Finance AI Skills

Bank Reconciliation

Automates the bank reconciliation process by matching transactions from bank feeds with accounting records in QuickBooks or Xero. Identifies unmatched transactions, suggests matches for review, and flags discrepancies. Reduces manual reconciliation time and improves financial accuracy.

Expense Management

Manages business expenses from receipt capture to reimbursement. Categorizes expenses by department, project, and GL code. Enforces spending policies, routes approvals, and generates expense reports for accounting reconciliation.

Financial Reporting

Generates financial reports including profit and loss statements, balance sheets, cash flow reports, and budget variance analysis. Pulls data from accounting systems and payment processors to create executive-ready financial summaries with trend analysis.

Invoice Automation

Automates the invoice lifecycle from creation to payment collection. Generates invoices from contract data or time entries, sends them via email, tracks payment status, and follows up on overdue invoices. Integrates with accounting software and payment processors.

Sales Forecasting

Produces revenue forecasts by analyzing CRM pipeline data, historical close rates, seasonal trends, and deal velocity. Provides best-case, worst-case, and most-likely scenarios. Highlights risks to forecast accuracy and recommends pipeline coverage targets.