Tag: transactions
Algorand Blockchain Interaction and Wallet Management
This skill provides comprehensive interaction with the Algorand blockchain via the MCP server, enabling complex operations such as asset transfers, smart contract calls, and advanced DEX swaps. It manages secure wallet signing, multi-networ…
Automated Monthly Financial Reconciliation and Closing
This skill guides the user through a comprehensive monthly financial reconciliation, automating transaction categorization, matching invoices, and verifying outstanding payments. It concludes by generating tax reports and providing a detail…
Comprehensive business financial overview and status
Gathers and synthesises a complete financial snapshot by aggregating data on current balances, recent transactions, outstanding invoices, and upcoming tax obligations. It presents this information in a structured format, providing actionabl…
Generate detailed financial expense reports
This skill generates comprehensive expense reports by gathering transaction data, categorising spending, and providing detailed insights. It analyses top vendors, tracks spending trends, and offers period-over-period comparisons for financi…
Automated Bank Transaction Categorization and Reconciliation
This skill automates the review and categorization of uncategorized bank transactions, supporting both freelance and SME accounting workflows. It intelligently suggests categories, matches payments to invoices, and facilitates the attachmen…
Comprehensive financial transaction cleanup and audit
This skill performs a structured, multi-phase audit of financial data, first validating the underlying category taxonomy before detecting miscategorized transactions and identifying missing or misclassified transfers. It ensures robust data…