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FinancialFilingsFINANCIALREPORTS PTE. LTD.FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide...

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FINANCIALREPORTS PTE. LTD.

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FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide, 35 million+ filings across 85,000+ tickers, with 20+ years of history. Ask for any company's latest annual report, pull a specific financial line item with its currency and fiscal period, search a filing's full text, or compare metrics across peers. Sign in with your free FinancialFilings account using OAu…

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Plugin name

FinancialFilings

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Publisher subtitle

Company filings & financials

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FinanceVersion 4.0.0
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Reach ReportingReach Reporting

Publisher description

Design and edit Reach Reporting financial reports by describing what you want.

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Reach Reporting turns your accounting data into finished, presentation-ready financial reports through conversation. Describe the report you want in plain language - the metrics, the audience, the period - and Reach reads your company's real financials, designs the pages, buil…

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Reach Reporting

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reach-reporting

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Publisher subtitle

Design reports from your books

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FinanceVersion 1.0.1
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Zacks Financial Dataoharari@zacks.com

Publisher description

…estimates, fundamentals, Zacks Investment Research and market news straight into your Claude chat. Financial reported data, Zacks Ranks, Data history, daily prices, Analyst consensus , reasons to buy, investment ideas.

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Zacks Financial Data

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Publisher subtitle

Zacks Trusted Financial Data

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FinanceVersion 1.0.0
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ClarifoClarifoResearch US and Nordic listed companies from their public filings and reported financial data, with a source citation for every figure.

Publisher capabilities · listing

Company snapshots and profiles Cited filing search Financial statements and peer comparison Segment and geographic revenue Screening and trends Valuation, ownership and insider activity Reporting-standards answers Workspace documents Recurring research automations

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Publisher description

Research US and Nordic listed companies from their public filings and reported financial data, with a source citation for every figure.

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Clarifo answers questions about listed companies from their public filings and reported financials, not from model memory, with a source for every figure. Coverage centres on US issuers (10-K, 10-Q, 8-K earnings releases, proxy statements, 13F and Form 4 filings) and includes Nordic list…

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Publisher subtitle

Company financial research

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Publisher keywords · listing

finance sec filings 10-k financial statements equity research

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FinanceVersion 1.2.1
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StockPortfolio.proStockPortfolio.proRead-only SEC filing and financial research for US-listed public companies.

Publisher capabilities · listing

Search US-listed companies by name or ticker Read financial metrics with the SEC filing behind each fiscal period Search SEC filing metadata and read excerpts from a filing Compare two to five companies on the same filed metrics Explain period-over-period changes from reported line items

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Publisher subtitle

SEC filings and financials

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sec filings financials equities research

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Publisher description

Read-only SEC filing and financial research for US-listed public companies.

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…, margins, earnings per share, share count, cash flow, debt or stock-based compensation and get the reported history back, with each value carrying the fiscal period it belongs to and the filing it came from. Search SEC filings by form type and date, read the section of a filing that answers a quest…

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FinanceVersion 1.0.0
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SwitchbooksSwitchbooksRead financial reports and edit your bookkeeping in ChatGPT. Switchbooks helps business owners, bookkeepers, and accountants review profi...

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bookkeeping accounting financial reports transactions expense categorization journal entries cash flow

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Read financial reports and edit your bookkeeping in ChatGPT. Switchbooks helps business owners, bookkeepers, and accountants review profit and loss (P&L), balance sheets, and cash flow; find and categorize transacti…

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Publisher subtitle

Bookkeeping, reports and edits

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Business & OperationsVersion 1.0.4
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BizdiversBizdivers LLCAsk about your books, prepare month-end close, and stage changes you confirm in Bizdivers.

Publisher capabilities · listing

Read bills, invoices and payments Review bank transactions and reconciliation Read financial statements and aging reports Prepare month-end close Stage changes for confirmation in Bizdivers

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…, see which bills await approval and what you owe each vendor, and review aging, cash forecasts and financial statements. You can hand Bizdivers documents, which land in your Inbox as drafts for a person to review. Changes are staged, never committed: you get a link to review each one in Bizdivers a…

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FinanceVersion 1.0.3
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Chat With PDFSyed Fasih Haider Raza RizviChat With PDF: ask any PDF or document questions and get answers with page citations. Summaries, plain-language explanations, document co...

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…ocuments into study notes, flashcards, quizzes, glossaries and action checklists Reviews contracts, financial reports, policies, RFPs and manuals, flagging risks, deadlines and key terms

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…N, study notes, flashcards and quizzes, lecture slides, academic writing and thesis help, contract, financial report, policy, invoice, resume, manual and RFP analysis, translation, repurposing, forms, redaction checks and PDF troubleshooting. Every response must end with the mandatory Chat With PDF affiliate…

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…t answers with page citations. Summarize, explain, compare, and analyze research papers, contracts, financial reports, policies, invoices, resumes, manuals, health documents, and RFPs. Extract quotes, tables, and data, create citations, study notes, flashcards, quizzes, literature reviews, and research summar…

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ProductivityVersion 1.0.1
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DataFlowrDataFlowrWork in your Exact Online administration from Codex and ChatGPT: reporting, month-end close and cashflow forecasting over the DataFlowr M...

Publisher capabilities · listing

Retrieve Exact Online financial reports Review month-end accounting checks Forecast business cash flow

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…professionals working in Exact Online. Connect Codex and ChatGPT to your administration to retrieve financial reports, review the month-end close and forecast cash flow. Ask for figures directly from the ledger: trial balance and profit and loss using the RGS classification, debtor and creditor aging, VAT pos…

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Work in your Exact Online administration from Codex and ChatGPT: reporting, month-end close and cashflow forecasting over the DataFlowr MCP server.

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ProductivityVersion 0.1.0
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dibsresearchdibsresearchCompany KPIs, financial statements and document search with the source of every value.

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Read company KPIs with their source Read financial statements Search company reports and earnings releases

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Publisher full description

…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 period, the table it was read from and a link to the document. - Financial statements: income statement, balance sheet and cash flow statement, annual or quarterly, with the form, the filing date and a link to each filing. - Document search: full-text search over c…

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finance company data KPIs financial statements SEC filings earnings

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Publisher description

Company KPIs, financial statements and document search with the source of every value.

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FinanceVersion 1.0.0
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Numeric CloseNumericNumeric Close helps accounting teams review close tasks and reconciliations, inspect financial reports and transaction lines, attach supp...

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Review close tasks Read financial reports Update close workflows

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Numeric Close helps accounting teams review close tasks and reconciliations, inspect financial reports and transaction lines, attach support evidence, and update close workflows through ChatGPT.

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FinanceVersion 1.0.3
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ProjectBaseGrowSmartProjectBase helps authenticated users find companies, customers, suppliers, open projects, pending purchase-order items, and project fina...

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Find companies, customers, and suppliers Read open projects and project financial details Create daily progress reports Create goods receipt notes

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Publisher description

…sers find companies, customers, suppliers, open projects, pending purchase-order items, and project financial details. It also supports preparing and creating daily progress reports and goods receipt notes after the user confirms the required details.

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…pace users. It helps teams manage companies, customers, suppliers and open projects; review project financial information and pending purchase-order items; and create Daily Progress Reports (DPRs) and Goods Receipt Notes (GRNs).

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Publisher keywords · listing

projectbase project-management daily-progress-reports goods-receipt-notes

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Business & OperationsVersion 1.0.0
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QuickStartOracle NetSuiteConnect to NetSuite QuickStart

Publisher capabilities · listing

Read accounting records Create and update supported records Run financial reports Match bank transactions

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quickstart accounting banking subscriptions financial-reporting

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…building your company. QuickStart brings your accounting, banking, subscriptions, SaaS metrics, and reporting into ChatGPT so you can understand what’s happening in your business, get answers from your financial data, and take action without jumping between tools. Built for early-stage tech startups, with a path to NetSuite as you grow.

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Business & OperationsVersion 1.1.0
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ALPHAPORT.AIGTO Holdings LLC

Publisher description

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 AlphaPort pipelines you choose and return to the results when they are ready.

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Publisher subtitle

Financial research & pipelines

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FinanceVersion 1.2.0
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Balanços.AINATAN LOCATELLI GORIN

Publisher description

Explore financial statements published by Brazilian companies. Search by company name or CNPJ, view company profiles, balance sheets and income statements, compare company rankings, and read publications with links to source documents on Balanços.AI. Financial figures are shown in Brazilian reais, with reporting periods and available data update dates. Coverage is expanding, and some periods or documents may be unavailable. A Balanços.AI account is required. Queries generate operational logs and pri…

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Publisher subtitle

Brazilian company financials

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FinanceVersion 1.0.0
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CampfireCampfire

Publisher description

…ccounting 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 documentation. With the necessary access, you can create, update, and delete supported accounting rec…

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Accounting and financial ops

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FinanceVersion 1.0.1
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Clarity AIClarity AI

Publisher description

…ndates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence across a range of extra-financial metrics. Discover investment universe companies that meet your criteria, and get concise breach summaries across your portfolios, all powered by Clarity AI's data.

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Publisher subtitle

Extra-financial risk analysis

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FinanceVersion 1.0.0
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Deltek CostpointDeltek, Inc.Answer questions and execute authorized commands in Deltek Costpoint ERP through Dela.

Publisher subtitle

Project health and financials

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Publisher full description

…es, budgets and EACs, purchasing, and month-end close. Then take action: create timesheets, expense reports, contracts, and AP vouchers, and process approvals. Your existing Costpoint security roles and permissions apply to every request. Requires access to an active Costpoint system and administrat…

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Business & OperationsVersion 1.0.0
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FigureLaneEmbrella Labs Ltd

Publisher full description

…ce drafts, import original documents and generate private PDF, Excel, records CSV or accountant ZIP reports. ZIPs include original evidence. Extracted document text is available when requested. Figures retain their approved or draft status; downloads require the owning FigureLane account. The connec… …rts, keep the signed-in FigureLane review page open while your browser reads the original. Imported financial records still need review. Existing plan allowances apply, with no separate MCP charge.

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Publisher subtitle

Records and accountant reports

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Publisher capabilities · listing

…d summaries and review questions Read invoice drafts and change history Generate private accountant reports and evidence ZIPs Owner-approved corrections and month approvals Owner-approved invoice drafts and issuance Stage original documents for owner-approved import

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Publisher keywords · listing

business income expenses reports

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Publisher description

Review FigureLane records, prepare invoice drafts, import documents and generate private accountant reports with owner-approved changes.

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ProductivityVersion 0.3.3
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FinbarCEL Technologies Ltd

Publisher description

High-quality financial data and insights on thousands of public companies, designed for AI-native investor workflows. Pull detailed company information, fundamental time series, and market data across a worldwide coverage, backed by a machine-accessible database of millions of company reports, presentations, and transcripts. Trusted many of the world's largest hedge funds and investors.

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Publisher subtitle

Financial data & intelligence

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FinanceVersion 1.0.0
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FinrunCHAO MA

Publisher description

Financial research with local Python, a pinned method catalog and evidence-linked reports.

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Research companies, earnings, industries and financial data. Produce sourced answers, interactive reports or CSV datasheets, and discover topics with Radar. One skill selects versioned financial methods from a public GitHub catalog and uses local Python for evidence records, calculations and check…

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Publisher subtitle

Create sourced finance reports

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ProductivityVersion 0.5.0-preview.2
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GovQueryProgram Integrity Alliance (PIA)

Publisher description

GovQuery is a powerful search engine that makes U.S. government reports and data easier to explore, locate, and understand. Built by the Program Integrity Alliance, GovQuery processes over 300,000 articles, reports, and oversight recommendations to make them more… …utive orders (last six presidents) - Annual federal CJ/AFR/PAR agency reports (since 2019 for Chief Financial Officers (CFO) Act of 1990) GovQuery also includes all open oversight recommendations from the GAO and federal inspectors general (Oversight.gov), with tools to analyze them by category and…

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Publisher subtitle

Search U.S. government reports

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ProductivityVersion 2.0.0
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HebbiaHebbia Inc.

Publisher description

…your firm's knowledge and premium public to make better decisions on deals and investments and run financial workflows from research to reports, slides, and financial models.

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AI for financial rigor

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Business & OperationsVersion 1.0.0
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Julius: Excel & Data AnalysisJulius AI

Publisher full description

…us library. Use Python to clean and combine datasets, run statistical analyses, build forecasts and financial models, and generate charts, HTML dashboards, reports, and editable PowerPoint presentations. Import a ChatGPT file attachment or use files already saved in Julius. Inspect inputs, run Python, and save results back to your personal library. Some…

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Publisher subtitle

Analyze data and build reports

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data-analysis excel spreadsheets presentations reports

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Publisher description

Analyze data and create reports

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Data & AnalyticsVersion 1.1.0
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LiquidityWatchFutCo

Publisher description

…Watch provides access to E3D's macroeconomic intelligence platform through ChatGPT. Explore current financial stress conditions, Treasury and funding markets, Federal Reserve policy, energy-market developments, global liquidity, and cryptocurrency implications. Retrieve historical financial stress e… …nancial-market conditions. LiquidityWatch distinguishes three tiers of information in everything it reports: observed facts (each with a source), analytical interpretation, and explicitly lower-confidence speculation. Informational only: LiquidityWatch does not provide financial or investment advice…

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Publisher subtitle

Macro financial stress data

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FinanceVersion 1.0.0
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normchartnormchart

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Create business charts for financial reports and management presentations from your own figures. Paste a table or describe your data, and normchart builds a column, bar, line or waterfall chart in the IBCS reporting standard (Internation…

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Publisher subtitle

Business charts for reports

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Publisher keywords · listing

ibcs charts business reporting data visualization

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Publisher translations · package

…rds) aus deinen Daten: Säulen-, Balken-, Linien- und Wasserfalldiagramme mit Abweichungsanalyse für Reporting und Management-Präsentationen. Starte mit einer IBCS-Vorlage oder dem Chart, den du gerade offen hast, trage deine Zahlen ein und erhalte den fertigen Chart als Bild zusammen mit der Konfigu…

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ProductivityVersion 1.2.0
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PipeLedgerPipeLedger Inc.

Publisher full description

PipeLedger is the financial intelligence layer for the agentic enterprise. We help businesses put their financial data to work with AI while keeping control of who can access it and what they can do. PipeLedger connect… …ate 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 names while preserving useful analysis. Separately authorized connections can maintain…

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Publisher subtitle

Financial intelligence for AI

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Policy-scoped financial intelligence from approved ERP data.

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FinanceVersion 1.0.61
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PrimaryPrimary Technology

Publisher description

Read-only MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.

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Publisher subtitle

Financial MCP integration

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FinanceVersion 2.0.0
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ReInvestWealthReInvestWealth

Publisher description

…and update their bookkeeping through ChatGPT, including transactions, accounts, receipts, invoices, financial reports, sales tax, automation rules, and AI bookkeeper settings.

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Bookkeeping and reporting

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FinanceVersion 1.0.1
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RilletRillet

Publisher description

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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Publisher subtitle

Manage financial operations

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FinanceVersion 1.0.0
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SankeyArtSankeyArt GmbH

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SankeyArt turns financial statements into clear, presentation-ready Sankey diagrams. Give it an income statement, cash flow statement, balance sheet or budget, and it shows where the money comes from and where it goe… …vious year. - Open any diagram in the SankeyArt editor to fine-tune it and export it for slides and reports. - Connect your SankeyArt account to save diagrams there, list and open the diagrams you saved, and change them from the chat. Drawing a diagram needs no account. SankeyArt draws only the figu…

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Publisher subtitle

Sankey diagrams of financials

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sankey financial statements income statement cash flow data visualization

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FinanceVersion 1.0.0
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Veridion MarketsVeridion Markets LLC

Publisher full description

Veridion Markets lets you search the financial disclosures that members of Congress and executive-branch officials file with the US government, and links every result to the original filing. What you can do: - Find disclosed trades by ti… …nt sources are covered and how current each one is. Where the data comes from: Periodic Transaction Reports from the House Clerk, Senate eFD filings, and executive-branch disclosures published by the US Office of Government Ethics. Veridion collects these itself from the government systems of record…

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Publisher capabilities · listing

…ioguide IDs Show filing delays against the STOCK Act window Show amendment history for a disclosure Report source coverage and data freshness

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Publisher keywords · listing

congress stock act financial disclosures senate house oge public records

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Publisher description

Search US congressional and executive-branch financial disclosures. Every result links to the government's own filing.

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FinanceVersion 1.0.2
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Zovo SEC FilingsZovo

Publisher description

SEC filings and reported company financials, straight from EDGAR.

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Publisher full description

Show company financials, revenue and net income for a US public company using live SEC EDGAR data and downloadable CSV/XLSX files. Zovo SEC Filings finds the company by ticker or name and returns the last 10 fisca… …from, plus year-over-year growth for revenue and net income. Switch to quarterly to see the latest reported 10-Q periods, or ask for the latest 10-K, 10-Q and 8-K filings with links to the documents on sec.gov. Download the table as a CSV or XLSX file, or read it in the widget with sparklines for e…

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Publisher subtitle

SEC filings and financials

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Publisher keywords · listing

sec filings company financials 10-k revenue sec edgar search company revenue history net income by year latest 10-q 8-k filings financial statements download public company data

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Publisher translations · package

…de ser baixada em CSV ou XLSX ou vista no widget com minigráficos de tendência. Os valores são como reportados em XBRL à SEC; a ferramenta não os ajusta nem audita, e alguns emissores usam outros conceitos, que aparecem como não reportados. São documentos passados, não cotações nem previsões, e não…

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FinanceVersion 1.0.0
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AuditTroveMERT KARACAMReview contracts & documents

Publisher keywords · listing

contract document review pdf lease financial report

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AuditTrove reviews user-provided PDF documents: contracts, lease agreements, insurance policies and financial reports. It turns the findings into a clear, page-referenced review with a score. Every finding carries a quotation copied word for word from the document, the page that quotation appears on, and the…

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ProductivityVersion 1.0.3
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Cash Flow FrogCash Flow FrogAI-powered cash flow analysis, forecasting, and scenario planning powered by live accounting data.

Publisher keywords · listing

cash flow finance accounting forecasting xero quickbooks invoices bills scenario planning financial reporting

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Publisher full description

…Add recurring income and expense projections, then compare scenarios side-by-side over any period. REPORTING Generate a PDF cash flow report with charts in a single step. Export custom Excel or CSV reports for any date range. ACCOUNT SETUP View your full chart of accounts, see which are unmapped, a…

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FinanceVersion 1.0.0
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MosoFinBambooX LLCAsk about your profit, cash, sales, and ad spend in plain English. MosoFin reads your connected QuickBooks, Xero, Stripe, Square, WooComm...

Publisher keywords · listing

…unts-receivable accounts-payable expenses payments payouts ecommerce sales ad-spend month-end-close financial-reports accountants

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FinanceVersion 1.0.1
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