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Calculates and tracks net worth over time from assets and liabilities. Trigger when user asks about net worth, total assets, or overall financial position.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
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.
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.
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.
Scores transactions and deduction patterns against known IRS audit risk factors. Flags high-risk items. Trigger when user asks about audit risk, red flags, or IRS scrutiny.
Prepares negotiation briefs for recurring bills with market rate comparisons and scripts. Trigger when user asks about negotiating bills, lowering costs, or getting better rates.
Calculates break-even point based on fixed costs, variable costs, and pricing. Models scenarios. Trigger when user asks about break-even, breakeven analysis, or minimum revenue needed.
| name | net-worth |
| tier | paid |
| description | Calculates and tracks net worth over time from assets and liabilities. Trigger when user asks about net worth, total assets, or overall financial position. |
This workflow requires a license. Visit openaccountant.ai/pricing for details.
