Finance Codex plugins

Plugin name

Fiscal.ai

Plugin name

StackerScan

Publisher subtitle

Analizza fiscalità portafoglio

Publisher subtitle

Scan for options trades

Publisher description

…ou already relied on - Working through cross-border and multistate questions where the authority is scattered - Building the technical support behind a memo, a client email, or a workpaper - Getting oriented on an issue outside your usual specialty Because the connector runs inside ChatGPT, the rese…

Publisher description

…lls are recorded in your connection audit history. Reading attachment content includes an AI safety scan that counts toward your company Ember AI spend.

Publisher description

…tions reduce ambiguity, improve consistency, and make more confident commercial credit decisions at scale. It also enables teams to move from insight to action through portfolio management and workflow capabilities available within D&B Finance Analytics. Use D&B Finance Analytics to: Evaluate credit…

Publisher description

…policy-driven logic provide the foundation for consistent decisioning across systems of record and scalable risk operations in regulated environments. You can use D&B Risk Analytics to: Verify and onboard suppliers: "Can you verify and cross-check the data from my vendor outreach form for <Company…

Publisher description

Double manages the month-end close. It replaces spreadsheets and scattered checklists with a single system connected to your GL or ERP: tasks, team assignments, and close status all in one place. Connect it to ChatGPT and you can act on your close without switching…

Publisher description

…nsive market intelligence database, covering market sizing, forecasting, trends and competitive landscape across 10,000 markets. Every number is fully traceable to the underlying sources and assumptions, based on Economic Mind’s bottom-up methodology.

Publisher description

…t helps people capture receipt images and PDFs, search 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

facturillo keeps your Panamanian receipts ("facturas") organized automatically — scan the DGI QR code and every line item, vendor, and total is captured. This app connects ChatGPT to your facturillo account with read-only access, so you can ask natural questions about your real sp…

Publisher description

…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 OAuth, no API key needed. Built on the open Model Context Protocol.

Publisher description

…to each source - Look up companies and the moats behind them, assessed with the 7 Powers framework: scale economies, network effects, counter-positioning, switching costs, branding, cornered resource and process power - Track the companies you care about with a personal watchlist Ask ChatGPT about a…

Publisher description

…s beneficios asociados a tu tarjeta o encuentra descuentos y experiencias que se adapten a lo que buscas: Conoce los beneficios asociados a tus tarjetas. Encuentra descuentos y beneficios en viajes, entretención, restaurantes y mucho más. Explora experiencias y beneficios exclusivos de Itaú. Conoce…

Publisher description

…core benefits (travel perks, lounge access, dining discounts, and more). Instead of digging through scattered pages, Kredit makes it easier to narrow your options with simple filters and clear explanations of what each feature means in practice. Whether you’re looking for everyday savings on groceri…

Publisher description

…DGAR. Pull exact as-filed XBRL facts and multi-period financial statements, track a metric across fiscal periods, screen and rank 5,500+ companies by financials, compare peers, read filing sections (risk factors, MD&A, earnings), and full-text search SEC EDGAR. Coverage: 10-K/10-Q (and amendments),…

Publisher description

…ownership structures - Industry classifications and segmentation - Financial indicators and company scale metrics - News, market signals, and company events - Risk indicators and early warning signals - Economic data and research Use Moody’s Growth & Strategy MCP for: - GTM Planning – define and siz…

Publisher description

…analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research workflows.

Publisher description

…also supports multiple ledgers for different purposes, sharing with family or friends, and receipt scanning. A Suitoly account is required. Get the app: - iPhone / iPad: https://apps.apple.com/app/id6790985695 - Web: https://app.suitoly.com

Publisher description

…tax-deductible under HMRC rules • Calculate capital allowances on business equipment and vehicles • Scan receipts and categorise them for your tax return All calculations use official HMRC rates for 2024-25 through 2026-27. No sign-up required, no data stored, MTD compliance completely free from HMR…

Publisher description

…sing trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which invest…

Publisher full description

…sing trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibility, DTI restructuring, and income calculations across a broad set of lenders and investors, instantly identifying which invest…

Publisher description

…and book a demo or trial without leaving the chat. Built for anyone evaluating how to digitize and scale an insurance intermediary business.