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Connect bank accounts for automatic transaction import via Plaid.
Instalar con Codex o Claude Copia este prompt, pégalo en Codex, Claude u otro asistente, y deja que revise la página de la skill y la instale por ti.
Basado en la clasificación ocupacional SOC
Calculate break-even revenue by separating fixed and variable costs.
Project future cash flow using historical trends and recurring patterns.
Analyze revenue and costs per client to find your most profitable accounts.
Monitor 1099 contractor payments and flag $600 threshold.
Track unpaid invoices by age bucket and flag overdue payments.
Run a monthly bookkeeping close checklist with reconciliation.
| name | bank-sync |
| description | Connect bank accounts for automatic transaction import via Plaid. |
Connect your bank accounts for automatic, recurring transaction imports using the Plaid API. Once connected, Wilson pulls new transactions daily without manual CSV exports. Supports checking, savings, and credit card accounts from thousands of financial institutions.
Note: Plaid integration requires a Wilson Pro license.
transaction_search — verify imported transactions and check for duplicatescategorize — auto-categorize newly synced transactionscategorize on newly synced transactions.If you don't have Wilson Pro or prefer manual imports, here are alternatives for each major bank:
Chase:
Bank of America:
Wells Fargo:
Citi:
Capital One:
American Express:
import-transactions skill to import each file