Skill catalogue

Research accounting standards or compare two standards on a topic.

Get client financial data (raw, summary, variance, cashflow, or profitability view).

Get payroll data — summary, by employee, by period, tax/super obligations.

Draft a client communication — email, letter, memo, or report.

Extract action items, decisions, and a follow-up email draft from a meeting transcript or uploaded recording. Read-only — the user reviews and sends the draft. Pairs with meeting.prep.

Produce a pre-meeting briefing for a client meeting — recent topics, open action items, talking points, suggested questions. Read-only; pairs with meeting.followup for the post-meeting half.

Produce a structured calendar of upcoming filing/compliance deadlines for a client over a window. Covers tax returns, BAS/VAT/GST, payroll/STP/RTI, annual returns, audit requirements, super/pension, and board meetings. Read-only — the user or a workstream cycle acts on each entry separately.

M&A advice — acquisition, merger, asset/share purchase, due diligence framing.

Payroll compliance advice — STP/RTI/SGC, contractor classification, payroll tax.

Get tax advice (income, corporate, CGT, FBT, stamp duty) by jurisdiction.

GST, VAT, sales tax, HST, QST, use-tax advice by jurisdiction.

Cross-border tax advice — transfer pricing, treaties, withholding, PE, CFC, structure.

Advisory — LLM-driven; verify against authoritative sources before relying. Calculate a US federal quarterly estimated tax payment under one of the three IRC §6654/§6655 safe harbor rules (prior-year, annualised, or current-year). Read-only — outputs a worksheet with cumulative-required tracking and underpayment risk flag.

Wealth management advice — investment structures, retirement, asset protection.

Succession planning — family business transition, buy-sell, ownership transfer, governance.

Reconcile bank, AR, AP, intercompany, or other accounts.

Advisory — LLM-driven; verify against authoritative sources before relying. Suggest month-end accruals for a client by scanning the trial balance, variance against prior periods, and recurring patterns. Read-only — produces structured suggestions for review; the user posts via record_journal_entry.

Record an accounting journal entry to Xero/QBO.

Classify a financial transaction to chart-of-accounts code.

Forensic investigation — Benford's Law, ACFE classification, chain-of-custody output.

Forensic asset tracing — funds flow, related-party mapping, ownership trails.

Advisory — LLM-driven; verify against authoritative sources before relying. Review an audit workpaper — completeness, methodology, evidence sufficiency, and standards compliance. Pairs with prepare_audit_workpaper; supports self-check, senior review, partner review, and concurring-partner review tiers.

Test internal controls — design or operating effectiveness, sample selection, exceptions.

Prepare an audit working paper — lead schedules, substantive testing, planning memos, going-concern, debt confirmations, related-party.

(Utility) List accessible clients.

(Utility) Derive canonical period bounds + matching prior-period bounds from a kind discriminator + anchor date. Pure compute — same input always produces identical output. Supports BAS-AU monthly/quarterly/annual today; additional jurisdictions are new ``kind`` values.

(Utility) Surface trial-balance rows that share an ``account_number`` (``code``) with another non-zero-balance row. Zero-balance rows are excluded from the duplicate check — a stale inactive account sharing a code with a real one does NOT poison the real one. Output is the conflict subset with ``conflict_codes`` + ``conflict_count`` added per row.

(Utility) Enrich a trial balance with auto-renumber + classification. Operates on alpha's canonical TB-row dict shape (``{code, name, section, debit, credit}``) and CoA-row dict shape (``{account_id, code, name, type, balance}``). Adds ``classification`` ∈ ``ok|auto_renumbered|dropped|needs_manual_review``, assigns Maginot-style numbers (1xxx Assets / 2xxx Liabilities / ...) to rows missing a code, flags duplicate-code collisions for manual review, drops zero-balance rows. Pure compute — same input always produces identical output. Does NOT re-implement the balance check; that remains inline at the 5 existing sites.

(Utility) Search the knowledge base directly.

(Utility) Approve or reject a workflow item.

Review a document for regulatory compliance gaps.

Review wills, trusts, beneficiaries, control, and tax exposure of an estate plan.

Analyse an uploaded document — summarise, extract figures, classify, risk-assess.

Analyse client financials — variance, trend, ratio, cashflow, profitability, or working capital.

Analyse an investment portfolio — opening/closing reconciliation, FX and fair-value movements, capital gains/losses, and journal generation. Used by Family Investment Company (FIC) analysis (UK), trust accounts, personal SIPP/ISA reviews, and other wealth workstreams across UK, AU, US, CA jurisdictions. Currency-agnostic; the workstream step supplies jurisdiction-specific parameters such as the annual exempt amount.

Propose CCH-Axcess-style tax-line mappings for the rows of a prepared QBO trial balance. Conversational — uses consult_accounting_expert + search_knowledge_base + the firm's tax-group catalog to assign each TB row a tax_code / engagement_tax_code / line_description with confidence + reasoning. Inputs: tb_rows (alpha-canonical from enrich_tb_rows) + tax_group_catalog + entity_type (1065/1120/1120S/1040). Output: 1:1 mapping list + counts + unmapped account_numbers. Does NOT render a CCH file — the deliverable is the source Caseware TB Excel with TaxCodeCode populated, rendered by the existing TB Excel generator downstream.

List the caller's connected accounting systems (Xero today) and their data-sync health — answers 'what am I connected to', 'is my Xero connected', 'did the sync finish'. Returns each connection's tenant name, type, status, last sync time, and per-entity sync_state (written/failed per entity). No parameters.

Prepare a litigation expert report — damages, loss quantification, opinion.

Prepare an ASC 606 revenue-recognition workpaper + memo. Supply either an uploaded contract (file_ids) OR the full contract text as scenario — the engine extracts payment streams, parties, term, and royalty tiers from the text inline. No file upload needed when scenario contains the contract text.

General accounting question — fallback for anything that doesn't fit a specific skill.

Draft a new workstream conversationally — describe a workflow and Archie produces a structured, reviewable workstream draft with typed steps, dependencies, and validation. Legacy slug retained for back-compat; prefer `workstream.draft` for new integrations.

Promote a workstream draft to an active, executable workstream definition. The draft must validate cleanly; the resulting workstream gets a new permakey and becomes runnable via workstream_run.

Draft a new workstream conversationally — describe what you want and Archie produces a structured, reviewable workstream definition with typed steps, dependencies, and validation. Produces unified drafts targeting either inline or containerized execution mode. The canonical drafting entry; the legacy `playbook.creator` slug is retained only for API back-compat.

Prepare an ASC 360 capex memo (PP&E capitalise-vs-expense, depreciation, impairment). Deterministic engine: capitalised cost = sum of GROUNDED cost components; depreciation = depreciable base / useful life; impairment via the recoverability test. An ungrounded capitalisation policy or cost component is FLAGGED for partner input — never printed as a cost.

Prepare an ASC 610-20 gain-on-derecognition memo for the sale of a nonfinancial asset to a non-customer. Deterministic engine: gain = consideration - carrying amount - transaction costs, re-computed from GROUNDED inputs (each a verbatim document quote or an attributed assertion). An ungrounded monetary input (e.g. a GL carrying amount not in the deal docs) is FLAGGED for partner input — never printed as a gain.

Prepare an ASC 842 lessee memo + lease schedules. Deterministic engine: lease liability = present value of the payment vector at the discount rate; ROU asset, operating single-cost / finance amortisation and the maturity ladder all re-computed from GROUNDED inputs. An ungrounded discount rate or payment clause is FLAGGED for partner input — never printed as a measurement.

Prepare a CFO/board pack — KPI dashboard, financial review, forecast, commentary, risks, actions.

Prepare an M&A due-diligence / quality-of-earnings report.

Generate a financial report (TB, P&L, balance sheet, mgmt accounts, or financial statements).

Prepare a financial forecast — multi-scenario, with assumptions register.

Prepare a tax return artifact — income, BAS, IAS, VAT, corporate tax, payroll, or self-assessment.

Prepare trust accounts — distributions, beneficiary statements, capital accounts, income allocation, trustee reporting.

Prepare a business valuation report — DCF, multiples, asset-based, or maintainable earnings.

Archive a Topic (status='archived'). Archiving an already-archived topic is rejected; un-archive via topic_update status='active'.

Ask a question in a Topic conversation and wait (bounded) for the final answer. On timeout the turn keeps running server-side and status=running is returned — poll the conversation.

Create a Topic in the caller's workspace (optionally bound to a client). The topic is stamped created_by_type=archie.

Soft-delete a Topic (status='deleted') and unlink its conversations. The topic drops off every list surface; reversible only by an operator. Deleted is terminal.

Get a Topic by UUID (aggregate counts; optional canvas descriptor with sections/tabs/email_draft).

Link a conversation to a Topic (idempotent on same-topic re-link; a conversation belongs to at most one topic).

List Topics in the caller's workspace (filter by status/type/search, paginated).

Read a Topic conversation's messages (user + assistant turns, chronological, paginated) — the pick-it-up-anywhere reader: poll a running topic_ask for its answer, or read turns that happened on the web. Never creates a conversation.

Post a message into a Topic conversation and dispatch the turn (fire-and-return: poll the conversation for the answer). Auto-creates and links a conversation when the topic has none.

Update a Topic's metadata — rename (name), retitle, set type / theme_color / status / description / icon, or rebind client_id. Only the provided fields change. Set status='active' to unarchive; soft-deleted topics are terminal (answer not-found).

Advance a paused or awaiting-approval workstream run — approve a task, skip a step, pause, or resume. This is the supervisory surface; for starting a new run use workstream_run, for cancelling use workstream_cancel.

Cancel a running workstream run. The run terminates; you'll need to start a fresh one if you want to retry. Reason is recorded to the audit trail and shown in Studio.

Delete a workstream — a guarded soft-delete (status='deleted'); it disappears from listings but the row is retained. REFUSES if the workstream has any non-terminal (running/paused/queued) cycle, and requires an explicit confirm=true. In-flight cycles are unaffected.

Describe a workstream by id, slug, or permakey. Returns the full definition: metadata, execution_mode, declared inputs, and step count. The adapter resolves the literal across both inline and containerized execution modes.

Duplicate a workstream — create a copy of its definition with a new name (defaults to 'Copy of <original>'), reset to version 1 in draft status. The original is unchanged.

List workstreams visible to the caller. Filter by scope (plan / user / team / firm / gallery) and lifecycle status. Returns summary rows including execution_mode so callers can distinguish inline (Temporal-native, declarative) from container (Fly.io, agentic) workstreams.

Start a workstream run against the supplied client / period / runtime variables. Returns a run_id you can poll with workstream_status, events_url for live SSE progress, and detail_url to open the run in Workstream Studio. The query_id in the output is the join key for Slack→Studio deep-links.

Get the current status of a workstream run — overall lifecycle state plus current/next step pointers and progress percentage. For live progress streaming, use the events_url returned by workstream_run instead.

Update a workstream's metadata — rename (name) or change its description. Only provided fields change. Operates on the workstream definition; in-flight cycles run off a snapshot and are not affected.