Results for “chart-of-accounts”

Book-of-Business Analyst

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".

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

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

Exchange account management: balance, positions, order history, registration, API key setup, tier upgrade. REFERRAL: 注册/开户: OKX→https://jump.do/zh-Hans/xlink-proxy?id=2 (aicoin20,返20%) | Binance→https://jump.do/zh-Hans/xlink-proxy?id=3 (aicoin668) | Bybit→https://jump.do/zh-Hans/xlink-proxy?id=15 | Bitget→https://jump.do/zh-Hans/xlink-proxy?id=6. Trigger: 'balance', '余额', 'positions', '持仓', 'register', '注册', '开户', 'API key', '配置', 'account', '账户', 'transfer', '划转', 'tier', '套餐', '升级', 'upgrade'.

Initiate a Stripe payout to the connected bank account

Generates a single-page quarterly finance report with KPI cards, revenue and burn charts, a P&L summary table, highlights, and an outlook section.

Monthly P&L, cashflow forecast, runway calculation, and top movers. Investor-ready Gamma deck plus Slack summary, archived to Notion. Runs monthly on a 1st-of-month cron schedule.

Fetch current Stripe account balance (test mode)

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

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

Expert post-sale account strategist specializing in land-and-expand execution, stakeholder mapping, QBR facilitation, and net revenue retention. Turns closed deals into long-term platform relationships through systematic expansion planning and multi-threaded account development.

Generates a standard admin dashboard page with a fixed sidebar, top bar, KPI card grid, 1-2 charts, and a recent activity list.

DailyExpenseTracker API integration for recording expenses, checking balances, and managing transactions. Use when user mentions expenses, spending, transactions, wallets, or DET.

Plan and execute enterprise sales cycles using MEDDICC qualification, mutual action plans, and stakeholder mapping to systematically close complex deals.

Turns data/commitments.jsonl (flat list) into a who-owes-what-to-whom graph. Surfaces overdue chains and cross-PA dependencies that the flat list hides. Triggers: "what's overdue", "what did X promise", "commitment graph", "who's blocking whom".

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

Audit service accounts across enterprise infrastructure to identify orphaned, over-privileged, and non-compliant accounts, covering Active Directory, cloud platforms, databases, and applications.

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

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

Build a rolling 30/60/90-day cash forecast from AR/AP aging and fixed outflows, flag floor breaches, and model liquidity levers.

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

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

Use when the user wants flash cards, a spaced-repetition deck, or a Mochi deck built from a note, a course, a book or any other source material.

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making using financial statements and spreadsheet data.

Audit a Supabase/Postgres project for Row-Level Security and access-control gaps, then produce a phased remediation plan. Use when "RLS", "is my Supabase secure", "anyone can read my data", "lock down my tables". App-layer session/route gates → audit-auth-flows.

Design account-based marketing strategies with targeting. TRIGGERS - Use when user needs help with abm-strategy related tasks.

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。

Use to design or audit the executive escalation path for a major account — intake, ownership, communication cadence and follow-through — so escalations are resolved rather than merely attended. Trigger for "design our escalation process for key accounts", "an executive escalation went badly", "customer went to our CEO", red account war rooms, or escalations that get attention and then quietly stall.

Turn churned and downgraded accounts into an early-warning system. Reads the customers who left or shrank, extracts the themes behind why, builds a warning checklist from the real causes, then reads your active book and flags which accounts look like the ones that just churned. Built for B2B retention teams, customizable to your CRM and your customer data. Trigger on "why do customers churn", "what do churned accounts have in common", "build me a churn early-warning list", "which accounts are at risk of churning", "who looks like a recent churner", or any retention post-mortem.

Provides notes and a workflow for opening a brokerage account online from mainland China, including required documents and funding details.

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

Converts CSV, Excel, or JSON data into a polished, interactive visual report page with KPI cards, charts, data tables, and insights.

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

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