Finance & Accounting Skills

Generate compliant professional invoices with automatic calculations.

Build complete and professional DCF valuation models.

Create integrated financial models linking balance sheet, income, and cash flow.

Plan and analyze budgets with variance and projections.

Connect to the Plaid finance platform for bank account aggregation and transaction data. Access financial data across multiple institutions through a unified API.

Manage Sharesight investment portfolios, holdings, and custom groups. Track your stock portfolio performance with detailed analytics and reporting.

US tax advisor and deduction optimizer. Get guidance on tax planning, identify potential deductions, and optimize your tax strategy for maximum savings.

Manage YNAB (You Need A Budget) budgets, accounts, and categories from the command line. Keep your zero-based budget on track with AI assistance.

Find and cancel unwanted subscriptions automatically. Stop paying for services you no longer use and take control of your recurring expenses.

Query and manage personal finances via the official Actual Budget API. A privacy-focused, local-first budgeting tool with powerful reporting capabilities.

Generates structured financial reports from raw data: balance sheet, income statement, key ratios.

Monitor and interact with SOLO.ro accounting platform via CLI or TUI. Perfect for freelancers and small businesses managing invoices and financial records.