Gridman Finance Agent
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About this skill
Problem
Finance and tax work usually combines standards, rates, workpapers, spreadsheets, external lookup, and cross-domain judgment. A generic assistant can treat a tool result as a professional conclusion, or miss deadlines on regulatory validity, sensitive data, and reconciliation checks. Gridman handles audit, finance, tax, investment banking, reporting, and standards questions by separating knowledge routing, capability discovery, and execution review.
How It Works
- Routing first: It identifies whether a task belongs to audit, tax, accounting, investment banking, or internal control, then loads
references/knowledge/orreferences/workflows/instead of relying on memory. - Host capability adaptation: It checks host-native tools, host MCP, and local CLIs in sequence, validating permissions, parameters, and outputs for
web.fetch,spreadsheet.read, andfilesystem.write. - Execution and review: Light questions are answered directly; external actions follow a workflow, writes are confirmed first, and results are checked for finance and tax consistency before delivery.
- Constraints: It avoids fabricating document numbers and rates, does not claim reconciliation passes, admits uncertainty in major judgments, and reminds users to sanitize sensitive files.
Limits
Use it for workpaper review, aging analysis, rate screening, due-diligence organization, standards Q&A, and structured analysis. It is not formal audit opinion, tax advice, or legal advice. Regulatory facts must be verified against official sources, and the agent falls back to a core mode when extended knowledge files are missing.
Use Cases
- Auditors preparing receivables aging analysis can request fields, formulas, checklists, and workpaper discrepancy review.
- Tax specialists evaluating VAT deemed sales can ask for applicable treatment, source checkpoints, and items needing verification.
- IB analysts reviewing IPO financial due diligence can map the business chain, valuation inputs, and reporting red flags.
- Internal auditors applying CAS 14 can break down the five-step revenue recognition model and flag points to verify against standards.
Best For
- Audit assistants who need to organize workpapers, aging tables, and bank reconciliation with discrepancy flags.
- Tax advisors who need to screen rates, filing treatment, and audit-response points while marking official verification items.
- Financial analysts who need to identify reporting anomalies and reconciliation issues in DCF, comparable, or LBO work.
- Internal audit professionals who need to turn standards application, control points, and ESG disclosure risks into structured checks.
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