Skill UI

A comprehensive skill designed for finance-related information retrieval. It provides dual search capabilities: real-time web searching across multiple engines (Jina, DDG, Baidu) for general market knowledge, and Retrieval-Augmented Generation (RAG) for querying local, proprietary document stores (e.g., daily news). Ideal for financial analysts needing both broad market context and specific internal data insights.

This guide details how to implement robust Role-Based Access Control (RBAC) for Flexport API integrations. It addresses enterprise needs by allocating scoped API keys and managing permissions at an application layer. Users can define specific roles (Viewer, Operator, Finance, Admin) with granular permissions, ensuring that different user roles can only access necessary endpoints, thereby enhancing security and supporting multi-tenant architectures.

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 guide provides comprehensive strategies to optimize financial workflows within the Fondo system. Key areas covered include accelerating the month-end close process through auto-categorization rule setup, streamlining vendor communications with CPAs via batch processing, and implementing efficient data export caching mechanisms. It is designed to help finance teams achieve faster, more accurate, and highly automated financial reporting.

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.

Provides comprehensive intelligence access across news, finance, and media. Users can analyze news articles for media bias and balanced perspectives across thousands of sources. It also delivers live data for stocks, ETFs, and crypto, offering AI-generated bull/bear cases, advanced options pricing, and semantic meme searching capabilities.

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.

A comprehensive playbook detailing advanced exploitation techniques in decentralized finance (DeFi). Covers flash loan mechanics, price oracle manipulation (spot vs. TWAP), MEV extraction strategies (Sandwich, JIT), governance exploits, and core smart contract vulnerabilities. Essential for security auditors and risk analysts.

A comprehensive, 6-phase simulation of a C-suite boardroom meeting. This skill facilitates structured strategic deliberation across multiple executive domains (e.g., Finance, Product, Marketing). Key phases include independent thinking (isolation), cross-examination, and devil's advocate reviews. The output is a formal Board Memo detailing recommendations, vote tallies, explicit dissents, and critical risk assessments, ensuring robust decision-making.

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.