Compliance Tracking

Ticket Deflector

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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

Tax Season Organizer

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Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

Tax Prep

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基于已结账的账目准备税务材料：季度预估缴税明细，或年终 1099-NEC 清单与会计师资料包。

Smb Onboard

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引导小微企业主完成首次设置：连接工具、运行一次体现价值的配方、记录业务背景并设定每周检查节奏。

Smb Router

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将小企业主的需求转接到合适的插件技能或命令，并说明可用功能。

Month End Prep

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Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."

Plan Payroll

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串联现金流预测、逾期发票催款与工资发放准备，让业主在提交前确认工资是否付得起。

Job Post Builder

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根据职位需求生成招聘材料包：职位发布、面试指南与评分表、录用通知书模板。

Contract Review

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审阅保密协议、主服务协议和供应商合同，用通俗语言标出风险条款，并可导出带修订标记的 DOCX。

Close Month

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执行月末结账链条：核对总账、刷新现金流预测，然后发布结账资料包。

Business Pulse

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为中小企业主生成一页式跨职能业务快照，整合已连接的财务、销售、管道、日历和收件箱工具数据。

Cash Flow Snapshot

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根据账簿、支付平台或 CSV 数据生成 30/60/90 天现金流预测，含置信区间和具名风险提示。