Agent skill
AppFolio Reference Architecture
Reference architecture for AppFolio property management integration.
ClaudeReal Estate
jeremylongshore2,897
Agent skills
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QuickBooks Online Invoice Reconciliation Agent
Connects to the QuickBooks Online Accounting API using OAuth 2.0 via the intuit-oauth Node.js SDK to fetch unpaid invoices and match them against bank transaction records. Discrepancies are flagged and a reconciliation report is generated as a PDF using PDFKit, then emailed via SendGrid.
ClaudeFinance & Accounting
agentskillexchange61
Agent skill
close-month
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
OpenClawFinance & Accounting
anthropics34,636
Apache-2.0View resource
Agent skill
Cash Flow Snapshot
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the us...
OpenClawFinance & Accounting
anthropics34,636
Apache-2.0View resource
Agent skill
Plan Payroll
Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments.
OpenClawFinance & Accounting
anthropics34,636
Apache-2.0View resource
Agent skill
Month End Prep
Walks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the...
ClaudeFinance & Accounting
anthropics34,636
Apache-2.0View resource
Agent skill
tax-prep
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
OpenClawFinance & Accounting
anthropics34,636
Apache-2.0View resource
Agent skill
Tax Season Organizer
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly paym...
OpenClawFinance & Accounting
anthropics34,636
Apache-2.0View resource
Agent skill
Billing Automation
Automated billing systems for SaaS subscription management, invoicing, and payment recovery. Use when implementing recurring billing, automating invoice generation, or handling failed payment dunning. Covers proration calculations, billing cycle management, usage-based billing, and tax compliance...
ClaudeCodexOpenClawFinance & Accounting
David-Li04063
Apache-2.0View resource
Agent skill
Billing Automation
Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.
OpenClawFinance & Accounting
Dicklesworthstone1,960
Agent skill
Billing Automation
Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.
OpenClawFinance & Accounting
Dokhacgiakhoa511
Agent skill
QuickBooks
QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).
OpenClawFinance & Accounting
dvcrn33
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