customer-intel
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invoice-management
Use this skill when an AR specialist, billing analyst, revenue operations manager, or finance team member needs to generate, dispatch, track, and collect on customer invoices. Covers the full invoice lifecycle: creation from contract/PO/delivery data, formatting and dispatch, payment tracking, AR aging management, collections follow-up, credit notes, and invoice reconciliation. Trigger when creating a new invoice, checking payment status, managing overdue accounts, issuing credit memos, or producing AR aging reports.
4expense-management
Use this skill when an employee, manager, AP specialist, or finance operations team member needs to submit, review, approve, or reimburse business expenses. Covers the full expense lifecycle: policy enforcement, expense report submission, receipt verification, multi-level approval, reimbursement processing, credit card reconciliation, out-of-policy escalation, and monthly expense analytics. Trigger when an employee wants to claim a business expense, when a manager needs to approve expense reports, when AP needs to process reimbursements, or when Finance needs an expense analytics report.
3revenue-operations
Use this skill when a VP Revenue Operations, Head of Sales Finance, or Revenue Operations Manager needs to manage all revenue-related financial flows — including customer invoicing, recurring billing, revenue recognition, sales commission calculation and payout, and sales finance reporting. This skill orchestrates invoice generation, billing operations, and commission tracking. Trigger when dealing with any combination of: creating or dispatching invoices, managing billing cycles, computing sales commissions, tracking AR aging, enforcing revenue recognition policies, or producing sales finance dashboards for the CRO and CFO.
3salary-management
Use this skill when a Payroll Specialist, HR Operations team member, or Finance team member needs to run a payroll cycle, process a salary change, generate payslips, calculate pro-rated pay, handle final settlements for departing employees, manage advance salary requests, or produce payroll registers for Finance close. This skill is the operational execution engine under the payroll-compensation skill. Trigger when running a payroll batch, onboarding a new hire with their first paycheck, processing a salary increment, handling a termination payout, generating payslips, or reconciling the payroll register to the GL.
3industry-compliance
Use this skill when you need industry-specific regulatory compliance for Banking & Finance (FFIEC, FINRA, Basel III, PSD2, DORA), Healthcare & Life Sciences (FDA 21 CFR Part 11, HITRUST CSF, HL7 FHIR security, GxP), Hi-Tech & Semiconductors (ITAR, EAR, CMMC), or Retail/Consumer (PCI-DSS, CPRA). Trigger for sector-specific compliance programs, regulated industry deployments, or when standard frameworks alone are insufficient.
3ciso
Use this skill when you need enterprise security strategy, risk governance, board-level security reporting, security program design, or orchestration of any security domain (SOC/operations, compliance, infrastructure, application, AI ethics). Trigger for CISO-level decisions, enterprise risk posture assessment, security budget planning, or when multiple security domains must be coordinated simultaneously.
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