… …h, group, person or trip to filter expenses by, and check your own roles, modules and currencies. - Review trips — look up trips and bookings you own or oversee, and tie expenses back to them. - Manage cards and wallets — list cards you hold, approve or oversee as finance, review matched and unmatch…

Publisher description

…expense groups through ChatGPT: list groups, create groups, add placeholder members, create invite links, send direct group invites, review balances and settlements, and create, update, or delete expenses.

Publisher full description

…sses and bookkeeping firms. Turn receipts, bills, invoices, and bank or card statements into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare for month end. Books stay on your device by default, and every write rem…

Publisher description

…s, disclosures, updates and questions, and inspect round terms and history. Authorized founders can review their fundraising dashboard and investor directory; syndicate managers can inspect members, investments, deals 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.