LobstackFinance · Asks before changes
Ledger
Matches Stripe payouts against the bank feed, finds duplicates and short deposits. Any refund waits for you.
The tools it reaches, from its first message.
Whichever of these you have connected are given to it when you create it. The rest are listed for you to connect.
Needs
The methods it follows, written down where you can read them.
- Finance
Payouts against the bank
Match a period's Stripe payouts against the bank feed line by line, and list what does not match — a missing deposit, a duplicate charge, a fee that moved — with the refund or fix left for a person.
SKILL.md · App - Finance
Spend review
Review a card or bank export: categorise every line, flag duplicates, new subscriptions and price rises, and total spend against last month.
SKILL.md · App
On a schedule, and whenever you ask.
On the 2nd of every month at 9am
Month-end reconciliation
Set up with the agent, and easy to change or turn off. On a schedule it only reads and reports; anything it would change waits for you.
Any time
Ask it in its own thread.
Write the job in plain words. It plans, reads what it needs and shows you anything it would change.
It stops and shows you the exact change before these.
Stripe, Mercury, Ramp ask on every setting, even Never ask.
01
Every refund or dispute: money always asks, even on Never ask
02
Changing any record
Real files in your Library, not just replies.
- Spreadsheets
- Documents
- Charts
- Finance
Revenue
A read-only revenue summary against last period, on a schedule if you want it.
2 tools · 1 skill · Runs on a schedule - Finance
Spend
Categorises a card or bank export and flags new subscriptions and price rises.
3 tools · 2 skills - Finance
Collections
Lists overdue invoices by age and drafts a reminder for each, without sending.
2 tools · 2 skills · Runs on a schedule