Accounting & Bookkeeping Bundle

Browse all skill bundles

Included Skills (75)

1. Expense Report Automator — This tool scans receipt folders to generate categorized expense spreadsheets and summary dashboards, streamlining bookkeeping and tax preparation for busy professionals.
2. Xero Accounting Integration — Connect applications to Xero and automate bookkeeping workflows by syncing accounting data and generating financial reports programmatically for businesses.
3. Automated Bookkeeping Assistant — This tool automates month-end closing, transaction categorization, and bank reconciliation for small businesses to ensure accurate financial records for accountants and owners.
4. Odoo Accounting Configurator — This tool provides functional consultants and business owners with step-by-step guidance for configuring Odoo Accounting modules, tax rules, and financial workflows.
5. Monthly Bookkeeping Closer — This tool automates the monthly bookkeeping reconciliation process by identifying anomalies, categorizing transactions, and generating financial summaries for accounting professionals.
6. Financial Projection Engine — This tool helps business owners and financial analysts project future cash flow by identifying recurring revenue and expense patterns using historical transaction data.
7. Tax Document Organizer — This tool scans your folders to identify, rename, and organize tax documents into a CPA-ready package while generating a list of missing items.
8. Expense Report Generator — This skill organizes and summarizes business expenses from receipts, CSVs, or manual entries, creating reports for reimbursement or tax preparation.
9. Odoo Payroll Architect — This expert assistant helps HR managers and accountants configure Odoo salary structures, leave policies, and payroll accounting integrations for accurate employee compensation management.
10. Spreadsheet Data Analyst — This tool profiles, cleans, and analyzes spreadsheet exports using code to provide accurate, reproducible business insights and metrics for data-driven decision makers.
11. Asset Depreciation Calculator — This tool helps business owners and accountants calculate annual asset depreciation deductions using MACRS schedules and Section 179 expensing for tax reporting.
12. Expense Reconciliation Auditor — This tool automates expense folder audits by reconciling receipts with bank statements, categorizing transactions, and flagging policy violations for financial controllers.
13. QuickBooks Online Integration — Connect SaaS apps to QuickBooks Online via OAuth2 to automate financial data pipelines and accounting integrations for small businesses.
14. Professional Invoice Generator — This tool helps freelancers and small business owners quickly create professional, branded PDF invoices by automating template setup and billing details.
15. Accounts Receivable Analyzer — This tool categorizes outstanding invoices into aging buckets to help financial managers identify overdue payments and assess total credit exposure.
16. Seasonal Trend Analyzer — This tool identifies cyclical revenue and expense patterns to help business owners optimize cash flow, staffing, and marketing strategies throughout the year.
17. Tax Strategy Advisor — Provides actionable tax optimization strategies and financial planning insights to help individuals maximize deductions and improve their long-term tax efficiency.
18. Excel Spreadsheet Manager — Generate and parse Excel spreadsheets with ExcelJS, assisting developers in tasks like data export, report building, and data pipelines.
19. Home Office Deductor — This tool helps self-employed individuals calculate their home office tax deduction by comparing simplified and actual expense methods for accurate reporting.
20. Cash Flow Forecaster — This tool generates a 13-week rolling cash flow forecast from financial data to help small business owners identify potential liquidity crunches before they occur.
21. Bookkeeping Workflow Automation — Automates bookkeeping tasks like parsing statements, categorizing transactions, reconciling accounts, and generating reports, benefiting accountants and business owners.
22. Spreadsheet Integrity Auditor — This tool identifies structural errors and formula inconsistencies in business spreadsheets to help financial analysts and operators ensure data accuracy and model reliability.
23. IRS Penalty Estimator — This tool helps taxpayers and accountants calculate potential IRS underpayment penalties by analyzing quarterly tax payment history and liability requirements.
24. State Tax Calculator — This tool helps taxpayers estimate their state income tax liability and remaining balance by analyzing annual income data and existing tax payments.
25. Schedule C Organizer — This tool categorizes business expenses into IRS Schedule C line items to streamline tax preparation for freelancers and small business owners.
26. Artifact_spreadsheet — The skill creates, reads, edits, and cleans spreadsheet files in formats such as .xlsx, .xlsm, .csv, and .tsv. It restructures messy tabular data into proper workbooks, applies formulas, recalculates values, and enforces validation gates. This service benefits developers and data engineers who need reliable spreadsheet manipulation within automated build tasks.
27. Spreadsheet Logic Engine — This tool enables AI agents to execute formula-backed spreadsheet operations programmatically, providing reliable business logic processing without requiring manual UI interaction.
28. Billing Workflow Automation — Automates invoice generation, payment tracking, and revenue recognition for SaaS and service businesses, streamlining financial operations.
29. Excel Data Processor — This skill processes Excel and CSV files, enabling data analysis, transformation, and report generation for users working with tabular data.
30. Startup Financial Modeler — This tool generates comprehensive three-year financial projections, including revenue, cash flow, and scenario analysis, to assist startup founders with strategic planning and fundraising.
31. Excel Financial Modeler — This tool assists financial analysts in creating error-free, industry-standard Excel models by enforcing strict formatting, color-coding conventions, and precise formula integrity.
32. Startup Financial Modeler — This tool assists early-stage founders and analysts in constructing comprehensive multi-year financial projections, cash flow analyses, and strategic scenario planning for business growth.
33. Spreadsheet Automation Tool — This skill enables users to create, edit, clean, and convert spreadsheet files, providing data professionals with efficient tools for managing complex tabular data.
34. PDF Table Extraction — Extracts complex tables from PDFs with high accuracy, converting them into structured data formats like CSV or Excel for easy analysis.
35. R&D Finance Manager — Manages internal R&D program finances, including budgeting, burn rate tracking, and routing capitalization decisions to finance owners.
36. Annual Financial Reporter — This tool generates comprehensive annual financial reviews with spending trends and category breakdowns to assist users with tax preparation and goal setting.
37. Charitable Giving Tracker — This tool analyzes your transaction history to categorize charitable donations, calculate annual totals, and estimate potential tax deductions for tax season preparation.
38. Quarterly Tax Estimator — This tool helps self-employed individuals and business owners calculate accurate quarterly tax payments while ensuring compliance with IRS safe harbor penalty rules.
39. Rental Property Analyzer — This tool helps real estate investors calculate key financial metrics and organize property-specific income and expenses for efficient tax preparation.
40. Contractor Payment Tracker — This tool helps business owners monitor independent contractor payments to ensure accurate tax reporting and identify vendors nearing the IRS 1099-NEC threshold.
41. Financial Statement Generator — This tool generates detailed profit and loss statements for specific date ranges to help business owners analyze revenue, expenses, and net margins.
42. Financial Statement Processor — This tool converts financial PDF documents into structured spreadsheets while mathematically verifying data integrity to ensure all transactions and balances reconcile perfectly for accountants.
43. Grow Sustainably — The Grow Sustainably skill calculates a small business’s self-funded growth rate, assessing the financial viability of hires, leases, ad spend, or large contracts by analyzing metrics like contribution margin, break-even, and cash buffer. It provides actionable guardrails and thresholds, enabling SaaS, services, retail, and wholesale companies to make informed decisions about hiring, advertising, organic growth, cash flow, and burnout prevention.
44. SRED Documentation Assistant — This tool aggregates annual GitHub, Notion, and Linear activity into organized project summaries to streamline the preparation of SRED tax credit documentation.
45. SRED Documentation Organizer — This tool transforms annual work summaries into structured SRED-compliant project documentation within Notion to assist developers with tax credit submissions.
46. Venmo Transaction Reconciler — This tool automates the reconciliation of Venmo exports by classifying business transactions and filtering out personal payments for small business owners and accountants.
47. Subscription Savings Analyst — This tool analyzes transaction history to identify recurring charges and unused subscriptions, helping users optimize their monthly spending and maximize annual savings.
48. Net Worth Tracker — This tool helps individuals calculate their total net worth by aggregating transaction data and user-provided account balances into a comprehensive financial statement.
49. Stripe Transaction Importer — This tool automates the reconciliation of Stripe CSV exports into Open Accountant by processing charges, fees, and refunds for financial accuracy.
50. Square Transaction Importer — This tool automates the import and reconciliation of Square POS sales data into Open Accountant for business owners and bookkeepers.
51. Insurance Expense Auditor — This tool analyzes your annual insurance premiums by category and compares them against standard benchmarks to help you identify potential overspending.
52. Transaction Splitter — This tool helps users accurately divide single transactions into multiple categories, ensuring precise expense tracking for mixed-purpose purchases and complex financial reporting.
53. Subscription Expense Auditor — This tool analyzes transaction history to identify recurring charges, calculate total spending, and flag unused subscriptions to help users optimize their monthly budgets.
54. Automated Receivables Manager — This tool generates AR aging reports and drafts personalized, escalating payment reminders to help freelancers and small businesses recover outstanding invoices efficiently.
55. Financial Modeling Assistant — Provides comprehensive financial ratio analysis, DCF valuation, and forecasting tools to assist finance professionals in making data-driven strategic business decisions.
56. Business Finance Analysis — Analyzes business finance fundamentals like profit margins, unit economics, and LTV/CAC to assist with financial planning and decision-making.
57. Document Template Filler — This skill auto-fills document templates with data, helping users generate personalized documents from spreadsheets or other data sources.
58. Fundamental Stock Analyst — This tool provides rigorous, sector-relative fundamental analysis and forensic financial evaluations to help investors assess the quality and valuation of publicly listed companies.
59. Financial Document Parser — Extracts and categorizes data from invoices, receipts, and bank statements to help users efficiently track expenses and generate detailed financial reports.
60. Business Financial Advisor — This tool helps founders analyze their business finances and unit economics to make informed, data-driven decisions for their company's growth.
61. SEC Financial Extractor — This tool retrieves precise, cited financial data from SEC EDGAR XBRL APIs to help financial analysts build accurate models and perform company research.
62. Client Profitability Analyzer — This tool calculates per-client profitability by allocating revenue, direct costs, and overhead to help business owners identify their most valuable accounts.
63. Compliance Orchestration Engine — This meta-orchestrator helps compliance teams configure frameworks, map control overlaps, simulate audits, and consolidate evidence across multiple regulatory standards for streamlined certification readiness.
64. Entity Research Assistant — This tool generates hypothesis-tested, decision-grade dossiers on entities to assist professionals with due diligence, meeting preparation, and critical background research tasks.
65. Word Document Automation — Automates Word document creation, editing, and manipulation using Python libraries and the Microsoft Graph API for developers.
66. Stripe Payment Automator — Streamline Stripe payment operations including customers, subscriptions, and invoices for developers using the Rube MCP integration to manage financial workflows efficiently.
67. Odoo Backup Manager — This skill provides automated backup and restoration procedures for Odoo instances, helping administrators secure database and filestore data against potential system failures.
68. Odoo Inventory Expert — This expert guide assists Odoo users in configuring stock valuation, reordering rules, and complex warehouse routes to ensure optimal inventory accuracy and efficiency.
69. ISO 42001 Auditor — This tool assists compliance teams in conducting internal audits, identifying AIMS gaps, managing AI risk registers, and scheduling certification-ready audit plans.
70. Odoo Timesheet Manager — This tool assists service businesses in configuring Odoo project workflows, tracking billable hours, managing timesheet approvals, and automating customer invoicing processes.
71. SaaS Financial Advisor — Analyzes SaaS financial metrics, benchmarks performance, and provides actionable advice to improve business health for SaaS founders and executives.
72. PDF Data Extractor — Extracts text, tables, and metadata from PDF files, assisting users in parsing and converting PDF content into structured formats.
73. Document Data Extractor — This tool extracts structured, grounded data from documents for developers needing reliable, citation-backed information while preventing hallucinations in critical financial or legal workflows.
74. Report Generator — The Report Generator produces polished PDF and HTML documents that embed charts, tables, and visualizations into clear narratives. Managers, analysts, and project leads use it to create dashboards, status reports, and executive summaries quickly and accurately. It delivers weekly updates and recurring team progress reports on demand.
75. Odoo Upgrade Planner — This tool provides developers and system administrators with structured upgrade roadmaps, migration checklists, and validation protocols for seamless Odoo version transitions.