Results for “financial-account”

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

Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.

Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.

Financial dashboard — track income, expenses, crypto, bank balances, budgets. Your personal CFO.

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'.

波总个人财务中枢 v2.0 — 债务追踪 + 消费分析 + 还款日预测 + 暴力催收。当你收到"还了XX YY元""花呗清了""我的债务""截图""消费"等财务相关指令时使用。

Book-of-Business Analyst

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Reconcile a fund general-ledger account to its supporting subledger or source — investments, cash, income, expense, or capital — prove the bridge, and clear differences before the NAV is struck.

Be the CFO with financial planning, cash management, fundraising, capital allocation, and strategic financial leadership.

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Implements financial records retention requirements across EU directives (5-7 years), SOX Section 802 (7 years), MiFID II (5-7 years), tax records, payment data, and AML obligations under AMLD. Maps financial data categories to statutory retention periods with cross-jurisdictional reconciliation. Activate for financial retention, SOX records, MiFID retention, AML retention, tax record keeping queries.

Extends Financial Services Cloud behavior through Apex: custom triggers coexisting with FSC's trigger framework, post-bulk-load rollup recalculation, and Compliant Data Sharing participant integrations.

Simulator.Company chart and dashboard specialist. Use when the user wants to create, configure, or query charts (line, bar, area), dashboards, or financial time-series visualisations on a graph layer. Trigger on any of these intents: — Creating: "create chart", "add chart", "create dashboard", "add dashboard", "build visualisation", "chart на графе", "график с данными", "дашборд", "show metrics on graph", "visualise account data", "plot actor balances". — Configuring: "change chart type", "switch to bar chart", "update chart range", "use last day", "show turnover", "change time range", "filter chart actors". — Querying: "get chart data", "show dashboard", "what charts are on this layer", "fetch chart metrics", "dashboard data".