Financial Intelligent Assistant
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About this skill
Problem
When handling personal or team finance work, several tasks are usually scattered: invoices need field extraction and duplicate checks, reports need ratio and ROE analysis, tax items need latest rules, and bookkeeping needs natural-language categorization. The Financial Intelligent Assistant structures these operations into modules triggered by short commands.
Capabilities and workflow
- Invoice processing: supports general VAT, special VAT, and e-invoices; extracts invoice code, number, date, amount, and tax; checks title, taxpayer ID, and duplicate reimbursement; groups by travel, entertainment, transport, etc.; exports Excel.
- Report analysis: recognizes balance sheet, income statement, and cash flow statement; calculates profitability, solvency, operating, and cash-flow metrics; decomposes
ROEwith DuPont analysis; produces concise and detailed reports. - Tax and bookkeeping:
/个税,/社保cover special deductions, year-end bonus separate/combined tax, and severance;/记账turns plain text into accounts, budget progress, and monthly analysis. - Collaboration and data: team mode supports finance manager, accountant, cashier, and staff roles, with permissions, approvals, budget changes, and Feishu Docs sharing;
/OCRreads invoice images;/预算tracks execution and alerts.
Boundaries
The skill notes that financial data is processed in-session, invoice images are used only for that recognition, and personal/team data are isolated. Tax outputs are references only; official filings follow tax authorities and current regulations.
Use Cases
- Recognize a batch of VAT invoice screenshots to verify title, tax ID, and amounts, check duplicates, then group by travel, entertainment, and office costs to export a reimbursement sheet.
- Analyze the quarterly balance sheet, income statement, and cash flow statement together, decompose ROE with the DuPont model, and flag risks and conclusions.
- Calculate take-home pay using the latest 7-tier progressive rates and special deductions, then compare separate versus combined taxation for the year-end bonus.
- Route team reimbursement and budget-adjustment approvals by role—finance manager, accountant, cashier, and staff—while triggering alerts when budgets are overspent.
Best For
- Finance staff who review large batches of travel and office invoices each month and check for duplicate reimbursements
- Analysts who break the three statements into ROE and risk findings and write concise reports for management
- HR and payroll staff who calculate take-home pay, year-end bonuses, and severance and must explain the working
- Finance managers who set role-based permissions, run reimbursement and payment approvals, and manage team budgets
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