Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning.
Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole…
World-class SaaS financial expert specializing in subscription accounting, revenue recognition (ASC 606), MRR/ARR tracking, cash flow management, unit economics, and financial…
Expert Financial Advisor specializing in wealth planning, retirement planning, tax-efficient strategies, and comprehensive financial planning for individuals and families.
Drafts sworn financial affidavits and mandatory disclosure statements for family law proceedings. Produces jurisdiction-compliant financial statements covering income, expenses,…
Write a financial-aid appeal or scholarship request letter that aid offices act on — factual, documented, and specific about the ask.
Comprehensive financial analysis workflow covering ratio analysis, trend analysis, benchmarking, and variance analysis. Delivers documented, audit-ready insights.
Generates structured summaries of financial analyses for commercial litigation. Use when summarizing expert financial reports, economic damages analyses, lost profits…
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making.
Prüft, ob Finanzierung/Sicherheiten gegen Kapitalerhaltung, Existenzvernichtung oder Organpflichten laufen im Private Equity Praxis.
将所有财务证据文件整合为单一提交前财务就绪检查。汇总 /employment-letter、/bank-statement-check、/cost-estimate 和（如有担保）担保人并行的财务文件。核实它们讲述连贯财务故事： 声称资金与银行余额一致、就业支持回国承诺、出行成本在资金能力 范围内。当用户已收集财务文件并问"我的财务证据准备好了吗"、…
Run an annual (or anytime) financial health check across the key areas — so you catch problems and opportunities instead of drifting.
Month-end and year-end close workflow covering journal entries, reconciliations, close procedures, and audit preparation. Delivers accurate, timely close with full audit trail.
Use when a calculator, financial model, investor memo, due diligence report, risk review, dashboard, or client-facing explanation needs clear distinctions between accounting and…
Für Financial Contract Safe Harbors: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
金融数据处理技能：交易数据导入、持仓数据管理、风险指标计算。 Use when: 需要处理交易记录、导入持仓数据、计算风险指标、数据清洗验证。 Triggers: "交易", "持仓", "导入", "数据", "IBKR", "风险", "净值", "回撤"
Analyze financial data with interactive visualizations, trend analysis, and investment insights. Adapted from Anthropic's Claude Quickstarts.
Collect real financial data for any US publicly traded company from free public sources (yfinance). Output structured JSON consumable by downstream financial skills (DCF modeling,…
Extract balance sheet, income statement, shares outstanding, organic growth, and GAAP reconciliation data from financial PDFs.
获取中国A股和ETF市场数据。使用场景：(1) 查询股票历史数据，(2) 获取ETF净值走势，(3) 指定时间范围的数据提取。支持通过股票代码和天数参数获取OHLCV（开盘价、最高价、最低价、收盘价、成交量）数据。
Use when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and…
거시·금융 데이터 API 소스 카탈로그. FRED, ECOS, KITA, Yahoo Finance, Alpha Vantage 등의 엔드포인트·인증·무료 한도 정보. 트리거: 데이터 소스, API, 데이터 수집.
Prueft Financial Debt, Net Debt, Cash Free Debt Free, Working Capital, Debt-like Items und Kaufpreisformel im M&A-Kontext.
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports.
מאמת מסמכים פיננסיים מול מערכת רואה חשבון, מזהה מה המסמך מאמת או משנה ומונע ספירה כפולה.
Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership.
קולט אירוע פיננסי חדש מכל מקור, פותר זהות והקשר, מבצע Match → Update → Create, מונע ספירה כפולה ומפעיל חישוב מחדש של ההשפעה.
金融数据分析技能（基于 `bl mcp` + 阿里云百炼 MCP 市场 `market-cmapi00073529`）， 覆盖中国 A 股、基金、债券等金融标的。支持股票筛选、基金筛选、基金经理筛选、 财务数据查询（净利润 / 营收 / ROE 等）、宏观与行业时序数据（GDP / CPI / 产销价）、 券商研报检索、A…
Gelecekteki gelir/gider tahmini. Trend ekstrapolasyonu. Mevsimsel düzeltmeler. Senaryo analizi (iyimser/kötümser). Cash flow projection.
Use present value, rate, and payment functions correctly, with consistent periods and sign conventions. Use when modelling loans, investments, or discounted cash flows.
Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.
Personalised spending analysis, savings recommendations, smart budgeting, and credit score monitoring for bank customers
Manage personal and business finances including budgeting, cash flow, financial statements, and basic FP&A.
Teach practical financial literacy with transparent calculations and adaptive explanations across budgeting, emergency funds, debt/credit, interest, inflation, compounding, fees,…
نظام الإدارة المالية والمحاسبية الحكومية الشامل. استخدم هذا الـ skill عند: إدارة الميزانية، المصروفات، الإيرادات، القيود المحاسبية، التقارير المالية، أوامر الصرف، أوامر الدفع،…
Use when a task needs CFO-level judgment — capital structure and funding decisions, cash runway and liquidity management, financial risk oversight, board/investor reporting, or…
Precision Financial Insights - Analyze stocks, companies, and market sentiment using authoritative data.
Build comprehensive 3-5 year financial models projecting revenue, expenses, headcount, cash flow, and runway.
Build comprehensive 3-5 year financial models projecting revenue, expenses, headcount, cash flow, and runway.
Build and maintain financial models in Agent Sheets with assumptions, forecasts, scenarios, checks, and auditability.
Reviews startup financial models for investor readiness — validates unit economics, stress-tests runway scenarios, and benchmarks metrics against stage-appropriate targets.
Für Financial Model, Burn und Runway: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.
Load when working on revenue tracking, financial forecasting, P&L statements, unit economics, or business financial planning.
Monitor cash flow, manage receivables, and guide financial decisions for events businesses. Use when reviewing invoices, tracking outstanding payments, preparing financial…
Mollie, checkout, Yuki, Ponto, BTW - centrale lib-paden in apps/web (geen hallucinated routes).
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports.
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis.
ที่ปรึกษาวางแผนการเงินส่วนบุคคล — emergency fund, asset allocation, retirement, tax optimization, FIRE
Financial planning knowledge for retirement, education, estate, tax, and insurance needs analysis
Financial projections and viability analysis for bootstrapped founders. Assesses revenue model clarity, unit economics, cash-flow profile, break-even path, revenue stairs,…
Use when a task needs the judgment of a Financial Quantitative Analyst — pricing a derivative and calculating its Greeks (delta, gamma, vega, theta), estimating P&L impact from a…
Professional skill for generating accurate, structured financial statements and analysis.
Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents.
Use this agent when you need to generate financial summaries, cash flow statements, periodic financial reports, or investor-ready financial overviews.
Implements financial records retention requirements across EU directives (5-7 years), SOX Section 802 (7 years), MiFID II (5-7 years), tax records, payment data, and AML…
Stress-test financial plans across scenarios (bull/bear/base), sensitivity tables, and Monte Carlo-style analysis.
Construct, read, and interpret the three financial statements; compute and benchmark the four ratio families (liquidity, solvency, profitability, growth); perform common-size and…
Performs structured fundamental analysis of annual reports (Form 10-K, Form 10-Q): ratio analysis, quality of earnings, working-capital efficiency, segment decomposition,…
Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or…