an AI workflow for handling Autónomo incoming and outgoing receipts, and calculating the numbers for the quarterly modelo 130 and 303 (and modelo 420 if in Canarias) for use e.g. with Claude Cowork
Ingest a received invoice or receipt into the QuarterlyAssistant bookkeeping. Use whenever the user drops a receipt/invoice PDF and wants it recorded, says "add this receipt", "book this", "this is a gasto/expense for Qn", "file this invoice", or references a purchase/subscription/bill that should be captured for the…
Run the QuarterlyAssistant quarter-close pipeline and review the results. Use whenever the user wants to "close the quarter", "run the pipeline", "do the Modelo 130", "calculate the trimestre", asks "what do I owe this quarter", wants the libros/books generated, or asks to process the bank statements and receipts…
Create, render, and issue outgoing invoices (facturas) for the QuarterlyAssistant project. Use whenever the user asks to write or create an invoice, bill a client, mentions a missing outgoing invoice for a payment they received, wants to issue/finalize/lock an invoice draft, re-render an invoice PDF, create a factura…