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Read-only: reconciles Shopify Payments payouts against the order transactions that funded them and flags amount discrepancies.
Read-only: aggregates shipping revenue charged to customers vs. actual shipping line costs by carrier and method.
Read-only: calculates total inventory value (quantity × cost) per location and per vendor for accounting and insurance.
Read-only: aggregates tax collected by jurisdiction from order tax lines for filing prep.
Read-only: breaks down revenue by fulfillment location for multi-warehouse P&L and location performance.
Read-only: calculates total outstanding gift card balance as a financial liability, broken down by issue cohort and remaining balance band.
Read-only: for stores with subscription products, calculates MRR, ARR, active subscriber count, and rolling churn rate from subscription contracts.
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, organizi...
Generate excel formula generator operations. Auto-activating skill for Business Automation. Triggers on: excel formula generator, excel formula generator Part of the Business Automation skill category. Use when working with excel formula generator functionality. Trigger with phrases like "excel f...
Use when tasks involve creating, editing, analyzing, or formatting spreadsheets (`.xlsx`, `.csv`, `.tsv`) using Python (`openpyxl`, `pandas`), especially when formulas, references, and formatting need to be preserved and verified.
Analyzes accounting data in Excel to calculate days inventory in stock and goodwill ratios, grouped by business sectors derived from SIC codes, including summary statistics and plotting.
Performs financial calculations for capital budgeting (NPV, IRR, Payback Period, etc.) adhering to strict formatting rules regarding decimal precision and currency symbols.
Create accounting firm business plans. TRIGGERS - Use when user needs help with accounting-firm-plan related tasks.
Design AI financial advisory assistants. TRIGGERS - Use when user needs help with ai-financial-advisor related tasks.
Build hardware startup financial models. TRIGGERS - Use when user needs help with financial-model-hardware related tasks.
Write MD&A sections. TRIGGERS - Use when user needs help with management-discussion-analysis related tasks.
Build financial scenario planning models. TRIGGERS - Use when user needs help with scenario-planning-finance related tasks.
Create variance analysis templates. TRIGGERS - Use when user needs help with variance-analysis-template related tasks.
Read-only: Compare shipping_total collected from customers against configured shipping zone rates to identify pricing gaps.
Read-only: Calculate total inventory value (stock_quantity × price) by category and export as a financial summary.
Read-only: Sum tax_lines by tax class and rate across completed orders for a specified period and export a tax liability report.
Read-only: Aggregate gross revenue, refunds, and net revenue by day, week, or month using WooCommerce reports.
Comprehensive spreadsheet creation, editing, and analysis with support
Read-only: tracks total discount dollars given over configurable time buckets (week/month/quarter), broken down by discount type and code.
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