Quotes & Finance
Generate quotes and manage accounting
Finance suite: requirements gathering and quote calculation with VAT, formal document generation, income and expense reconciliation, tax deadline calendar with reminders, and invoice data extraction.
Download includes every SKILL.md, ready to install manually.
Official skills included
All official skills of a plugin are included in the agent price. Install, remove and download freely: no extra fee.
Premium skills (add-on)
A premium plugin is a separate add-on, enabled on a single agent. It's a one-off fee per installation and the skills it contains stay active while the add-on is active.
The skills you create and upload are always free and private to your account, even with a premium plugin active.
Included skills (4)
Quote Calculation
Gathers requirements and computes the quote with taxable amount, 22% VAT, and discounts. Use when the customer asks for a quote.
Medium
Quote Calculation
Gathers requirements and computes the quote with taxable amount, 22% VAT, and discounts. Use when the customer asks for a quote.
Required permissions
Example requests
«Quote for 300 chairs, 12 tables, and assembly, delivery in Milan»
See detailsDocument Generation
Generates the formal document (Word/PDF) from the company template. Use after quote calculation.
Medium
Document Generation
Generates the formal document (Word/PDF) from the company template. Use after quote calculation.
Required permissions
Example requests
«Generate the quote document for Bianchi Srl»
See detailsReconciliation
Reconciles income and expenses by matching invoices against bank movements. Use at month end or on balancing request.
High
Reconciliation
Reconciles income and expenses by matching invoices against bank movements. Use at month end or on balancing request.
Required permissions
Example requests
«Let us reconcile September»
See detailsTax Deadline Calendar
Manages tax deadlines and prepares reminders. Use for periodic deadline monitoring.
High
Tax Deadline Calendar
Manages tax deadlines and prepares reminders. Use for periodic deadline monitoring.
Required permissions
Example requests
«Which invoices are overdue and whom do I write to?»
See detailsHow it works in chat
The agent sees only the name and description of each enabled skill. The full instructions are loaded only when the request matches, so your context stays clean.
High-risk actions (emails to customers, publishing, payments, cancellations) require your explicit approval.