Finance Codex plugins

Publisher subtitle

Traceable market insights

Publisher capabilities · listing

…wth, minority and mezzanine investors for a raise Find investment banks and law firms for a mandate Trace a company's ownership history and hold periods Rank the most active acquirers and advisors in a sector or region Track buy-and-build roll-ups Match a list of company names or websites to Mergr r…

Publisher description

…use, 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, and your other tools

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…r CRE deals and portfolio, review underwriting facts — NOI, rent rolls, cap rates, debt terms — and trace every number back to its source document. Verify what’s supported, flag what isn’t, and get a clean deal overview in seconds. Built for acquisitions teams, analysts, and investors who need answe…

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Combine supplied wallet and exchange CSVs into a traceable ledger, flag duplicates and candidate transfers, identify missing acquisition history, and prepare disposal, source-of-funds and family-handover packs. No transactions, tax determination or…

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…des a managed, organized database that keeps your numbers clean and reliable. Every change is fully traced with a built-in audit trail, so you always know who changed what and when. A robust permission mechanism ensures each user sees only the data they're authorized to access. And with built-in fin…

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…risk: "What is the overall risk rating for <Company Name>, and what are the key drivers behind it?" Trace beneficial ownership: "Who ultimately owns and controls <Company Name>, and are any owners or directors located in high-risk or sanctioned jurisdictions?" Generate KYB decision reports: "Give me…

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dibsresearch gives ChatGPT company data that can be traced back to where it was published. - Company KPIs: operating figures and segment data as each company reports them, such as bookings, subscribers or segment revenue. Every value comes with its per…

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Distill Markets gives ChatGPT direct access to US SEC filing data, served exactly as filed and traceable to the EDGAR accession that stated each number. What it covers: - Fundamentals from 10-K and 10-Q XBRL: latest values, up to 20 years of history, financial ratios, and a valuation panel at y…

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…the filings behind them. Read exact filing text with page references, review filing summaries, and trace a motion to its objections and orders. Search hearing transcripts where they are indexed. Query structured datasets, such as DIP financing terms and court-awarded professional fees, to compare t…

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…t screen, then ask for a briefing on a deal. The result is a briefing your team can defend: figures traced to their sources, conflicts and permission limits stated, and open risks listed before the meeting. Requires an EQUIRE account. EQUIRE supports investment analysis and is not investment, legal,…

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…red by Moody’s proven cash flow and waterfall engines designated to support mathematical integrity, traceability, and transparent review - Comprehensive analytics: Supports pricing, multi-scope cashflow views, first-loss analysis, stratifications, and incremental analytics on existing cashflows. - F…

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…nals, China and regional evidence catalogs, and sourced newsroom context. Palimpsest helps analysts trace provenance, revisions and access restrictions before using evidence. Restricted economic collections remain metadata only; the plugin does not reconstruct denied observations or present research…

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…balances and operating activity. Compare results across periods and entities, investigate changes, trace figures to supporting transactions, and create financial statements and reusable reports. Your finance team controls each connection’s access and permissions. Identity masking protects sensitive…

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Screen and trace any Bitcoin, Ethereum, BSC or TRON address for AML/KYT risk in one message. PublicAML returns an AML score (0-100), risk level, sanctions and incident exposure and source of funds. It can also f…

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…sh KID figures for numeric Article 15 review triggers and returns structured results, coverage, and traces.

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Scorechain helps analysts screen blockchain addresses, retrieve blockchain intelligence, trace fund flows, inspect transactions, and search entities for AML compliance investigations through ChatGPT.

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…ompanies by industry, market cap, P/E, growth, profitability, debt, or cash flow; compare peers and trace findings to source data and filings. A stockinsights.ai account is required.

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…compares it with the pay ACTUALLY PAID, and returns GAPS, PROOFS and CALCULATIONS with every dollar traced to its line item, its evidence state and, when provided, its source and the agreement clause. It checks gross = sum of earnings, regular pay = rate x hours, each premium or overtime line agains…

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…residential property facts from Dubai Land Department sales and Ejari rent contracts, every figure traced to its source.

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…ts, resolutions). Instead of navigating the Vestd platform, ask your AI to investigate an issuance, trace a grant's acceptance and signing status, check share authorisation headroom across companies, review governance settings, or summarise ownership structure and dilution - all grounded in your liv…