Agent SkillFinance & Accounting
finance-based-pricing-advisor
Evaluate pricing changes using ARPU, conversion, churn risk, NRR, and payback. Use when deciding whether a pricing move should ship.
financefinance-based-pricing-advisorpricing
J
@jason00
Agent SkillFinance & Accounting
finance-ops
First-pass support for recurring accounting and finance-operations work — month-end close checklists and tie-outs, AP/AR reconciliation, invoice validation (3-way match, duplicate and math checks), and financial-model review. Use this skill whenever the user uploads or pastes ledgers, trial balances, AP/AR aging, vendor statements, bank statements, invoices, POs, or a financial model (Excel/CSV/Google Sheets export) and asks to close the books, reconcile, tie out, match, validate invoices, find discrepancies or duplicates, review a model, or "check the numbers" — even if they don't use the exact accounting term. Also use for questions like "does this reconcile?", "is this invoice ok to pay?", or "review this model for errors.
modelaccountinginvoice
00
Agent SkillFinance & Accounting
insurance-ops
First-pass support for core insurance operations — claims intake / FNOL triage, underwriting submission checklists and risk screening, and side-by-side policy comparison. Use this skill whenever the user uploads or pastes a first notice of loss, claim file, loss run, underwriting submission/application, quote, or one or more policies/dec pages and asks to triage a claim, screen or check an underwriting submission, assess a risk, compare policies or quotes, find coverage gaps, or spot red flags — even if they don't use the exact insurance term. Also use for questions like "is this claim ready to assign?", "does this submission fit our appetite?", or "which of these quotes has better coverage?
operationssupportops
0