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Found 197 Skills
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.
OpenBB 🦋 integration. Manage data, records, and automate workflows. Use when the user wants to interact with OpenBB 🦋 data.
Perigon integration. Manage Organizations. Use when the user wants to interact with Perigon data.
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.
This is used when users or Agents need to obtain, query, synchronize, analyze or export A-share market data, financial reports, valuations, indices, sectors, public funds, featured data or local DuckDB data via Hithink Finance Data Service, or need to select, install, configure, diagnose REST API, MCP, hithink-finance CLI, Python SDK/marketdb.