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Process payments via Stripe, PayPal, or ACH. Use when paying invoices, processing customer payments, or managing payment methods. Handles payment scheduling, execution, and confirmation with full audit trail.
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SOC 職業分類に基づく
Maintain immutable audit log for all financial actions. Use when logging user actions, tracking entity changes, generating audit reports, or investigating compliance issues. Ensures complete accountability and traceability.
Match bank transactions to book transactions, detect discrepancies, and resolve mismatches. Use when reconciling bank accounts, investigating unmatched transactions, or generating reconciliation reports. Handles multiple accounts and currencies.
Validate tax compliance, audit readiness, and policy enforcement. Use when checking transactions for compliance violations, preparing for audits, or enforcing financial policies. Ensures regulatory requirements are met.
Synchronize data with external accounting systems (QuickBooks, Xero) and bank feeds (Plaid). Use when importing/exporting financial data, syncing to accounting software, or updating from bank feeds. Handles bi-directional sync with conflict resolution.
OCR and parse documents including invoices, receipts, and bank statements. Use when extracting text from PDF/images, parsing scanned documents, or processing uploaded files. Supports Google Document AI and Tesseract OCR.
Generate standard financial reports including P&L, balance sheet, and cash flow statements. Use when creating monthly/quarterly/annual reports, comparing periods, or exporting financial data. Supports GAAP and custom report formats.
| name | payment-gateway |
| description | Process payments via Stripe, PayPal, or ACH. Use when paying invoices, processing customer payments, or managing payment methods. Handles payment scheduling, execution, and confirmation with full audit trail. |
Processes payments securely through integrated payment gateways (Stripe, PayPal, ACH), with proper authorization, audit logging, and error handling.
Required fields:
Validations:
const stripe = new Stripe(process.env.STRIPE_SECRET_KEY);
const payment_intent = await stripe.paymentIntents.create({
amount: invoice.amount, // cents
currency: invoice.currency,
description: `Invoice ${invoice.invoice_number} - ${invoice.vendor_name}`,
metadata: {
tenant_id: invoice.tenant_id,
invoice_id: invoice.id,
},
});
// Confirm payment
const confirmed = await stripe.paymentIntents.confirm(payment_intent.id, {
payment_method: tenant_payment_method_id,
});
// Via Stripe or Plaid
const transfer = await stripe.transfers.create({
amount: invoice.amount,
currency: invoice.currency,
destination: vendor_stripe_account_id,
});
// Via PayPal SDK
const payment = await paypal.createPayment({
amount: cents_to_dollars(invoice.amount),
currency: invoice.currency,
recipient: vendor_paypal_email,
});
On success:
UPDATE invoices
SET status = 'paid',
paid_at = NOW(),
updated_at = NOW()
WHERE id = $1 AND tenant_id = $2;
On failure:
INSERT INTO audit_log (tenant_id, user_id, action, entity_type, entity_id, changes)
VALUES (
$1, -- tenant_id
$2, -- user_id (approved_by)
'approve', -- action
'invoices', -- entity_type
$3, -- invoice_id
jsonb_build_object(
'payment_method', 'stripe',
'payment_intent_id', payment_intent.id,
'amount', invoice.amount,
'status', 'paid'
)
);
Return payment confirmation:
{
"success": true,
"invoice_id": "uuid",
"payment_id": "pi_1234...", // Stripe payment intent ID
"amount": 50000, // cents
"currency": "USD",
"status": "paid",
"paid_at": "2026-01-15T14:30:00Z",
"payment_method": "stripe",
"confirmation_number": "..."
}
For future payments:
INSERT INTO scheduled_payments (
tenant_id, invoice_id, amount, currency,
payment_method, scheduled_date, status
)
VALUES ($1, $2, $3, $4, $5, $6, 'pending');
Cron job checks scheduled_payments daily and executes when scheduled_date <= NOW().
Process Stripe webhooks:
payment_intent.succeeded - Mark invoice as paidpayment_intent.payment_failed - Alert user, retry or manual reviewcharge.refunded - Create refund transactionInvoke this skill when executing vendor payments or processing customer payments through integrated gateways.