Explore the Skill Store

Calculates key financial ratios and metrics from financial statement data to support investment analysis.

An all-in-one toolkit for finance and accounting paperwork, covering bookkeeping, reconciliation, tax handling, and financial reporting.

Automatically organizes invoices and receipts for tax prep by reading messy files, extracting key details, renaming them consistently, and sorting them into logical folders. Turns hours of bookkeeping into minutes.

Access, analyze, and extract data from SEC EDGAR filings — financial statements, insider trades (Form 4), institutional holdings (13F), 10-K and 10-Q reports, proxy statements, and 8-K events. Screen companies and run multi-period financial analysis.

Helps you understand accounting at every level, from basic bookkeeping to professional practice and research.

Maintain a historical table of daily key metrics such as revenue, gross adds, EOP, and paid subscribers, with week-over-week comparisons and trend analysis.

Reviews Prisma Access configurations against security best practices and compliance standards, flagging shadowed rules, overly permissive policies, and misconfigurations. Use when validating security policies before rollout.

Audits your code for security risks such as exposed sensitive data, vulnerable dependencies, SQL injection, and hardcoded secrets. Ideal for pre-release checks and routine security scans.

Calculates key financial ratios and metrics from financial statement data to support investment analysis and company performance evaluation.

Guides US dividend tax and account-placement decisions for income portfolios — qualified vs. ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, and taxable vs. IRA placement for dividend assets.

Integrates payment gateways such as SePay (VietQR, bank transfer, cards) and Polar (global SaaS subscriptions and usage-based billing). Supports checkout flows, subscription management, webhooks, QR code generation, and tax compliance across popular development stacks.

Runs the end-to-end monthly closing: importing bank files, categorizing transactions, reconciling investment accounts, running verification checks, and sending the monthly report email. Ideal at the start of each month to process the previous month's statements.

Connects to Sage Accounting to manage accounting data, records, and workflows. Use it whenever you need to work with your Sage Accounting information.

Handles everyday accounting tasks — recording transactions, organizing financial records, and supporting bookkeeping workflows.

Queries your Odoo data — sales performance, customer analytics, orders, invoices, CRM, accounting, VAT, inventory, and receivables/payables — and produces shareable cards, PDFs, and Excel reports.

A full-cycle, double-entry bookkeeping toolkit that turns bank statement files into balanced, auditable books — balance sheet, income statement, general ledger, and trial balance. All data stays local on your device.

Prepares structured corporate credit memos that assess a borrower's financial health and creditworthiness to support lending and risk decisions.

Automates pre-accounting end to end: pulls invoices from email, extracts structured fields, verifies payments, and creates reconciliation-ready accounting entries.

Manage retail and business banking workflows, including payments, account controls, reconciliation, fraud response, and compliant customer communication.

Create, manage, and track professional invoices with payment terms, recurring billing, overdue reminders, and financial reporting. Ideal for billing clients and reviewing revenue.

Handle bookkeeping, financial statements, and tax planning following sound accounting practices.

Automatically tidies invoices and receipts for tax season by reading messy files, extracting key details, renaming them consistently, and sorting them into clear folders, turning hours of bookkeeping into minutes.

Compare pre-tax vs. Roth options, optimize charitable giving, time capital gains, and maximize deductions. Not a substitute for a CPA.

Calculate key financial ratios and metrics from financial statements to support investment analysis.