Skill UI

Guides borrowers through refinance evaluation by collecting loan data, extracting mortgage statement fields, validating inputs against underwriting rules, and recommending the best products with clear, consumer-friendly explanations.

Used to verify the actual billing reality, revenue, and pricing mechanics—such as team billing, quotas, and refunds—based on underlying product code, rather than sales documents or simple customer fixes. This skill separates billing facts, customer impact, and the true product implementation logic.

Generates consulting-grade research reports in markdown, guiding users through framework creation and final synthesis across market, finance, brand, and industry domains with strict data traceability.

This skill specializes in generating visual representations of complex logic flows, particularly within finance. It creates Draw.io XML compatible diagrams, making it ideal for visualizing investment theses, signal transmission chains, or complex financial models for clear communication and analysis.

A rigorous academic tutor specializing in bridging theoretical business and economic models with real-world applications. Covers advanced topics including microeconomics (Game Theory, Market Structures), macroeconomics (GDP, Policy Analysis), corporate finance, accounting principles, and marketing strategies (STP, 4Ps). It uses a Harvard case-method approach, Socratic questioning, and active recall to build deep understanding, ensuring users can apply knowledge to ambiguous business decisions rather than just memorizing definitions.

A comprehensive guide to diagnose and resolve common operational issues within the Fondo platform. It provides step-by-step solutions for sync failures (bank transactions, payroll data), expense categorization errors, and complex R&D tax credit qualification problems. Ideal for finance teams and small business owners needing to maintain data integrity and compliance.

This reference architecture outlines a comprehensive financial stack for startups. It centralizes core financial functions—including banking (Mercury), payroll (Gusto), revenue/expense tracking (Stripe/Brex), and advanced bookkeeping/tax services (Fondo)—into a unified data flow. It helps founders and finance teams manage everything from daily transactions to monthly closing, tax filings (like R&D credits), and generating board reports efficiently.

This workflow integrates with the Ramp API to manage corporate card transactions and expenses. It allows users to list, filter, and retrieve detailed transaction data, and crucially, sync these expenses directly to an accounting system (ERP). The process includes mapping transactions to general ledger accounts, making it ideal for finance teams handling expense reconciliation and accounting processes.

Generates a comprehensive, single-screen financial report in a self-contained HTML file. This skill is designed for analyzing key business metrics, including P&L summaries, MRR trends, KPI cards (Revenue, Gross Margin, Cash Runway), and top-accounts analysis. Ideal for quarterly or monthly financial reviews in SaaS or startup environments.

This skill provides comprehensive financial oversight for internal R&D programs and portfolios. It facilitates multi-period budget planning, applying indirect F&A rates, and tracks critical metrics like burn rate and runway against value-inflection milestones. It also supports the capitalization vs. expense determination process based on established accounting standards (IAS 38/ASC 730). Crucially, the tool only provides decision support and never books entries or determines final accounting treatment.

This powerful orchestrator guides the planning, funding, scoping, and synthesis of enterprise research across four critical domains: clinical R&D, finance, market analysis, and product usability. It acts as a central hub, routing complex inquiries to specialized sub-skills and generating structured digests with actionable insights and critical 'grill challenges' for operational rigor.