samledger67-dotcom

Automates pre-meeting research, agenda creation, talking points, and post-meeting action tracking for informed and efficient client, board, or vendor meetings.

Implement the 5-file agent memory architecture for durable continuity across sessions. Covers SOUL.md (identity), IDENTITY.md, USER.md, AGENTS.md (operating...

Map QuickBooks Online (QBO) chart of accounts and transaction categories to IRS tax schedules (Schedule C, E, F, 1120S, 1120, 1065, and more). Generate trial...

Upgrade Cairo smart contracts using OpenZeppelin's UpgradeableComponent on Starknet. Use when users need to: (1) make Cairo contracts upgradeable via replace...

Controller-level Statement of Cash Flows deep analysis for QBO-connected clients. Computes CF Quality Ratio, Free Cash Flow, working capital movement drivers...

Tax deadline tracking and compliance calendar for businesses and individuals. Tracks federal and state tax filing deadlines, estimated tax payment due dates,...

Regulatory change tracking, filing deadline management, audit prep checklists, and compliance calendar maintenance for accounting and finance firms. Use when...

Process raw accounting source documents (PDFs, CSVs, bank statements, invoices, receipts) into standardized transaction records for QBO import. Use when batc...

Build investor-ready 3-statement financial models for startups: P&L, Balance Sheet, Cash Flow Statement. Revenue forecasting with growth assumptions, burn ra...

Comparable company analysis (comps) and business valuation for startups and private companies. Build trading comps, transaction comps (M&A precedents), and D...

Automate bank statement reconciliation against general ledger records. Upload or paste bank statements (CSV, OFX, QFX, or plain text) alongside GL export dat...

ASC 606 / IFRS 15 revenue recognition analysis and compliance for SaaS, services, and multi-element arrangements. Guides the 5-step recognition model, identi...

Contract clause analysis, risk flagging, renewal tracking, and obligation extraction for business agreements. Use when you need to review vendor contracts, s...

Optimize vendor payment timing to maximize cash flow and capture early payment discounts. Analyzes open AP, scores discount opportunities (2/10 net 30, etc.)...

1099 vendor compliance pipeline for accounting firms. Pulls full-year General Ledger from QBO, aggregates vendor payments, applies IRS $600 threshold, classi...

Compute and report 25+ financial ratios (profitability, liquidity, leverage, efficiency, growth) from QBO data. Produces a 9-tab Excel workbook with traffic-...

Generates a client-facing executive KPI dashboard from QuickBooks Online data. Produces an Excel workbook with traffic-light scoring, 6-month trend sparkline...

Reconcile QuickBooks Online payroll GL accounts against payroll provider reports (Gusto, ADP, Paychex) across 12 categories. Produces an 8-tab Excel workbook...

Period-over-period variance analysis on the Balance Sheet pulled from QuickBooks Online. Outputs a 4-tab Excel workbook: Summary, Detail, Flags, CDC Log. Cov...

ETL pipeline builder for business data — API extraction, data cleaning, transformation, and warehouse loading. Use when you need to move data between systems...

Generate automated financial and business reports with PDF output, chart creation, and distribution. Use when: (1) producing recurring financial reports (P&L...

Orchestrate and validate the full month-end close for a QBO client. Reads client SOP, runs automated close checks, scores each item, proposes journal entries...

Security hardening patterns for production AI agents. Covers prompt injection defense (7 rules), data boundary enforcement, read-only defaults for external i...

Crypto tax compliance skill for AI agents. Covers 1099-DA reconciliation, cost basis methods (FIFO/HIFO/SpecID), multi-chain transaction reconstruction via E...

Set up a Solidity smart contract project with OpenZeppelin Contracts. Use when users need to: (1) create a new Hardhat or Foundry project, (2) install OpenZe...

SaaS metrics calculator and dashboard builder for subscription businesses. Compute MRR, ARR, churn rate, NRR/GRR, LTV, CAC, CAC payback period, magic number,...

Develop secure smart contracts using OpenZeppelin Contracts libraries. Use when users need to integrate OpenZeppelin library components — including token sta...

Financial analysis skill for AI agents. Covers variance analysis, cash flow forecasting, month-end close automation, CFO commentary generation, 13-week cash...

Battle-tested prompt patterns for production AI agents. Covers consumer-first design, deletion test, cascading validation, advisory mode tiers, proof-of-work...

Analyze startup financing term sheets: SAFEs, convertible notes, and priced equity rounds. Decode economic terms, flag founder-unfriendly clauses, model dilu...

Set up a Cairo smart contract project with OpenZeppelin Contracts for Cairo on Starknet. Use when users need to: (1) create a new Scarb/Starknet project, (2)...

Complete operational playbook for Fractional CFO engagements. Covers client onboarding financial assessment, monthly close cadence, board-ready reporting pac...

AR/AP invoice automation for PrecisionLedger. Handles aging analysis, automated follow-up sequencing, payment matching, and collection priority scoring. Use...

SEO and discoverability optimization for AI agents and agent-served websites. Covers llms.txt protocol, structured APIs for agent discoverability, GEO (Gener...

Upgrade Stellar/Soroban smart contracts using OpenZeppelin's upgradeable module. Use when users need to: (1) make Soroban contracts upgradeable via native WA...

Monthly and quarterly budget vs. actual variance analysis for businesses. Compare planned vs. realized revenue, expenses, and margins. Identify favorable/unf...

Design and model ERC20 tokenomics with vesting schedules, allocation tables, Uniswap liquidity math, and investor documentation for new token launches.

Upgrade Stylus smart contracts using OpenZeppelin proxy patterns on Arbitrum. Use when users need to: (1) make Stylus Rust contracts upgradeable with UUPS or...

Multi-agent orchestration patterns for production deployments. Covers sub-agent QC workflow, model staggering across 5+ models, cross-validation patterns, fa...

Production deployment checklist for AI agent infrastructure. Covers Mac Mini and server deployment with 5-layer stack (base install, IAM config, client softw...

Set up a Stylus smart contract project with OpenZeppelin Contracts for Stylus on Arbitrum. Use when users need to: (1) install Rust toolchain and WASM target...

Build a short-term (13-week) cash flow forecast to see if you can cover what's due. Use when asked to build a cash flow forecast, a 13-week cash flow, a cash...

Multi-agent orchestration patterns for production deployments. Covers sub-agent QC workflow, model staggering across 5+ models, cross-validation patterns, fa...

Analyze and optimize working capital for SMBs and growth-stage companies. Calculates DSO (Days Sales Outstanding), DPO (Days Payable Outstanding), DIO (Days...

SaaS churn and retention analysis: cohort-based churn rates, retention curves, revenue churn vs logo churn, at-risk customer identification, expansion vs con...

SaaS and subscription business revenue intelligence. Track MRR/ARR, calculate churn rate, net revenue retention (NRR), customer lifetime value (LTV), cohort...

Automate and track month-end and quarter-end financial close processes for accounting firms and finance teams. Generates customizable close checklists, assig...

AR Collections & Aging Analysis pipeline for QBO clients. Produces a 7-tab Excel workbook with AR aging buckets (Current/1-30/31-60/61-90/90+), DSO, collecti...

Build and maintain a rolling 13-week cash flow forecast — the gold standard for short-term liquidity management used by CFOs, turnaround advisors, and lender...

Extract and categorize expenses from receipts or statements, map to GL codes, check compliance with policies, and flag anomalies for review.

Equity cap table management for startups and growth-stage companies. Models SAFEs, convertible notes, priced equity rounds, token allocations, dilution scena...

Generate investor-ready memos, executive summaries, and pitch narrative documents from raw financial data, cap tables, and startup metrics. Produces one-page...

Competitor monitoring, pricing analysis, market positioning, and SWOT generation. Use when you need to track competitor moves, benchmark pricing, analyze mar...

Reconcile payroll processor reports (Gusto, ADP, Paychex, Rippling) to general ledger journal entries in QuickBooks Online, Xero, or other accounting softwar...

Period-over-period variance analysis on the Statement of Cash Flows pulled from QuickBooks Online. Outputs a 4-tab Excel workbook: Summary, Detail, Flags, CD...

Organize, audit, and generate investor or acquirer due diligence data rooms for startups and SMBs. Maps required documents by category (financial, legal, HR,...

Chain multiple pipeline scripts into a single sequential or parallel workflow. Acts as a "playlist" for PrecisionLedger pipeline scripts. Use when a task req...

Client onboarding and business diagnostic framework for AI agent deployments. Covers 4-round diagnostic process, 6 constraint categories, deployment SOP with...

Pay HTTP 402 payment challenges using tokens via the Tempo CLI and Uniswap Trading API. Use when the user encounters a 402 Payment Required response, needs t...

Gnosis Safe / multisig treasury setup, monitoring, and governance for DAOs and crypto treasuries. Treasury health dashboards, spending alerts, signer managem...

Monitor and analyze DeFi positions across protocols and chains. Track LP (liquidity provider) positions, staking rewards, yield farming returns, impermanent...

Meta-skill for building and publishing agent skills on ClawHub. Covers skill structure, YAML frontmatter specification, references directory convention, nega...

Automate AR collections with aging analysis, prioritization, email drafts, DSO reporting, payment tracking, and bad debt reserve recommendations.

Automated pre-audit checklist for Solidity smart contracts. Runs SWC registry scan, OpenZeppelin pattern validation, gas optimization suggestions, and common...

Upgrade Solidity smart contracts using OpenZeppelin proxy patterns. Use when users need to: (1) make contracts upgradeable with UUPS, Transparent, or Beacon...

Set up a Stellar/Soroban smart contract project with OpenZeppelin Contracts for Stellar. Use when users need to: (1) install Stellar CLI and Rust toolchain f...

Business KPI monitoring with threshold-based alerts. Connects to QuickBooks Online, Google Sheets, and CSV exports to track AR aging, cash runway, revenue gr...

Controller-level Balance Sheet deep analysis from QuickBooks Online. Pulls current and prior period BS, runs 3-month rolling averages, GL drill-down for mate...

Build a realistic personal monthly budget from someone's income and expenses. Use when asked to make a budget, plan monthly spending, allocate income, or get...

Year-end tax package preparation pipeline for QBO-connected clients. Generates a 9-tab Excel workbook: Tax Summary, Income, Expenses, Depreciation, 1099s, St...