Finances
Finances personals, pressupostos i eines financeres
tekion-cashier-other-payment-error
joecastelino
Diagnose a Tekion Cashiering failure — either the generic "error something went wrong" on an "Other" payment to a GL account, OR a greyed-out Collect Payment button / insurance-split payment error. Read-only diagnostic playbook — covers the Control type-ahead trap, open-job blockers, CVSC/contract payers, GL controlField config, and the Split-Type-change-un-invoices-the-RO trap. Use when a store says "I can't cashier this RO", "payment error on the insurance split", or "Other close to <GL> errors out".
tekion-notification-settings-audit
joecastelino
Definitively answer "where did notification X go / does notification Y exist / who gets notified when Z happens" in Tekion. Dumps the COMPLETE list of user notification event types (all modules) from the internal notification-preference API instead of scrolling the giant Profile Settings table, then maps the request to the right config surface (per-user Profile Settings vs Service Settings vs Dispatch vs Scheduling vs Parts Settings). Load for any "I can't find the setting that notifies ..." ticket.
inbound-lead-qualifier
gked2121
Analyze inbound leads (form fills, demo requests) and score based on ICP fit, intent, and urgency. Auto-generates qualification questions, routes to right rep, and suggests personalized first touch. Use for qualifying and routing inbound leads at scale.
tekion-parts-ordering-receiving
joecastelino
Order parts (purchase orders), handle Special Order Requests (SOR/SOP), and receive parts in Tekion's Parts module. Covers the 8 PO types, the SOR→special-order-PO flow, Parts Receiving app (web + mobile scan-gun), Manual Receipts, float/cross-ship/backorder handling, and all statuses. Load for any "how do I order/receive a part" or SOR troubleshooting task in Tekion.
tekion-parts-so-gl-account-routing
joecastelino
Diagnose "this parts Sales Order / counter sale is hitting the WRONG GL account" (e.g. a Wholesale SO posting to a retail parts sales account). Covers the GLAM Fixed Operations > Part & Accessories > Parts-Counter mapping table, its 6 keying dimensions, the customer.taxable snapshot-vs-master trap, the 2026-08-19 store-wide NO-TAX code rollout that flipped every wholesale order to taxable, date-window bisection (search pagination is silently ignored), and the internal API endpoints to pull a full SO for evidence. Use for any "why did SO X go to retail instead of wholesale" or "where did the taxable status change" question.
tekion-internal-cost-center-gl-routing
joecastelino
Answer "which GL account does this internal RO cost center post to / can I change it / can I use account X as the hold instead" for Tekion. Covers Setup Fields → Cost Center Setup, GL Account Transaction Mapping → Fixed Operations → Services-Internal, and how to read the Chart of Accounts control type + sub-type before recommending an account swap. Use for PDI / We-Owe / Policy / Safecat / rental internal-pay routing questions.
tekion-journal-entry-error-diagnosis
joecastelino
Diagnose Tekion Accounting Journal Entries stuck in ERROR status (auto-posting JEs that failed to post). Covers the JE list/detail URLs, reading GL posting lines out of the DOM, finding the blank/unmapped GL account, and tracing the root cause back to a missing row in GL Account Transaction Mapping. Use for "look at journal entries", "JEs in error", "auto posting failed", "GL account blank on journal entry".
financial-document-parser
gked2121
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.
organize-gdrive-inbox
brucehart
"Organize /mnt/g/My Drive/Inbox/To File by classifying, renaming, moving to Personal/* destinations, and producing required logs (including an HSA table)."
tekion-parts-sales-orders
joecastelino
Tekion Parts Sales Orders (counter sales) + Parts RO Sales (parts on repair orders) + the full parts PRICING system (hierarchy, price codes, price breaks/formulas, matrices, defaults). Covers /parts/sales-order, P&A vs Fulfillment, cores, prepaid parts, core returns (CM credit memos), and the 5-tier pricing hierarchy where manual override is "king of kings." Load for counter-sale, parts-on-RO, or parts-pricing questions.
budget-optimizer
gked2121
Analyze spending patterns and find savings. 50/30/20 rule, subscription audit, debt payoff strategies, emergency fund roadmap.
paper-hardening
trimcrae
Review a research manuscript or verify a repair against its evidence, with a finite scope and a concrete submission decision.
comps-analysis
magnetoid
Build comparable company analysis in Excel — operating metrics, valuation multiples, statistical benchmarking vs peer sets. Pairs with excel-author. Use for public-company valuation, IPO pricing, sector benchmarking, or outlier detection.
consensus
AlphaMoeMoe
Find stocks with consensus sentiment across multiple finance YouTubers. Use when looking for stocks that multiple bloggers agree on (bullish or bearish).
Bookkeeping Categorizer
Eli-yu-first
"Categorizes financial transactions using chart of accounts with machine learning-based suggestions"
journey-campaign
srobroek
"Use when running journey or issue-driven validation at fleet scale: fan out validators, fix defects, and re-validate until green."
financial-modeling-maestro
famaoai-creator
Output file path
lbo-model
magnetoid
Build leveraged buyout models in Excel — sources & uses, debt schedule, cash sweep, exit multiple, IRR/MOIC sensitivity. Pairs with excel-author. Use for PE screening, sponsor-case valuation, or illustrative LBO in a pitch.
business-impact-analyzer
famaoai-creator
Translates engineering metrics (DORA, error rates, technical debt) into business KPIs and financial impact. Helps justify technical investments to stakeholders.
3-statement-model
magnetoid
Build fully-integrated 3-statement models (IS, BS, CF) in Excel with working capital schedules, D&A roll-forwards, debt schedule, and the plugs that make cash and retained earnings tie. Pairs with excel-author.
ns-writing-for-humans
noahdgrant
Cut AI tells and write plain prose people read. Use when writing or editing docs, READMEs, PR and issue text, commit bodies, emails, or messages.
SakJules-SakKing-b2b-saas-voc-feedback-loop-2026
beer-sakthai
">- A complete operational playbook for B2B SaaS companies to build, deploy, and scale a Voice of Customer (VoC) program with continuous AI-driven feedback loops in 2026. Covers program charter, source diversification, AI conversation layer, c"
worktree-multiagent
ayeo-io
Creating, isolating and integrating parallel subtasks in git worktrees. Load at a multiagent breakdown.
research
alternative-intelligence-cp
Find and record an up-to-date fact about the world outside the compiler tree — a standard's current edition, a release number, a known defect in prior art, current guidance — and return it as a dated, sourced digest. Use when a plan pins an external version, when a worker meets a question the specifications do not answer, when a library is security-sensitive, and at every audit.