Accounting & Invoicing Agent Skills

Operate customer billing workflows such as subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe.

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders.

Automate Brex financial operations through Composio's Brex toolkit via Rube MCP, including tool discovery, connection management, and execution.

Automate corporate finance operations on the Ramp platform: retrieve transactions, manage reimbursements, search expenses, view card details, and list users.

Automate Xero accounting operations including managing invoices, contacts, payments, bank transactions, and chart of accounts for small business bookkeeping.

Automate Tally accounting operations through Composio's Tally toolkit via Rube MCP, with tool discovery and connection management.

Automate Elorus invoicing and accounting operations through Composio's Elorus toolkit via Rube MCP.

Automate Altoviz business operations (invoicing, accounting, CRM) through Composio's toolkit via Rube MCP.

Automate Sevdesk accounting operations through Composio's Sevdesk toolkit via Rube MCP, with dynamic tool discovery and connection management.

Automate Lexoffice accounting operations through Composio's toolkit via Rube MCP, with tool discovery and connection management.

Automate Moneybird accounting operations through Composio's Moneybird toolkit via Rube MCP, with dynamic tool discovery and connection management.

Manage businesses, projects, time tracking, and budgets in FreshBooks cloud accounting via automated API calls.

Automate QuickBooks Online operations including creating invoices, managing customers, querying accounts, and listing invoices for financial reporting.

Automate Zoho Books accounting tasks including invoices, expenses, contacts, and payments via Composio's Zoho Books toolkit through Rube MCP.

Automate Zoho Invoice tasks including invoices, estimates, expenses, clients, and payment tracking via Composio's toolkit.

Automate Wave Accounting tasks including invoices, customers, payments, and small business accounting via Composio's Wave Accounting toolkit and Rube MCP.

Generates a printable A4 invoice page with header, sender/recipient info, line items table, tax breakdown, totals, and payment instructions.

Generates a clean, itemized invoice from a line of plain text, computing line items, subtotal, tax, and total.

Retrieves account balances from a self-hosted Sure personal finance board using its REST API.

Manage Xero accounting tasks such as invoices, contacts, bank transactions, and reports through the Xero API using curl commands.

Retrieves account balances from a personal finance board via its REST API.

Interact with the Plaid finance platform via a CLI: link accounts from various institutions, query balances, and retrieve transactions by date range.

Interact with the Plaid finance platform to link bank accounts, fetch balances, and query transactions by date range using the plaid-cli tool.

Retrieves account balances from a self-hosted Sure personal finance board using its REST API.

Manage Xero accounting data through the Maton gateway: contacts, invoices, payments, accounts, bank transactions, and financial reports with managed OAuth.

Interact with the Plaid finance platform via a CLI to link institutions, fetch account balances, and query transactions by date range.

Provides a bundle of standard operating procedures for legal and finance departments, covering accounting, bookkeeping, and financial management for SaaS businesses.

Retrieves account balances from a personal financial board via its API.

Sets up bookkeeping, tracks revenue and expenses, prepares for taxes, and manages financial operations for a bootstrapped SaaS business, including revenue recognition and accounting software selection.