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Found 5 Skills
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.
Extract invoice data from images or text descriptions and generate a categorized Excel expense report. Supports receipt photos, scanned invoices, and manual text input. Auto-classifies into: business entertainment (客户餐费), travel-transport (机票/火车票/打车), travel-accommodation (酒店), travel-meals, office supplies, communication, and other. Use when the user mentions "发票报销", "expense report", "报销单", "发票整理", "invoice", "报销汇总", "发票分类", "reimbursement", or has invoice images to process.
Guide to analyze multiple documents (PDF, DOCX) against user-defined columns and produce a structured Excel output with citations. Use when the user wants to: (1) Extract specific information from multiple documents into a table, (2) Compare clauses or provisions across contracts, (3) Create a document review matrix with source citations. Triggers on: 'tabular review', 'document matrix', 'extract from documents', 'compare across documents', 'review multiple contracts'.
Converts natural language business approval workflow descriptions into YonBIP-standard Excel workflow path tables to import workflow definition into YonBIP. Use when user provides approval rules in natural language and needs workflow path tables.
Extract invoice data from images or text descriptions and generate a categorized Excel expense report. Supports receipt photos, scanned invoices, and manual text input. Auto-classifies into: business entertainment (客户餐费), travel-transport (机票/火车票/打车), travel-accommodation (酒店), travel-meals, office supplies, communication, and other. Use when the user mentions "发票报销", "expense report", "报销单", "发票整理", "invoice", "报销汇总", "发票分类", "reimbursement", or has invoice images to process.