Results for “business-banking”

Guides users through optimizing personal and business banking: choosing accounts, cutting fees, boosting interest, resolving disputes, and structuring finances.

Provides evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflows for sales snapshots, pricing comparisons, duplicate-charge diagnosis, or code-backed billing reality.

Integrates with the Brighty banking API to open accounts, issue Mastercard cards, trade crypto, and send SEPA/SWIFT payments from a bot or automation.

Design or revise a company's commercial policy governing discounts, approver thresholds, exception flows, and deal frameworks using data-backed matrices and linting tools.

Publish and consume blockchain-verified trading signals on Base. Register as a signal provider, publish trades with transaction hash proof, and subscribe to top performers via REST API.

Classify expenses by category, department, and tax deductibility from transaction data. Use when the user requests expense categorization or provides relevant inputs for this workflow.

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

Manage R&D program budgets with F&A splits, track burn rate and runway against milestones, and route capitalize-vs-expense decisions to a named finance owner.

Execute crypto trading, DeFi operations, and blockchain interactions using natural language through a CLI or REST API.

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

Deposit Base USDC into PMFI pARBITRAGE vault for prediction market arbitrage exposure, and withdraw pARB back to USDC through Bankr.

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

Build 3-scenario financial models (Base/Bull/Bear) for startups with templates by business model, unit economics, cohort analysis, and runway calculations.

Routes commercial inquiries to specialized sub-skills for pricing, deal desk, partnerships, channel economics, policy, RFP response, and forecasting. Provides deterministic decision support with canon-cited analysis and human-approver routing.

Build financial projections, P&L statements, DCF models, and valuation analyses from assumptions and historical data. Use when the user requests financial modeling or provides relevant inputs for this workflow.