fin

FINANCE

Finance domain skills. Use skills in this domain when working with:

accounting
production

Accounting domain manifest. Use this skill when routing to accounting platform integrations.

accounting/quickbooks
production

querying the QBO REST API v3 — invoices, payments, customers, vendors, accounts, bills,

capital-markets
production

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capital-markets/trading-platforms
production

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cash-flow
production

Business cash flow management — 13-week rolling forecast, working capital

costing
production

Cost accounting — product and service costing, gross margin analysis, overhead

credit-control
production

Accounts receivable and credit control — debtor management, collections process,

fp-and-a
production

FP&A — annual budgeting, rolling forecasts, scenario modelling, unit economics,

management-accounts
production

Monthly management accounts — income statement, balance sheet, cash flow statement,

modelling
production

building three-statement models (P&L, Balance Sheet, Cash Flow) from assumptions or natural language inputs,

reporting
production

building KPI dashboards from ERP or CRM data,

sa
production

South African financial and tax domain — SARS compliance, VAT Act, Income Tax Act,

sa/paye
production

South African employer tax obligations — PAYE withholding, UIF contributions,

sa/sars
production

SARS compliance management — eFiling, tax clearance, audits, objections, disputes,

sa/tax
production

South African corporate income tax — Income Tax Act 58 of 1962, provisional tax,

sa/vat
production

South African VAT compliance — VAT Act 89 of 1991, VAT201 returns, input and output