multi-entity

Tracks finances across multiple business entities with AI-powered classification and per-entity reporting. Trigger when user asks about multi-entity, multiple businesses, separating personal and business expenses, or consolidated financials.

Jump to install Review files

Repository: openaccountant/wilson
Last source activity: March 15, 2026 at 13:17
Detected SKILL.md language: English
Stars: 52
Forks: 9

Install options

The review-first prompt is selected by default. You can switch to a direct command or download a local copy.

Install with an AI assistant

Copy this prompt into the AI assistant you're using.

Follow https://skillsmp.com/skill-install/prompt.md to install only the Agent Skill at https://github.com/openaccountant/wilson/tree/main/src/skills/multi-entity.

A direct command skips the review prompt. Inspect the source before running it.

npx skills add https://github.com/openaccountant/wilson --skill multi-entity

The command stays on one line. Scroll horizontally to inspect it before copying.

Prefer a local copy? Download the files currently available to SkillsMP.

Review the source files

Read SKILL.md and any companion files shown by SkillsMP before deciding whether to install.

SKILL.md

Source instructions · Read-only preview

name	multi-entity
description	Tracks finances across multiple business entities with AI-powered classification and per-entity reporting. Trigger when user asks about multi-entity, multiple businesses, separating personal and business expenses, or consolidated financials.

Back to search Back to installation

smart-categorize

Categorizes uncategorized transactions using AI, aligned with Plaid's Personal Finance Category (PFC) taxonomy. Process in batches; low-confidence suggestions are routed to a review queue the user resolves in the dashboard Review tab. Trigger when user says "categorize", "classify transactions", "what are my uncategorized", or after import when uncategorized transactions exist.

2026-09-21

1099-preflight

Pre-flight check for 1099 filing requirements. Identifies contractors paid over $600 and validates information completeness. Trigger when user asks about 1099s, contractor payments, or year-end filing prep.

2026-03-02

accountant-export

Generates a comprehensive export package for your accountant: P\&L, categorized transactions, tax summaries, and notes. Trigger when user asks about sending data to their accountant or accountant package.

2026-03-02

View all from this repository

multi-entity

Source facts

Install options

Install with an AI assistant

Review the source files

More from this repository

Install with an AI assistant

More from this repository