Loading...
Loading...
Found 15 Skills
Use this skill when preparing P&L statements, balance sheets, cash flow reports, board decks, or KPI dashboards. Triggers on financial statements, P&L, balance sheet, cash flow statement, board reporting, KPI dashboards, investor reporting, and any task requiring financial report preparation or presentation.
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.
Post-earnings analysis skill — generates institutional-grade earnings update reports (8–12 page DOCX) and structured conversation summaries for companies under coverage. Covers beat/miss analysis, segment breakdown, margin trends, guidance assessment, updated estimates, and valuation. Supports US, HK, and A-share markets. Use this skill whenever the user wants a post-earnings analysis or quarterly-results writeup, even if they do not say "earnings update" verbatim. Triggers: "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "earnings report", "post-earnings analysis", "beat/miss", "guidance update", "财报分析", "业绩更新", "季度业绩", "季报", "年报", "盈利分析", "财报点评", "財報分析", "業績更新", "季度業績", "季報", "年報", "財報點評".
Expert-level accounting, tax, financial reporting, and accounting systems
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
Generate a categorized spending breakdown with month-over-month trends.
Financial and statistics report listing and downloading from Google Play Console via GCS. Use when asked to view, list, or download financial earnings, sales, payouts, or app statistics (installs, ratings, crashes).
Personal finance CLI for tracking income, expenses, accounts, budgets, and savings goals. Use when the user wants to manage personal finances, track spending, set budgets, or analyze financial data. Install via npx finance-cli. All commands support --json for structured output.
Implement a complete double-entry accounting system inside any SaaS app. Users enter transactions naturally (sales, expenses, inventory) while the system auto-posts journal entries under the hood. Produces both user-friendly reports and technical financial statements (Trial Balance, Balance Sheet, Income Statement, Cash Flow). Enforces 10000% accuracy with balanced entries and seamless void/reversal mechanics. Use when building any financial, ERP, POS, or inventory system that needs proper accounting.
Launch the Fava web UI for visual exploration of your Beancount ledger. Interactive charts, account views, queries, and reports in the browser. Use when you want to visually explore your financial data. CLEAR step: R (Report)
Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.