cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Extract bank PDF/CSV to transactions.json with running-balance proof (pull bank lines with balance proof). Prefer CSV; Maybank Islamic PDF adapter when needed.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Extract bank statements to proved transaction lines.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Lock pack after QC pass (prove job). Use when finalise or lock accounts.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagementstate.json. Depth-scoped done.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Build Excel workpapers pack via openpyxl. Use when working papers Excel or workbook.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Post classified lines to balancing journals (balancing double-entry journals), then rolltb. Use when journals, postings, double entry, JE list, or "post the books".
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Record directors/management sign-off before issue. Use when approval or FS sign-off.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Standards review before/with FS (MPERS/MFRS pack). Use when standards review or MPERS issues.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Open Fava UI on a valid Beancount ledger. Use when fava, browse books, or interactive P&L.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Post balancing journals and build the trial balance with scripts.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Derive preliminary TB via rolltb only . Use when preliminary TB or roll TB.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Draft notes tied to primary statements. Use when notes to FS or disclosure draft.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Prepare primary financial statements from the adjusted trial balance — balance sheet and income statement (SOFP/SOCI). Use when draft FS or present statements.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Prove the job for this engagement depth (books scorecard or full QC).
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Prove the pack before finalisation — full QC with Section A mathematical blockers. Use when quality review, QC, partner checklist, "check the accounts", or prove intent before issue.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Capture multi-stream registers (bank, sales, purchases, payroll) with source provenance. Use when import bank or capture transactions.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Resume from engagementstate.json. Use when continue client, pick up books, or where we left off.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Resume an engagement from engagementstate.json.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Revenue recognition analysis under MPERS/MFRS for material money in. Use when revenue recognition, sales cut-off, deferred revenue, principal vs agent.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Revenue recognition analysis (branch of classify).
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Document-first intake when company details are unknown. Use for folder dumps, "do the accounting" without context, messy receipts and banks. Infer first; ask at most 3 questions. Prefer before a long questionnaire.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Register sources and bank coverage. Use when source register or document inventory.
cynco-labs/ai-accounting-skills
Skill Claude CodeCodex
Hand locked figures to tax/statutory filing workflows. Use when SSM, filing pack, or tax handoff.