117건 · 관련도순
Organize, categorize, track, and manage invoices systematically with automated extraction of invoice data, payment tracking, and financial organization. Use when processing invoice uploads, extracting invoice details (date, amount, vendor), categorizing expenses, tracking payment status, organizing receipts, generating financial reports, or building accounting and bookkeeping systems.
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Optimize cloud costs through resource rightsizing, tagging strategies, reserved instances, and spending analysis. Use when reducing cloud expenses, analyzing infrastructure costs, or implementing cost governance policies.
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Runs small and midsize business bookkeeping operations - categorizes bank and card transactions to a chart of accounts, reconciles a bank or card statement against the ledger, works a month-end close checklist, and produces a close package for the accountant. Works from QuickBooks Online, Xero, bank CSV/OFX, or Mercury exports, and from the Xero, QuickBooks, or Mercury connectors when present. Use it whenever the user says "reconcile", "bank rec", "categorize transactions", "month end close", "close the books", "books don't match the bank", "reconciliation is off by", "uncategorized expenses", or shares a QuickBooks or Xero export or a bank statement CSV, even if they do not name the task. Never plugs a difference; every unreconciled dollar is explained or listed.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Forecast construction project cash flow. Project income and expenses, identify funding gaps, and optimize payment timing for improved financial management.
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Build a profit & loss statement (compte de résultat / income statement) from a Well workspace. Use when the user asks for a P&L, income statement, compte de résultat, revenue vs expenses, or net result over a period.
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Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
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Commercial Property Analysis — NOI, cap rate, expense ratio, tenant mix, vacancy, debt coverage, replacement cost, and lease analysis with Commercial Score (0-100)
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Estimates rental income from comparable rentals, builds a full expense model, calculates cash flow and key investment metrics across conservative, moderate, and optimistic scenarios
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CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit assessment.
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Submit expense reimbursements through Benepass (app.getbenepass.com). For users whose employer uses Benepass as their benefits platform. Handles login, benefit selection, form filling, receipt upload, and submission. Requires browser/computer-use capabilities.
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Investment screener with pre-built strategies (Dividend Growth, 3-Fund Index, Bond Allocation, REITs, International Diversification, ESG) and custom criteria support. Returns curated ticker lists, allocation models, expected returns, expense ratios, and a recommended portfolio with rebalancing notes. Output saved as FINANCE-SCREEN.md.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Retirement projection with Monte Carlo simulation logic. Calculates required nest egg via 4% rule and 25x expenses, projected vs needed gap, contribution recommendations, asset allocation by age, Social Security claim optimization, healthcare cost projections, and withdrawal sequence planning. Use when the user says "/finance retirement", "am I on track for retirement", "how much do I need to retire", "Social Security timing", or any retirement question.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Emergency fund analyzer. Calculates the right emergency fund size based on job stability, family structure, fixed expenses, dependents, and employee vs. business-owner status. Recommends where to keep it (HYSA, money market, T-bills, I-Bonds), how fast to build it, what counts as a true emergency, and how to replenish after use. Produces FINANCE-EMERGENCY.md.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Investment portfolio analyzer. Audits current allocation vs target, asset class diversification (stocks, bonds, real estate, alternatives), expense ratios, tax efficiency, rebalancing needs, factor tilts (value, momentum, quality), three-fund portfolio fit, target-date fund analysis, and Boglehead-style optimization. Produces FINANCE-PORTFOLIO.md with a portfolio score, specific rebalancing trades, and fund swap recommendations.
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60-Second Financial Snapshot — fast assessment of financial health based on six core inputs (income, expenses, savings, debt, age, retirement goal). No subagents. Produces a compact terminal scorecard with savings rate, DTI ratio, emergency fund coverage, retirement on-track status, and top 3 priority actions in under 40 lines.
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Valuation criteria for developed market growth general insurance stocks. Combined Ratio improvement trajectory, premium growth 7-10% YoY, expense ratio decline, and retention rate targets.
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Answer employee questions about company policies, benefits, and procedures. Use when users ask about PTO, vacation, sick leave, parental leave, health insurance, 401k, remote work policy, expense reimbursement, code of conduct, professional development, or any company-specific rules and perks.
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Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.
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Structures actuarial pricing analysis with loss cost estimation, expense loading, and rate adequacy testing. Use when analyzing premium rates, calculating rate indications, or assessing pricing adequacy.
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Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Use this skill when the user needs to set up bookkeeping, track revenue and expenses, prepare for taxes, choose accounting software, understand SaaS revenue recognition, or manage the financial operations of their bootstrapped business. Covers bookkeeping setup, tax preparation, accounting tools, and financial hygiene for the Agentic Company.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Organize receipt images and subscription invoice/receipt PDFs for Japanese sole-proprietor or side-business bookkeeping: extract evidence, rename files, and update monthly memos. Use for 領収書, レシート, receipt, OCR, リネーム, 確定申告, 勘定科目, 経費, subscription receipts, or payment-method change history. Not for company/D365 travel expense claims.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Frappe HRMS and ERPNext HR guidance for employees, attendance, leave, payroll, shifts, expense claims, recruitment, onboarding, and HR workflows. Use when work touches HRMS or people operations in the Frappe ecosystem.
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Use when a task needs the judgment of an executive administrative assistant — triaging a stacked calendar against competing priorities, deciding what reaches an executive versus what gets redirected, reconciling a multi-city travel itinerary or expense report, drafting on an executive's behalf within a delegated-authority boundary, or handling a scheduling conflict across time zones.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.