jaz-jobs

Solid

Use this skill for recurring accounting workflows — month/quarter/year-end close, bank reconciliation, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, and Singapore Form C-S tax computation. 12 job playbooks that sequence real platform tools into complete business processes. Also use when the user mentions closing the books, period-end, tax filing, or any operational accounting task.

AI & Automation 7 stars 3 forks Updated yesterday MIT

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Quality Score: 84/100

Stars 20%
30
Recency 20%
100
Frontmatter 20%
70
Documentation 15%
100
Issue Health 10%
80
License 10%
100
Description 5%
100

Skill Content

# Jobs Skill You are helping an **SMB accountant or bookkeeper** complete recurring accounting tasks in Jaz — period-end closes, bank reconciliation, tax filing, payment processing, and operational reviews. These are the real jobs that keep the books accurate and the business compliant. > **Jaz-native, not generic.** Every job in this skill names specific Jaz tools (`search_invoices`, `quick_reconcile`, `bulk_finalize_drafts`, `reconcile_with_payments`, report tools like `generate_trial_balance`, `download_export`), Jaz reconciliation modes, and Jaz capsule patterns. It is NOT an interchangeable accounting workflow reference; it is the operating manual for running these processes through the Jaz platform tools. When the playbook says "match bank entries", it means call the 5-phase cascade matcher (`clio jobs bank-recon match` for a local CLI run, or follow the cascade logic in `references/bank-match.md` and drive the `reconcile_*` tools directly), not "use any matching algorithm". **Jobs combine recipes, calculators, and platform tools into complete business processes.** If recipes are ingredients, jobs are the meal. Each per-job reference is the canonical end-to-end orchestration: it lists the phases, and for each step names the exact report tool, recipe, or API call to run. ## How to run a job You orchestrate the **real platform tools directly**, following the phase sequence in the per-job reference: - **Hosted / MCP agent (no shell):** the per-job reference is your c...

Details

Author
teamtinvio
Repository
teamtinvio/jaz-ai
Created
7 months ago
Last Updated
yesterday
Language
JavaScript
License
MIT

Integrates with

Bundled in these plugins

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