AI agent skills for Israeli accounting, bookkeeping, and financial management
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Not tax advice and not a filed return. Integrate Green Invoice (Morning) API for Israeli invoicing, receipts, client management, and payment processing. Use when user asks to create invoices via Green Invoice, generate hashbonit mas through Morning API, manage clients in Green Invoice, set up webhook automation for…
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Google Sheets financial tracking and automation for Israeli freelancers and small businesses using the Google Workspace CLI (gws). Use when user asks to create income/expense sheets with Shekel formatting, track VAT (18%) calculations, generate tax-period summaries for accountants, backup spreadsheets as CSV, or…
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Import and export data between Hashavshevet accounting software and modern formats (JSON, CSV, Excel). Use when you need to extract journal entries, chart of accounts, trial balances, or customer/supplier lists from Hashavshevet, import bank transactions and invoices into Hashavshevet format, migrate data from…
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Not investment advice and not a recommendation to buy or sell. Navigate and analyze Israeli corporate annual reports (dochot titkuftiim), financial filings, and regulatory disclosures. Use when user asks about Israeli annual reports, MAYA filings, IFRS financial statements, doch titkufti, dochot kaspiyim, דוח תקופתי…
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Not legal advice. Audits an Israeli payslip and timesheet and itemises what is owed against what was paid. Checks the payslip carries the components the law requires, converts clock-in and clock- out spans into working hours, splits them into ordinary, overtime and weekly-rest hours, and applies the statutory…
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Not accounting or tax advice. Automates bank reconciliation for Israeli banks and credit-card issuers (Leumi, Hapoalim, Discount, Mizrahi Tefahot, Beinleumi/FIBI, Otsar Hahayal, Mercantile, Massad, Yahav, OneZero, and the card issuers Isracard, Max, Visa Cal, Amex) using the israeli-bank-scrapers library. Matches…
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Generate proper double-entry journal entries (pkudat yoman) for common Israeli business transactions including payroll with all statutory components, VAT handling, asset depreciation, and revenue recognition. Use when you need to create accurate bookkeeping entries using an illustrative Israeli account-numbering…
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Generate, validate, and manage Israeli e-invoices (hashbonit electronit) per Tax Authority (SHAAM) standards. Use when user asks to create Israeli invoices, request allocation numbers, validate invoice compliance, or asks about "hashbonit", "e-invoice", "SHAAM", "allocation number", or Israeli invoicing requirements.…
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AI-powered categorization of business expenses into Israeli tax-deductible categories based on current Israeli Tax Ordinance rules. Applies the correct deduction mechanics (vehicle = the higher of running-costs-minus-use-value or 45%, mobile phone with the 50% disallowance floor, home office and internet…
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Generate Israeli-standard financial reports including profit and loss (Doch Revach VeHefsed), balance sheet (Maazan), trial balance (Maazan Bochein), and cash flow statements. Supports bilingual Hebrew/English output with NIS formatting, VAT summary reports for bi-monthly and monthly filing, year-end annual report…
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Explains and sanity-checks the salary of Israeli public-healthcare-sector workers (nurses / achim ve'achayot, allied-health / miktzo'ot habriut such as physiotherapists, occupational therapists, dietitians, and speech clinicians, hospital pharmacists, and doctors / rofim), which is set by public-sector collective…
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Calculate Israeli payroll including income tax, Bituach Leumi (National Insurance), health tax, pension contributions, shovi rechev (company-car use value), and net salary. Use when user asks to calculate salary, "tlush maskoret", payroll deductions, "bruto to neto", employer cost, tax credits (nekudot zikui), company…
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OCR and parse Israeli receipts and invoices with Hebrew and English text extraction. Extracts merchant name, date, total amount in NIS, VAT amount, receipt or invoice number, payment method, and VAT registration number (osek murshe). Handles common Israeli retail formats including supermarkets, gas stations…
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Computes and explains the salary of Israeli teachers (ovdei horaa / sachar ovdei horaa) under the two collective-agreement reforms: Ofek Chadash (ofek chadash, New Horizon, covering kindergartens, elementary, and junior-high) and Oz LaTmura (oz latmura, upper-secondary only). Use when a user asks how a teacher's pay…
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Not legal or accounting advice and not an audited financial statement. Prepares an Israeli amuta or public benefit company (chalatz) for its annual filing to the Registrar of Associations: builds the checklist for the four annual documents, works out which governance organs and which audit duty the turnover band…
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