Meet the Authors
Starting a career in financial services means drowning in acronyms e.g SMCR, ICAAP, MiFID II, Basel 3.1, but with no one to ask what they actually mean. FS Jargon Decoder fixes that. It's a free, no-login web tool that gives plain-English explanations of the...
Takes a spreadsheet or table of investment holdings (ticker, quantity, cost basis, current price) and generates a full performance report: total return, position-level gain/loss, allocation breakdown by sector and asset class, and concentration risk flags.
Extracts structured data from invoices including; vendor details, line items, totals, tax, and payment terms. It outputs it as a summary, CSV, or journal entry. Automatically flags issues such as missing invoice numbers, math errors, and duplicate invoices.
Performs structured financial analysis on uploaded or pasted statements, P&L, balance sheet, or cash flow. Calculates profitability, liquidity, leverage, and efficiency ratios, identifies trends across periods, and flags anomalies like negative operating cash flow...
Researches and summarizes current regulatory developments across financial services, accounting standards, and corporate governance, including SEC, FASB, IASB, Fed, PCAOB, IRS, OECD Pillar Two, ESG disclosure, and crypto regulation. Uses current information from...
Install this skill and you can ask Cowork to show you a live UK mortgage rate dashboard — seeded with current data from Moneyfacts, Uswitch, and the Bank of England, and built as a persistent panel you can reopen and refresh any time.
Last month, Fortune asked a question that should make every finance leader pause: "What do you do when your AI agent hallucinates with your money?" They weren't talking about bad forecasting. They were talking about agentic AI (systems given actual authority to...