Know Your Numbers¶
← Prompt Showcase · value chain: record-to-insight
Bookkeeping through financial clarity — capture, reconcile, close, report, decide.
How this works¶
This area moves work through these stages:
capture → reconcile → close-period → report → decide
You don't run the stages by hand. You just ask — in plain language — and the system routes you to the right tool. There are two kinds:
- Skills — a single capability ("write me social posts", "score this lead").
- Playbooks — a guided, multi-step workflow that chains skills into a whole outcome.
Reach for a skill for one task; reach for a playbook for a whole outcome.
Playbooks — guided workflows for this area¶
| Playbook | When you'd run it |
|---|---|
| Monthly Close | It's month-end and you need to close the books |
| Cash Control Routine | You want a steady routine for staying on top of cash |
| Monthly Business Review | You want the numbers turned into a monthly decision review |
| Cash flow optimization | Cash is tight and you want to free it up |
| Margin improvement | Margins are thin and you want to find the leaks |
→ Browse every workflow in PLAYBOOKS.
Skills by stage¶
| Stage | When you want to… | Ask for… | Skill |
|---|---|---|---|
| Capture | record transactions | log invoices, post a journal entry | invoice-collector · journal-entry-poster |
| Reconcile | match the books | reconcile the bank | bank-reconciliation |
| Close-period | close the period | trial balance, VAT return, run the close | trial-balance-generator · vat-return-preparer · period-close-orchestrator |
| Report | see how it's going | financial summary, statements | financial-reporting · financial-statement-generator |
| Decide | act on it | set a decision cadence | financial-decision-cadence |
→ The full skill catalogue lives in SKILLS.
How to trigger — just say it¶
No commands to memorize. Speak in plain language and the system picks the tool:
- "Reconcile this bank statement against my books." → bank-reconciliation
- "How is the business doing financially? Explain it simply." → financial-reporting
- "Prepare my VAT return for this period." → vat-return-preparer
- "It's month-end — close my books." → the Monthly Close playbook
Skill or playbook?
🟢 Start with single asks (one skill). 🔵 When you want a whole outcome, run a playbook — it sequences many skills for you.