openaccountant/wilson - Página 2

cash-flow-forecast

Forecasts cash flow by analyzing income/expense trends, identifying recurring patterns and seasonal variations, and projecting future balances. Trigger when user asks about cash flow, projections, "will I run out of money", or forecasting.

Idioma do texto original: inglês

contractor-tracking

Tracks payments to independent contractors and freelancers for 1099-NEC filing. Identifies contractor payments, totals by recipient, and flags those requiring 1099s ($600+ threshold). Trigger when user asks about 1099s, contractor payments, or freelancer…

Idioma do texto original: inglês

profit-loss

Generates profit and loss (income statement) reports for any time period. Breaks down revenue streams and expense categories. Trigger when user asks for P&L, income statement, profit/loss, or business financial summary.

Idioma do texto original: inglês

quarterly-taxes

Calculates quarterly estimated tax payments for self-employed individuals. Analyzes income, deductions, and self-employment tax. Trigger when user asks about quarterly taxes, estimated payments, 1040-ES, or self-employment tax.

Idioma do texto original: inglês

rental-property

Tracks rental income and expenses per property, generates IRS Schedule E summaries, and calculates depreciation. Trigger when user asks about rental income, investment properties, landlord expenses, or Schedule E.

Idioma do texto original: inglês

tax-prep

Analyzes transactions for tax-deductible expenses. Categorizes by IRS Schedule C line items, flags mixed-use expenses, and generates a tax summary. Trigger when user asks about taxes, deductions, Schedule C, business expenses, or tax prep.

Idioma do texto original: inglês

bank-sync

Syncs transactions from linked bank accounts, shows account balances, and identifies new spending. Trigger when user says "sync my bank", "update transactions", "check balances", or "what's new in my accounts".

Idioma do texto original: inglês

import-transactions

Imports transactions from bank files (CSV, OFX, QIF). Detects the file format and bank automatically, parses transactions, deduplicates against existing data, and inserts new records. Trigger when user says "import", "load transactions", "add bank file",…

Idioma do texto original: inglês

smart-categorize

Categorizes uncategorized transactions using AI, aligned with Plaid's Personal Finance Category (PFC) taxonomy. Processes in batches, allows user review, and learns from corrections. Trigger when user says "categorize", "classify transactions", "what are my…

Idioma do texto original: inglês

spending-review

Performs a comprehensive review of spending for a given period. Summarizes by category, compares to budgets, highlights anomalies, and provides actionable recommendations. Trigger when user says "review my spending", "how did I do this month", "spending…

Idioma do texto original: inglês

year-end-summary

Generates a comprehensive annual financial summary with category breakdowns, month-over-month trends, top merchants, and highlights. Trigger when user asks for "annual summary", "year in review", or "yearly report".

Idioma do texto original: inglês

subscription-audit

Analyzes recurring charges to find subscriptions, calculates total monthly/annual cost, flags services with no recent usage, and recommends cancellations. Trigger when user asks about subscriptions, recurring charges, "what am I paying for monthly", or wants…

Idioma do texto original: inglês