Finance Codex plugins

Plugin name

Wisesheets

Publisher subtitle

Term sheets for DSCR loans

Publisher description

…ource of truth for clean, structured cross-system data from 200+ integrations: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,…

Publisher description

…ts published by Brazilian companies. Search by company name or CNPJ, view company profiles, balance sheets and income statements, compare company rankings, and read publications with links to source documents on Balanços.AI. Financial figures are shown in Brazilian reais, with reporting periods and…

Publisher description

…searches, details, and compares a catalog reconstructed from publicly available commercial product sheets (mobile, devices, home, business cyber, and digital protection). It helps identify coverage, overlaps, gaps, and profile fit, and links to the official pricing tool. It is not a Telefónica or M…

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 withou…

Publisher description

…ral-language queries. The app provides access to structured financial information including balance sheets, income statements, cash flow statements, and key financial ratios. Users can request specific metrics or comparisons, and the app dynamically generates charts based on the selected data. Curre…

Publisher description

…ctricity offers in Italy. Instead of visiting each provider's website or deciphering confusing rate sheets, you can see the best available offers based on your actual consumption and location, all in one screen. Tell Facile.it Energia what you need - electricity, gas, or both - and it shows you a si…

Publisher description

…stock prices across HOSE, HNX, and UPCOM, dive into company financials: income statements, balance sheets, cash flow..., and track macroeconomic indicators, FX rates, gold, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class.…

Publisher description

…source documents, memos, checklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account access, and current market reference rates.

Publisher description

…al trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask things like "How did my breakout setups perform this month?", "Where am I losing the most?" or "Am I sticking to my own rules?" — and get answers based on your actual trades. Your assistan…

Publisher description

…equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst tools — drawing AI-powered deep equity research across earnings, company research, watchlist…

Publisher description

…xpense management, money management, budget management, and everyday personal finance without spreadsheets or a separate finance app.

Publisher description

…re your risk concentrates, how a holding compares to its peers — without juggling six tabs or spreadsheets. What you can do: Chat with any ticker or your full portfolio Work from live charts with indicators (RSI, MACD, 20/50 MA) Analyze earnings history, estimates, and surprises Screen by price acti…

Publisher description

…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 investors a loan qualifies for and why. Tinm…

Publisher full description

…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 investors a loan qualifies for and why. Tinm…