Finance Codex plugins

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Automate expense workflows

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Execute Risk workflows

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Advisor workspace

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Chat & work with other agents

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Automate firm workflows

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Lending workflow and offers

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AI for all CRE workflow needs

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Log real estate work hours

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Built for complex workflows

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Explore the VSC network

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…aim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thirty-six sector model templates Automated research audits

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…nd DAO governance, simulate lending actions, and prepare non-custodial transactions or signed-order workflows through ChatGPT.

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…ty limits or specific coverage inclusions, to see how they influence the insurance estimate. How it works: Simply describe your car's characteristics and what you need (e.g., "A basic third-party car insurance for a Seat Ibiza"). The app will generate a corresponding non-binding policy outline. You…

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Bring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your account to run the Al…

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…al funds rate. Built for portfolio analysis, valuation modeling, quantitative research, and agentic workflows, from quick ticker lookups to multi-step financial analysis.

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Alvore Finance is the workspace where financial consultants and their business clients keep the numbers an engagement runs on. With this app you can ask about a company's P&L, indicators, budget and categorized transaction…

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…atGPT translates and answers grounded in the official text. Results support research and compliance work; they are not a substitute for legal counsel. Free, no account needed.

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…bile, or cloud-backed tasks. Make requested record and configuration changes, generate reports, and work through filing and payment workflows with explicit approval for consequential actions. Available workflows depend on your Avalara products, company configuration, role, and permissions. This plug…

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…olio visibility, cleaner trade review, and easier access to market context directly inside their AI workflow.

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…eivables management, customer communication, invoice follow-up, credit control, and debt collection workflows so businesses can reduce late payments, improve cash flow visibility, save time on repetitive collection work, and maintain professional customer relationships.

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…s Bizora’s research engine into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary source authority rather than secondary commentary. Ask the question the way you would ask a colleague. Bizora interprets it, researches it against the govern…

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…ss, balance sheet and aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect.

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Campfire connects ChatGPT to your company accounting workspace to find bills, invoices, contracts, journal entries, and other records; analyze financial reports and budgets; inspect close tasks, attachments, and support cases; and search Campfire help d…

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Caribooks helps business owners and bookkeepers work with their QuickBooks Online companies in English or French. Review financial reports and open invoices, find expenses missing receipts, and match documents from the Caribooks document box to tra…

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…rs, refunds, settlements, payouts, payment links, reconciliation reports, transaction activity, and workflows — without jumping between tools or dashboards. Built for both operational visibility and developer workflows, the platform is evolving beyond dashboard actions to support the full suite of C…

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…tion 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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…ailure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped.

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…ailure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped.

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…ailure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped.

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…sh - View positions and portfolio details conversationally - Move from research to execution in one workflow Liquid Co-Invest brings trading into the conversation, making it easier to understand markets, act on ideas, and stay connected to your portfolio.

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…plete, sourced answer. Most other MCP servers only offer raw search and list data. Supercharge your workflow. Identify high-growth companies, run diligence in seconds, and act on opportunities before other firms catch on, or give your customers foresight into market movements directly in your produc…

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…t data; create and maintain selected ERP records; and run month-end close and cash-flow forecasting workflows.

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Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and p…

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…s writing back to Double in real time. You control what ChatGPT can read or update in your account. Works with QuickBooks, Xero, NetSuite, and Sage Intacct. Built for bookkeepers, accountants, and finance teams running the month-end close.

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…Get live spot prices, find the cheapest hours to run appliances or charge an EV, optimize flexible workloads to reduce electricity costs, and compare electricity contract options where available.

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…s scoped to what you can already see. Make your treasury management system a native part of your AI workflow, without leaving the conversation.