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Found 18 Skills
Use this skill when designing chart of accounts, automating reconciliation, managing AP/AR processes, or streamlining month-end close. Triggers on chart of accounts, bank reconciliation, accounts payable, accounts receivable, month-end close, journal entries, accruals, and any task requiring bookkeeping process design or automation.
Categorize invoices and receipts by vendor, expense category, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, expense reimbursement, or when the user mentions receipts, invoices, expenses, bookkeeping, or tax categorization.
Reconcile Venmo business transactions and separate personal from business.
AI-powered transaction categorization with learning. Applies rules, pattern matching, and AI inference to categorize transactions. Learns from corrections. Use after /cfo-capture or /cfo-bank-import to categorize uncategorized transactions. CLEAR step: L (Log)
Dext integration. Manage Organizations, Users, Goals, Filters. Use when the user wants to interact with Dext data.
Use when "organizing invoices", "sorting receipts", "tax preparation", "expense tracking", or asking about "invoice renaming", "financial documents", "bookkeeping automation"