180 skills · sorted by relevance
Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace. Use when the user asks what's paid vs unpaid, to reconcile the bank, to find missing payments, or to match transactions to invoices.
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Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
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Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
The English summary is being prepared. Showing the original description.
Comprehensive patterns for AI-powered document understanding including PDF parsing, OCR, invoice/receipt extraction, table extraction, multimodal RAG with vision models, and structured data output. Use when "document parsing, PDF extraction, OCR, invoice processing, receipt extraction, document understanding, LlamaParse, Unstructured, vision document, table extraction, structured output from PDF, " mentioned.
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Use when a task needs the judgment of a billing and posting clerk — generating an invoice against a rate/contract schedule, applying an incoming payment across multiple open invoices, processing a credit memo or adjustment, or investigating an aging-report discrepancy.
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Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
The English summary is being prepared. Showing the original description.
Automatically organize invoices and receipts for tax preparation by extracting key information, renaming files consistently, and sorting into logical folders. Transform chaotic bookkeeping into tax-ready records.
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Generate, fill, and assemble PDF documents at scale. Handles legal forms, contracts, invoices, certificates. Supports form filling (pdf-lib), template rendering (Puppeteer, LaTeX), digital signatures (DocuSign), and document assembly. Use for legal tech, HR automation, invoice generation. Activate on "PDF generation", "form filling", "document automation", "digital signatures". NOT for simple PDF viewing, basic file conversion, or OCR text extraction.
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Extract structured data from receipts and invoices for bookkeeping, expense tracking, and tax preparation. Supports email, photos, scanned images, PDFs, and accounting exports. Outputs vendor, date, amount, tax, line items as table, CSV, or JSON. Trigger on "process receipts", "extract receipts from email", "scan invoices", "capture expenses".
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Generate professional documents — PDF, Word (.docx), Excel (.xlsx), and invoices — from natural language descriptions or structured data. Covers AI-powered and simple document creation, HTML-to-PDF conversion, PDF extraction/OCR, merging, watermarking, and data export. Use when you need to create campaign decks, reports, proposals, invoices, spreadsheets, or any shareable document — especially for Step 7 monthly presentations, campaign briefs, and analytics reports.
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Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
The English summary is being prepared. Showing the original description.
Financial advisor for GreenEnergyFL — tracks job finances, bills, vendor payments, cash flow, and overdue invoices. Use this skill whenever the user asks about money, payments, invoices, bills, job costs, what's owed, what's coming in, cash flow, overdue accounts, financial summaries, or anything related to GreenEnergyFL's finances. Trigger even if the user just says "check the bills", "what do we owe", "who hasn't paid", "how are we doing financially", or "show me the jobs".
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Extract invoice data and generate a formatted PDF summary in a single pipeline.
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Generate a professional PDF invoice with company branding, line items, and totals.
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Generate an XLSX invoice with company info, line items, subtotal/tax/total formulas, and currency formatting.
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Extract structured fields from zatca e-invoice documents.
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Extract supplier invoice details structured for direct import into ERP systems like SAP, Oracle, or Microsoft Dynamics.
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Extract structured fields from sales invoice documents.
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Extract structured fields from recurring invoice documents.
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Extract structured fields from proforma invoice documents.
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Extract structured data from multiple invoice PDFs in one call, then pipe the results directly into an XLSX accounts payable tracker.
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Extract vendor name, line items, totals, and dates from invoice documents.
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Extract structured data from multiple invoice files in a single API call using an array schema.
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Extract timekeeper entries, disbursements, matter references, and billing summaries from law firm invoices.
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