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All Skills — finance

27 skills in "finance" matching "documents"

Business Document Generator

Generate professional, customizable business documents including proposals, quotes, invoices, contracts, and letters tailored to your industry and needs.

Monitor and interact with SOLO.ro accounting platform via CLI or TUI (summary, revenues, expenses, queue, e-factura, company). Use when a user asks to check their accounting data, view invoices, expenses, or e-factura documents, or translate a task into safe solo-cli commands.

Recognizes text (Chinese/English), objects, and scenes in images from chat, documents, or local files, with optional translation and auto-saving results.

OCR with python

Extract Chinese and English text from images and scanned PDFs, including documents like invoices and contracts, using PaddleOCR in Python.

AI-powered financial knowledge management. Search financial statements, audit findings, tax documents, and treasury records with structured extraction.

Accounting Skill

Process accounting documents — invoices (hóa đơn GTGT), purchase orders, and bank statements. Extract structured data from PDF (digital and scanned), JPG, an...

Investor Memo Generator

Generate investor-ready memos, executive summaries, and pitch narrative documents from raw financial data, cap tables, and startup metrics. Produces one-page...

YouTube video summarizer with speaker detection, formatted documents, and audio output. Works out of the box with macOS built-in TTS. Optional recommended tools (pandoc, ffmpeg, mlx-audio) enhance quality. Requires internet for YouTube access. No paid APIs or subscriptions. Use when user sends a YouTube URL or asks to summarize/transcribe a YouTube video.

Morning (Green Invoice)

Use to authenticate with Morning (GreenInvoice) and create/manage clients, items, and accounting documents (invoice/receipt/quote/order/credit).

Document extraction API by Nanonets. Convert PDFs and images to markdown, JSON, or CSV with confidence scoring. Use when you need to OCR documents, extract invoice fields, parse receipts, or convert tables to structured data.

Veryfi Documents AI

Real-time OCR and data extraction API by Veryfi (https://veryfi.com). Extract structured data from receipts, invoices, bank statements, W-9s, purchase orders...

Generate professional PDFs from Markdown, HTML, data, or code. Reports, invoices, contracts, and documents with best practices.

Write LaTeX documents with correct syntax, packages, and compilation workflow.

Extract, store, and export tax documents (W-2, 1099-DA, all 1099 variants, K-1) using AI. Local-first — your documents never leave your machine. Web UI at lo...

Converts PDF documents (invoices, reports) to High-Fidelity OFD format with pixel-perfect precision.

Local-first year-round tax memory system for individuals, freelancers, and small businesses. Use when users mention tax documents, receipts, expenses, tax no...

Due Diligence Dataroom

Organize, audit, and generate investor or acquirer due diligence data rooms for startups and SMBs. Maps required documents by category (financial, legal, HR,...

People Investigation

Personal investigator / people lookup skill. Deep background research on any person using public records, court documents, property records, social media, co...

AI-powered invoice OCR, scanning, and data extraction. Use when: (1) user needs OCR or text extraction from invoice images, scanned documents, or PDFs, (2) s...

Greek Email Processor

Email processing for Greek accounting. Connects via IMAP to scan for financial documents, AADE notices, and invoices. Routes to local pipelines.

Personal Travel

Acts as the user's travel planning assistant in the Travel topic. Plans trips, tracks visited places, wishlists, budgets, documents. Use when in Personal cha...

PDF Text Extractor

Extract text from PDFs with OCR support. Perfect for digitizing documents, processing invoices, or analyzing content. Zero dependencies required.

Korean Document Reviewer

한국 비즈니스 서류(세금계산서, 계약서, 통장사본, 견적서, 거래명세서, 사업자등록증, 사업비 요청 공문, 지원금 신청서, 검수조서, 이체확인증, 결과보고서) 검토 및 검증. Use when reviewing Korean business documents for format compliance, required fields, value accuracy, and cross-document consistency. Triggers on: 서류 검토, 문서 확인, 세금계산서 검증, 계약서 리뷰, 견적서 확인, 통장사본 검증, 거래명세서 확인, 사업자등록증 확인, 검수조서 검토, 이체확인증 검증, 결과보고서 검토, document review, invoice check.

Document Ingestion

Process raw accounting source documents (PDFs, CSVs, bank statements, invoices, receipts) into standardized transaction records for QBO import. Use when batc...

Uplo Accounting

AI-powered accounting knowledge management. Search bookkeeping records, tax preparation documents, audit support files, and financial statement workpapers wi...

Business Doc Generator

Generate polished, customizable business documents including proposals, quotes, invoices, contracts, and letters tailored to your industry and needs.

Markdown to PDF

Convert Markdown files to beautiful PDF documents. Supports custom styling, code highlighting, and multiple output options. Use when users need to convert MD...