Skills for “accounting”

Screen a public company's reported earnings for quality and accounting red flags using Bigdata.com data and filings. Covers cash conversion (OCF/NI, FCF/NI across periods), accruals and the balance-sheet accrual ratio,…

…insurance billing features, create billing rules, set up accounting periods, assign billing permission sets, or create a demo policy for the Issue-to-Invoice flow. TRIGGER when: user mentions agency billing setup,…

…this skill when the user asks for a "transaction report", "accounting report", "reconciliation", "P&L", or "ledger" — the skill contains the required scope-boundary rules to refuse these properly and offer supported…

…bank deposits — there is no bank integration), and an accountant-ready summary. Read-and-explain only: it posts no entries, changes no accounting records, and never files, submits, pays, or moves money. Triggers…

Use for Finance and Accounting: Expense Close Assistant, Match Vendor Credits to Bills, Cash and Liquidity, Executive Financial Reporting, Finance Controls Review, Financial Statement Review, Invoice Collections,…

…company's data room, a company's financing round, or fund accounting (capital accounts, capital calls,…