Results for “cash-management”

Manage YNAB budgets, accounts, categories, and transactions via a command-line interface.

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.

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.

Create and manage budgets with variance analysis and departmental allocation. Use when the user requests budget planning or provides relevant inputs for this workflow.

Tracks revenue pipelines, monitors Stripe and analytics metrics, and automates financial reporting for SaaS businesses.

Manage onchain treasury operations with Splits: multisig accounts, crosschain subaccounts, revenue processing, expense payments, and accounting.

Create farm budgets with inputs, revenue, and cash flow. TRIGGERS - Use when user needs help with farm-budget related tasks.

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

Compress bloated project or global memory while preserving decisions, rationale, revisit triggers, provenance, and active user preferences. Load when memory exceeds budget, global memory is too large, session logs are repetitive, or before appending to an over-budget memory file.

Simulator.Company financial management specialist. Use when the user wants to manage financial and metric accounts on actors (balances, counters, plan vs fact), record transactions, transfer value between accounts, work with currencies and account-name categories, track non-financial metrics, read balances and turnover, tag accounts for grouping, or set up account triggers (balance / transaction-count / data-field alerts). Activate when the user mentions "record transaction", "transfer funds", "account balance", "financial tracking", "depreciation", "expense", "budget", "counter", "mileage tracking", "account tag", "account trigger", "balance alert", "запиши транзакцію", "переказ коштів", "баланс рахунку", "лічильник", "пробіг", "тег рахунку", "тригер на рахунок", "запиши транзакцию", "перевод средств", "баланс счёта", "счётчик", "пробег", "тег счёта", "триггер на счёт". Accounts attach to ACTORS — use `simulator-actors` to create/find the actor first; for sharing an account use `simulator-access`; for dashbo

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

Optimizes personal and business banking by assessing scenarios, structuring accounts, eliminating fees, and maximizing interest rates.

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

Deposit, withdraw, and transfer ETH or USDC privately on Base using Veil Cash's ZK privacy pools, with key management and Bankr integration for signing.