Finance Codex plugins

Publisher description

…ws and readable text; CSV records are supported where the workflow explicitly requests CSV. Complex PDFs, images and scanned records need verified transcription. Export a plain-text pack for your own review. Calendar evidence is not a statutory residence test or treaty conclusion. No passport OCR, b… …records are reconciled. Country-specific residence tests, exceptions, deemed days, treaty rules and split years require specialists. Document links are user-selected references, not verification that the text supports supplied dates, countries or work hours. Document authenticity and completeness ar…

Publisher full description

…d bank notifications, edit, move or delete operations and transfers, import a bank statement from a PDF, CSV or screenshot, set the month's limits, add, pause or mark paid calendar payments, create and order goals, create, rename, merge or delete categories and accounts, choose a brand's category, record money you lent or borrowed, split a bill with friends, add a credit and record its payments, change currencies and settings, and record, edit or move broker trades (trades from Interactive Brokers and Freedom also arrive by them…

Publisher full description

…pay and by when, how the VAT is made up, or what the Italian codes mean (document type, VAT nature, split payment, payment method). If an invoice you sent was rejected by the Sistema di Interscambio, attach the rejection receipt (notifica di scarto, the _NS_ file) and, if you have it, the invoice: e… …: it does not create, check in advance or send invoices. For many invoices at once (one Excel file, PDFs, a dashboard), use https://e-invoices.it. e-invoices.it processes the file only in memory: it does not store the file and does not log anything about it.

Publisher full description

…e and client; business-use percentage from your start-of-year and end-of-year odometer; a printable PDF mileage log with the columns the IRS asks for (date, destination, business purpose, miles, odometer); and an Excel (XLSX) workbook with the trips, a summary and the flags. For a quick answer, ask how much 4,200 business miles are worth, split before and after July 1, 2026, or turn two odometer readings into business miles. Good for employees filing expense reports, self-employed people and contractors, real estate agents, home health…