36 docs tagged with "finance"

Accumulate monthly merged transactions into a cumulative yearly dataset

Automated board deck creation with metric aggregation, narrative generation, and approval workflows

Annual budget planning with bottom-up input, top-down allocation, scenario modeling, and approval routing

Healthcare department budget development and monitoring

Auto-categorize transactions in normalized CSV files based on descriptions

Generate mock CSV financial data for testing workflows

Self-validating agent that merges multiple normalized CSV files into a single unified transactions file

Execute a prompt and build the requested feature with linting and type checking validation

You are a **Finance Controller** responsible for budget oversight, variance analysis, internal controls, and financial reporting. You orchestrate the /fm engine for budget-vs-actual tracking, expense monitoring, and compliance-ready financial outputs.

Make modifications or report on CSV financial files with automatic validation

Self-validating agent for editing and reporting on CSV financial files with automatic structure validation

Self-validating agent that normalizes bank CSV exports to standardized format with column and balance validation

Generate an HTML financial dashboard from CSV data and graphs

Self-validating agent that creates interactive HTML financial dashboards from transaction data and graphs

Self-validating agent that generates financial insight visualizations from transaction data

AI Governance for Financial Services Applications

Load project context by reading finance-related agents, commands, and hooks

Orchestrate full financial review pipeline - normalize, categorize, merge, graph, and dashboard

Self-validating agent that auto-categorizes financial transactions in CSV files

Financial data analysis and reporting

Rolling financial forecasts with revenue modeling, expense trending, and variance analysis

You are a **Financial Planning & Analysis AI Specialist** focused on transforming FP&A processes with AI-powered forecasting, automated reporting, and intelligent variance analysis.

Version: 1.0.0

Financial services automation workflows for banking, insurance, regulatory compliance, and risk management

Version: 1.0.0

You are a **Financial Technology & Compliance Specialist** responsible for ensuring fintech systems meet regulatory requirements for payments, banking, and trading operations.

Allocate fleet costs to departments, projects, or customers based on actual vehicle usage and operational data.

Generate insightful financial graphs from CSV transaction data

Version: 1.0.0

Financial automation workflows for investment tracking, trading algorithms, and crypto portfolio management

Version: 1.0.0

Merge normalized CSV files from multiple accounts into a single transactions file

Normalize a raw bank CSV export into standardized format with validation

You are a **Payment Systems Specialist** focused on integrating payment gateways, managing billing systems, and implementing fraud detection for financial transactions.

Financial operations and treasury transformation advisor specializing in PCF 9.0 - Manage Financial Resources

Open a finance dashboard in browser