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Finance Codex plugins

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Finance plugins 9

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FindashFinDash, IncFindash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeti...

Publisher subtitle

Advisor workspace

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Publisher description

…cords, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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FinanceVersion 1.0.0
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Alvore FinanceAlvore Finance

Publisher description

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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FinanceVersion 1.0.0
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BriefcaseBriefcase

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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CampfireCampfire

Publisher description

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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FinanceVersion 1.0.0
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GainiumGainium LLC

Publisher description

Gainium helps users inspect their trading bot workspace from ChatGPT through a read-only connector. Users can list and review bots, deals, account balances, connected exchanges, strategy schemas, market screener data, curated presets, and existin…

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FinanceVersion 1.0.0
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Hey-Traders! Quant TradingHeyTraders, Inc.

Publisher full description

…d capability discovery to connect research, strategy development, and validation in your HeyTraders workspace. Agents discover the tools relevant to each task and retrieve focused results, keeping interactions concise while working with the application’s current capabilities. Requires Codex desktop…

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FinanceVersion 1.0.1
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LevLev Inc.

Publisher description

Lev connects ChatGPT to a user's commercial real estate workspace. Users can inspect and manage deals, indexed deal facts, source documents, memos, checklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account ac…

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FinanceVersion 5.0.0
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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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QuartrQuartr

Publisher description

…o lets users manage Quartr research assets such as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters through ChatGPT.

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FinanceVersion 5.0.1
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