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Finance Codex plugins

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Finance plugins 11

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Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs...

Publisher capabilities · listing

…orensics, and risk calculations Evidence ledger and claim 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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Publisher full description

A public-equity research workstation built on analyst manual. It enforces current primary-source research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculations, dependency gates, independent red teams, management prediction scoring, forecast-error attribution, evidence freshness, research-confidence scoring, EVoI prioritization, 36 sector models, and automated audits. Tip Jar: https://ko-fi.com/quie…

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Publisher description

Skills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits.

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FinanceVersion 2.0.0
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BriefcaseBriefcaseBriefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profi...

Publisher keywords · listing

accounting bookkeeping financial-close invoicing management-accounts xero quickbooks

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Publisher description

…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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Publisher full description

…ted to Xero, QuickBooks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, manage expense claims, run prepayments, accruals and depreciation, read profit and loss,…

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FinanceVersion 1.3.0
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AmokDanny On The Air

Publisher description

…official sources, never paraphrased. Ask about bank licensing and prudential rules, technology risk management, liquidity risk, payment systems and Bakong, AML/CFT, or fintech policy. Amok searches a corpus built from Cambodia's official sources — the National Bank of Cambodia's laws, prakas, and gu… …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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FinanceVersion 1.0.0
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BillabexBillabex

Publisher description

…led communications, and send personalized payment reminder emails. Billabex centralizes receivables 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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FinanceVersion 2.0.0
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D&B Finance AnalyticsDun & Bradstreet

Publisher description

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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FinanceVersion 3.0.0
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EmbatEmbat

Publisher description

…your existing permissions, so every reply is scoped to what you can already see. Make your treasury management system a native part of your AI workflow, without leaving the conversation.

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FinanceVersion 1.0.0
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HelpDolDANIEL DE OLIVEIRA LOPES

Publisher description

Control your business by chatting with ChatGPT. HelpDol is an AI-powered financial management app for sales professionals, service providers, self-employed workers, freelancers, contractors, and small business owners. Connect your bank account once in the HelpDol app and your income and expenses are imported automatically — no manual typing, no duplicate…

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FinanceVersion 2.0.1
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HourProofSequoia Labs LLC

Publisher description

…ontemporaneous material-participation records for tax purposes. Through ChatGPT, users log property-management activities as they happen ("log 90 minutes of turnover cleaning at Beach House yesterday"), review their activity log with date, property, and category filters, check year-to-date hours aga… …750 for LTR) with on-pace status, and cross-reference synced guest reservations when reconstructing work performed. Activities logged through ChatGPT are labeled as agent-logged in the user's audit trail and sync to the HourProof mobile app.

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FinanceVersion 1.0.0
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Moody's Credit MCPMoody's

Publisher description

Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment,… …litative insights. It combines comprehensive entity information, such as financials, ownership, and management, with Moody's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroecon…

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FinanceVersion 3.0.0
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NormanNorman AI Inc.

Publisher description

…as the last time you issued an invoice by voice? Norman securely connects ChatGPT to your financial workspace, making financial management effortless.

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FinanceVersion 1.0.0
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PocketSmith Complete AccessPocketSmith

Publisher description

…y support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and…

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FinanceVersion 1.0.0
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