Finance Codex plugins

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…unts and statuses, all without leaving ChatGPT. Ideal for portfolio managers and investor relations teams who need fast, conversational access to their Atominvest data to support reporting, investor queries, and portfolio monitoring.

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Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming email…

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Brex helps finance teams and employees review company spend through ChatGPT. Users can look up expenses, cards, limits, users, bills, vendors, and accounting records; analyze spend; attach receipts from HTTPS URLs; upda…

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…what’s supported, flag what isn’t, and get a clean deal overview in seconds. Built for acquisitions teams, analysts, and investors who need answers they can defend.

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…orporate strategists seeking acquisition targets, VCs screening deal flow, and business development teams hunting new partners. If your work involves private companies, CB Insights delivers the insight you need to make your next move first.

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…sectors, structures, and lenders. Built for leveraged-finance, private-credit, CLO, DCM, and legal teams. Read-only and informational only — not legal, lending, investment, or underwriting advice.

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…predictive signals into the AI tools and agents you already use. Built for investors, go-to-market teams, product builders, and anyone else who needs answers, not just search results. Ask in plain English. No code, no technical training. The MCP figures out the filters, fields, and connections you…

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…For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. B…

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…D&B Commercial Graph™ For inquiries, please contact OpenAILeads@dnb.com. Dun & Bradstreet empowers teams to execute risk workflows such as KYC/KYB, entity resolution, screening, alert triage, and more using relationship-aware business context from the D&B Commercial Graph™. Verified risk data, anch…

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…with QuickBooks, Xero, NetSuite, and Sage Intacct. Built for bookkeepers, accountants, and finance teams running the month-end close.

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…plications across different platforms. By enabling smooth interoperability, MCP empowers investment teams to easily share insights, streamline workflows, and enhance collaboration regardless of their tools or technology stacks. With MCP, firms can integrate new solutions efficiently, drive innovatio…

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…h breakdown with live ECB reference rates. FX Hedge is decision support for treasury and investment teams. It provides analytics only: it does not give investment advice, make recommendations, or execute transactions. A C8 FX Hedge subscription is required; you sign in with your subscription email a…

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…rings official tax sources into ChatGPT for tax advisers, tax lawyers, accountants and in-house tax teams. Research legislation, administrative guidance, case law, tax treaties, EU law and OECD publications across the jurisdictions available in IFG. Find a source from a citation or topic, browse a c…

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…with primary-source controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits.

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…az in your agents: full-featured accounting, finance, and reporting. Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default.

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…er you in a new jurisdiction, or change any settings. Built for finance, accounting, and operations teams who need fast, accurate answers about their compliance status, whether that's confirming a nexus threshold, checking a customer's exemption history, or estimating tax on a new deal.

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Lendflow lets lending teams work their pipeline from ChatGPT. Look up applications and the businesses behind them, review the offers and funder placements attached to a deal, see which documents are still outstanding, and…

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…he practice in the cantons of ZH and ZG." Built for tax advisors, fiduciaries, lawyers and in-house teams. Requires a Lexplorer account (login on first use) — more at lexplorer.ch.

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Lightsplit is a shared group ledger designed for trips, households, and teams, managed entirely through conversation. Easily create groups and share access via Web, LINE, or Telegram. Track expenses, income, and settlements with equal, weighted, or custom splits across mu…

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…irmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer engagement. The solution combines comprehensive Moody’s entity intelligence, including global company profiles, h…

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…including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio strategy in one seamless experience.

Publisher full description

…uity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispriced, what is priced in, what proves or…

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Rillet helps finance teams retrieve financial data and manage accounting records, including invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

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…step analysis, and autonomous agent workflows. Can be used alongside S&P Global - Deterministic for teams that need both structured and flexible data access.

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…, transcripts, and more. Designed to save time and resources for engineering, product, and business teams in financial services, this server streamlines access to company information, financial statements, historical market data, and global securities.

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…raud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

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…raud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…raud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…raud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

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…wnership structure and dilution - all grounded in your live Vestd data. Built for founders, finance teams, and company secretaries who manage equity on Vestd and want faster, conversational access to the records behind it.