Results for “finance-automation”

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

This skill should be used when building automated trading systems, implementing limit orders, or adding DCA/TWAP functionality. Covers limit orders, stop losses, DCA schedules, and TWAP execution.

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

This skill should be used when the user asks about "limit order", "stop loss", "DCA", "TWAP", "schedule", "automate", "recurring order", "price trigger", "cancel automation", "my automations", or any automated trading operation. Provides guidance on limit orders, scheduled commands, and automated strategies.

Analyze a screen recording of a manual process and produce targeted, working automation scripts. Extracts frames and audio narration from video files, reconstructs the step-by-step workflow, and proposes automation at multiple complexity levels using tools already installed on the user machine.

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'.

Agent skill for payments - invoke with $agent-payments

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

Automates repetitive infrastructure and deployment tasks with Terraform, OpenTofu, Ansible, GitHub Actions, and n8n, enforcing safe practices like plan review and confirmation before applying changes.

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。

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.

Audit existing business processes to identify AI automation opportunities. TRIGGERS - Use when user wants to find AI opportunities, audit processes for automation, or assess AI readiness.

Audit existing business processes to identify AI automation opportunities. TRIGGERS - Use when user wants to find AI opportunities, audit processes for automation, or assess AI readiness.

List and manage cryptocurrency wallets, accounts, and portfolio data via the Coinbase CDP SDK.

Reduces AI API costs by 30-75% by classifying task complexity, checking prompt quality, and routing tasks to the most cost-efficient model tier before execution.

Give your agent a budget, a target, and a deadline — it does the rest. Orchestrates DSL + Opportunity Scanner + Emerging Movers into a full autonomous trading loop on Hyperliquid. Race condition prevention, conviction collapse cuts, cross-margin buffer math, speed filter. 3 risk profiles: conservative, moderate, aggressive. Use when setting up autonomous trading, creating a trading strategy, or running a scan-evaluate-trade-protect loop.

Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

Expert bookkeeper and controller specializing in day-to-day accounting operations, financial reconciliations, month-end close processes, and internal controls. Ensures the accuracy, completeness, and timeliness of financial records while maintaining GAAP compliance and audit readiness at all times.

富途 OpenAPI 交易与行情助手。查询股票行情、K线、报价、快照、买卖盘、逐笔成交、分时数据；解析期权简写代码、查询期权链、期权到期日；执行买入/卖出/下单/撤单/改单；查询持仓/资金/账户/订单；订阅实时推送；API 接口速查。用户提到行情、报价、价格、K线、快照、买卖盘、摆盘、成交、分时、买入、卖出、下单、撤单、交易、持仓、资金、账户、订单、委托、futu、API、选股、板块、期权、期权链、期权代码、行权价、到期日、Call、Put、看涨、看跌、认购、认沽 时自动使用。

Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" mentioned.

Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

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

Banking interface for AI bots and automation.

Automates security and compliance checks using OPA policies, Trivy vulnerability scanning, AWS CIS benchmark verification, and Kubernetes remediation scripts.

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.

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

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.

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

Automate repetitive tasks and workflows using scripting, file watchers, scheduled jobs, CI triggers, and API polling to eliminate manual toil. Use when the user requests task automation or provides relevant inputs for this workflow.

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

Tracks and optimizes AI API spending across 19 providers with live pricing and 6 optimization modules.

Routes finance requests to the appropriate skill: financial-analyst for ratio analysis, DCF valuation, and budget variance, or saas-metrics-coach for ARR/MRR, churn, CAC/LTV, and NRR.

当意识到自身金钱观念存在限制，并希望采取建设性态度改善财务状况时

Monitor crypto markets, set alerts, track portfolio, DCA automation.

Designs and implements CI/CD pipelines, infrastructure automation, and workflow optimization to reduce manual tasks.