Business & Operations

Get the brief you need to walk into your day or your meeting prepared. Pick what you need: a daily roll-up of your inbox, calendar, chat, and recent docs into today's plan; a deep attendee pre-read for an upcoming meeting with agenda and likely asks; or post-meeting notes that turn a transcript into decisions, owners, and follow-ups.

Get a meeting on the calendar without the back-and-forth eating your week. I propose three times that respect your focus blocks, daily meeting cap, and buffers, draft the counterparty message in your voice, iterate as they reply, and only create the event after you explicitly say to book it.

See your real annualized SaaS spend in one place, including the subscriptions you forgot about. I aggregate everything from your billing provider, your inbox receipts, and your contract library, flag duplicates and unused tools, and surface the top three cancel candidates with rationale. Most founders are surprised by the headline number the first time.

Turn a customer win into a case study you can put on your site or hand to sales. I structure it as challenge, approach, and results with real numbers in your voice. Any number I can't verify gets flagged for you to confirm.

Pull the exact words your customers use from your sales call recordings. I extract verbatim pain phrases, objection patterns, and positioning signals from Gong or Fireflies transcripts, ranked by frequency. This is the single best source for headlines, ad copy, and landing pages that sound like your buyer.

Sweep your inbox for legal stuff (contracts to review, NDAs, customer data requests, anything that needs a lawyer's attention) and tell you what needs you and what doesn't. I just sort and summarize, I never reply.

Tell me the basics about your company so I can give you better legal help. I ask a few quick questions about your entity, cap table, contracts in force, templates, and any open risks. You only need to do this once, and I keep it updated as things change.

Read a contract someone sent you and tell you what's in it. Pick how deep: a quick verdict on whether it's safe to sign, a fast NDA check, or a clause-by-clause map without a verdict. Every clause that needs attention gets a clear note and, when needed, suggested wording to push back with.

Get ready for your Delaware annual report and franchise tax (due March 1 every year). I run the math two ways and pick the cheaper one, which is usually 10x to 100x lower than the scary number Delaware shows by default. You get a step-by-step pack of exactly what to enter on the state's website. You file, I prep.

After reviewing a contract, plan exactly what to push back on. I sort the issues into must-haves, nice-to-haves, and not-worth-fighting, write the exact wording you can paste into your counter-email, and add a fallback if the other side says no. You need to have reviewed the contract first.

Check that your legal compliance is still in good shape. Pick what to check: your privacy policy, your privacy vendor list, or your contract templates. I surface what's drifted or out of date and what to fix. I never change anything on my own.

Tag your qualified R&D spend for Section 174 / federal R&D credit support. I bucket spend into the four IRS categories — qualified wages by employee role and time share, supplies, cloud / computer leasing, contract research at 65% — allocate it across your projects (or one 'Unallocated R&D' bucket if no project list), and call out the typical exclusions (post-release fixes, routine analytics, funded research). Support package only — your tax preparer files Form 6765 and any state equivalents.

Set up your books from scratch with one founder interview that captures entity, fiscal year, accounting method, registered accounts, payroll posture, revenue model, investor cadence, and tax preparer, then writes the live bookkeeping brief every other skill reads first. Sub-mode `mode=opening-balances` captures your opening trial balance from a spreadsheet, CSV, or prior-accountant export. I never connect a bank, post to a general ledger, or move money from this skill — facts and a brief, ful...

Spread a customer contract into a clean ASC 606 recognition schedule, one artifact per contract organized by customer. I handle the common startup patterns — annual upfront with monthly ratable, usage-based with a floor, implementation-fee deferral, contract modifications (prospective vs. cumulative catch-up) — and I flag the judgment calls (variable consideration, significant financing, non-cash) with options and dollar impact. I draft and surface; I never decide for you and I never post.

Use when the user says 'list our active accruals' / 'refresh the accruals register' / 'are any accruals stale' / 'what reversing entries are due' - I recompute current balances for every active accrual (prepaid rent, prepaid SaaS, deferred revenue, PTO, accrued payroll, accrued interest), flag stale items, and surface reversing-entry candidates. Reads `accruals.json` + `journal-entries.json` + chart of accounts; rewrites `accruals/register.md` and upserts `accruals.json`.

Reconcile a single account — bank, credit card, payment processor, or subledger — for the period you pick. I tie the general ledger one side, the external statement the other, surface unmatched items aged into 0–30 / 31–60 / 61–90 / >90 day buckets, and render a three-way proof with the real numbers. Sub-mode `mode=transfer-detect` finds debit/credit pairs across all your accounts within ±2 days and tags them as Internal Transfers so they fall out of the P&L. I never silently plug a differenc...

Process a batch of PDF or CSV bank and credit-card statements end to end: extract every transaction (parallel Haiku subagents), canonicalize the party names, categorize against your locked chart of accounts (parallel Sonnet subagents), detect inter-account transfers, and assemble a reviewed Google Sheets workbook with a formula-driven P&L. Reconciliation mismatches surface as warnings, low-confidence categorizations land in Suspense — I never invent an account code, never silently plug a numb...

Assemble a board-ready financial pack from the latest close: a one-page exec summary (cash, burn, runway, monthly revenue / annual revenue, gross margin, headcount, top-3 variance) followed by P&L, balance sheet, cash flow, SaaS KPIs (monthly revenue waterfall, NRR, gross margin, CAC payback), cohort retention if you have ≥ 6 cohorts, and runway sensitivity. `mode=saas-metrics` skips the full pack and refreshes just monthly revenue / annual revenue / gross margin / NRR. Optional Google Docs m...

Draft a financial statement for the period you pick, one statement per call: `statement=pnl | balance-sheet | cash-flow | trial-balance`. I produce the statement against your journal entries, opening balances, and chart of accounts, with prior-period and prior-year comparisons and 3-5 auto-generated notes that cite specific journal entries — no invented drivers. Cash and accrual views both run on accrual books; out-of-balance and unusual-balance flags surface at the top. Drafts only — you sig...

Log a single expense from a forwarded receipt — image, PDF, or email — and produce one categorized expense plus one balanced journal entry. I extract vendor, date, amount, and line items via multimodal read, pick an account code against your locked chart of accounts (anything below 0.90 confidence lands in Suspense with the receipt attached), and draft the double-entry journal entry with the credit side keyed off how it was paid (corp card, founder loan, cash, or ACH). Sub-mode `mode=batch` r...

Backfill memory from your prior system: a QuickBooks Online or Xero export, a CSV, or a spreadsheet from your prior accountant. I seed your chart of accounts (only if you don't have one), build an opening trial balance from the prior period's closing balances, and learn vendor-to-account-code rules from transaction history with an 80%-confidence majority threshold so noisy parties don't poison future categorization. Strictly one-way read — I never push back to QuickBooks Online or Xero, never...

Assemble the year-end package for your tax preparer. I gate on a clean audit (`audit-my-books` runs first; open items block the handoff), then put together the trial balance, per-account reconciliations, fixed-asset and depreciation schedules, 1099 list, R&D classification (if eligible), M-1 adjustment candidates (meals 50% / 100% disallowance, stock-based compensation book vs. tax timing, accrual-to-cash deltas, federal income tax, deferred revenue, non-deductibles), and a judgment-call audi...

Tell me why a P&L line moved. I compare actuals against budget (if you have one), prior period, and same period prior year, decompose every material swing into price / volume / mix / one-time drivers tied to specific journal entries and vendors, and write a 3–5 paragraph narrative on the biggest movers. Materiality threshold defaults to 5% and $1k and is configurable per run. Unexplained residuals are surfaced, never quietly absorbed. Drafts only — I never re-classify or post to clean up a va...

Use when the user says 'book the accrual journal entry' / 'draft the depreciation journal entry for Q1' / 'post the prepaid amortization' / 'revenue recognition this period' / 'stock-comp journal entry' / 'reclass this expense' - I draft a balanced double-entry journal entry that branches on `type`: `accrual` | `prepaid` | `payroll` | `revrec` | `depreciation` | `stock-comp` | `adjustment` | `reclass`. Every journal entry is validated balanced to 1 cent, every account code is validated agai...