Instructions file CodexOpenCode
Instructions for akiotanaka847/qaio-desktop, covering claude session protocol — qaio, rule 0 — never take shortcuts, phase 0 — load /caveman (every session, first), system at a glance (read once at session start) and dispatch table (progressive discovery).
Instructions file
Instructions for akiotanaka847/qaio-desktop, covering claude session protocol — qaio, rule 0 — never take shortcuts, phase 0 — load /caveman (every session, first), system at a glance (read once at session start) and dispatch table (progressive discovery).
Skill Claude CodeCodex
Build Qaio App locally (macOS). Clean stale artifacts, pnpm tauri build, notarize DMG manually (Tauri skips), staple, verify, copy to /Desktop/Qaio-{version}.dmg. Fallback when CI broken.
Skill Claude CodeCodex
Debug bugs in Qaio. NEVER guess. Read log files first (backend + frontend). Add targeted tracing/logger if not enough info. Never ask user to copy-paste terminal output.
Skill Claude CodeCodex
Ship new Qaio version. Bump semver across all packages, tag, push, let CI build + sign + notarize. STOP at draft — user publishes manually. Defaults patch bump. Minor needs explicit user permission.
Skill Claude CodeCodex
Get a punch-list read on whether your books are clean: uncategorized items, recon breaks, stale accruals, cutoff candidates, draft journal entries, missing opening balances, duplicate vendors. I rank issues by dollar impact and call out one 'close this week' move. Sub-mode mode=audit-response for auditor or diligence…
Skill Claude CodeCodex
Draft a startup-optimized chart of accounts shaped for your entity, accounting method, and revenue model — with R&D / Sales & Marketing / General & Admin operating expenses breakouts, deferred revenue and accrued PTO lines, SAFE-note and convertible equity lines, and one cash sub-line per registered bank account.…
Skill Claude CodeCodex
Categorize a batch of pending transactions from your QuickBooks or Xero queue, a dropped CSV, or a pasted table. I canonicalize each party, apply your saved rules first, then prior-year memory, then calibrated reasoning against your locked chart of accounts; anything below 0.90 confidence lands in Suspense rather than…
Skill Claude CodeCodex
Get the founder one-pager: cash on hand, trailing 3- and 6-month net burn, runway months, a ±20% sensitivity table, and the top-3 cost drivers behind the burn. Cash balances come from QuickBooks / Xero / your bank feed where connected, the most recent statement otherwise. Every number cites a source — bank balance…
Skill Claude CodeCodex
See where you owe sales tax. I total revenue and transaction counts per US state from Stripe (or QuickBooks / Xero / invoices as fallback), compare each state's totals against its economic-nexus threshold for the quarter and trailing 12 months, pinpoint the month each crossed state was triggered, and flag…
Skill Claude CodeCodex
Run a full monthly close end-to-end: reconcile every registered account, refresh the accrual register, draft every due standard journal entry (reversing, accrual, prepaid, payroll, revenue recognition, depreciation, stock-comp, adjustment), run a cutoff check for transactions booked in the wrong period, generate P&L…
Skill Claude CodeCodex
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 |…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
Prep your 1099-NEC and 1099-MISC list for the tax year. I total year-to-date payments per vendor from your run history, flag eligible vendors (non-corporate, ≥ $600), split NEC from MISC, cross-reference W-9 status against the W-9s you have on file, and draft chase emails for missing W-9s as Gmail / Outlook drafts (or…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…