The Vault
Finance & Accounting
435 assets.
Project Budget Builder
Builds a line-item budget for a project or grant.
Quarterly Board Financial Brief
Prepare an executive financial summary for board presentations with key metrics and strategic insights.
QuickBooks Workflow Pack
Common QuickBooks Online tasks — invoicing, reconciliation, reports, classes.
Razorpay
Turn the assistant into your Razorpay dashboard for payments and orders.
Receipt OCR Cleanup Workflow
Cleans OCR receipt data — vendor, date, amount, tax, category extraction.
Recurring Cost Audit
Find and cut wasted recurring spend.
Revenue Recognition Explainer
Understand when and how to recognize revenue correctly.
Revenue Recognition Gross vs Net
Decide whether to record revenue gross or net.
Revenue Recognition Guide
Apply revenue recognition principles (ASC 606 or IFRS 15) to complex transaction scenarios for accurate financial report…
Revenue Recognition Judgment Helper
Guide revenue recognition decisions under IFRS 15/ASC 606, focusing on contract interpretation and performance obligatio…
Revenue Recognition Policy Mapper
Map customer contracts to performance obligations and determine revenue recognition timing.
Rewrite professionally — Accountant (Advanced)
A advanced-level, ready-to-use prompt to rewrite professionally as a Accountant. Fill in topic, audience, tone, length,…
Rewrite professionally — Accountant (Beginner)
A beginner-level, ready-to-use prompt to rewrite professionally as a Accountant. Fill in topic, audience, tone, length,…
Rewrite professionally — Accountant (Intermediate)
A intermediate-level, ready-to-use prompt to rewrite professionally as a Accountant. Fill in topic, audience, tone, leng…
Rillet
Query your live general ledger and financials in plain English.
ROI Calculation Guide
Walks through calculating ROI for a decision with a worked example and common pitfalls. Educational, not financial advic…
ROI Explainer
Explain ROI for a decision.
SaaS Metrics Pack
MRR, ARR, NDR, CAC, LTV, magic number, Rule of 40 — definitions and formulas.
SAFE / Convertible Note Pack
SAFE and convertible note basics — cap, discount, MFN, conversion mechanics.
Scenario Planning
Model financial scenarios.
Scenario Planning Model Guide
Outlines a best/base/worst-case scenario model with the assumptions to vary. Educational, not financial advice.
Segment Reporting Builder
Structure operating segment disclosure using IFRS 8 criteria for complex multi-business entities.
Series A Pitch Deck Workflow
Investor deck structure — problem, solution, traction, market, financials, ask.
Small Business Finance Plan
Create a comprehensive financial plan for a small business including funding strategy, financial projections, and milest…