hypothesis-generation
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tax-compliance
Use this skill when a VP Tax, Tax Manager, Controller, or Finance Director needs to manage all tax obligations of a company — including corporate income tax, GST/VAT/Sales Tax, payroll taxes, transfer pricing, R&D tax credits, and multi-jurisdictional tax compliance. Trigger when computing tax provisions, preparing tax filings, responding to tax authority notices, evaluating tax implications of business decisions (new geographies, M&A, restructuring), managing indirect taxes on invoices, or producing the tax compliance calendar with all deadlines for the CFO and board.
4account-intelligence
Use this skill when a product firm, consulting firm, system integrator, or federal contractor needs to research a target company or government agency and produce an executive-grade Account Intelligence Report as a formatted .docx file. Handles any industry vertical — Life Sciences, Financial Services, Healthcare, Manufacturing, Energy, Retail, Technology, Federal/Government, and more. Fully automates the pursuit research and document generation process. Includes AI Agentic Solutions vision, IP and Research Opportunity mapping, and high-definition charts and visual dashboards.
3expense-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.
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