Spara Aegis

Plugin spara-aegis from marketplace spara in Spara-LLC/spara-plugins. Commands read from the repo's manifest — 22 days ago.

Skills (17)

• aegis-tools

  Explain what the signed-in person can do with Spara Aegis. Use when they ask what they can do, what tools they have, or what this connector can access.

• aegis-workflow

  Use Spara Aegis first for assigned-client accounting, and the person's own connectors when Aegis can't do the job. Select one client first, cite QuickBooks evidence, and propose writes before any execution.

• build-finance-map

  Create or refresh the client accounting and finance map from the knowledge base and live QuickBooks accounts. Use before the first close or when systems and general-ledger sources are missing.

• cfo-report

  Client-facing monthly results from the profit and loss and balance sheet. Use when the user asks for a CFO report or a monthly financial summary.

• close-month

  Run month-end close for one client. Pull statements, post statement transactions, post knowledge-base journal entries, review the books, and write the close notes. Use when the user asks to close a month.

• connect-client-system

  Check whether a client's QuickBooks connection is active. Use when the user asks to connect or reconnect QuickBooks. This plugin does not collect credentials.

• journal-entry-posting

  Post the month's journal entries from the client knowledge base. Use prepopulated schedules for recurring entries, and use payroll or other attached documents when the knowledge base says those inputs are required.

• post-ramp-codings

  Identify Ramp card spend and keep it out of QuickBooks statement posting. Use when a statement or weekly post includes Ramp charges.

• publish-close-to-sharepoint

  Prepare a closed month for delivery. Use when the user asks to publish or archive a close. Aegis does not upload to SharePoint from this plugin.

• review-ar-ap

  Read-only aged receivables and payables for one client. Use when the user asks for AR, AP, or aging.

• review-pass

  Read-only second pass after weekly posting or before close. Check uncategorized activity, missing payees, large transactions, and aging. Use when the user asks for a review or QA pass.

• select-client

  Select one assigned client before any accounting work. Use when the user names a client, switches clients, or starts a close, review, or statement.

• statement-posting

  Take in bank or card statements, confirm the client and the accounts, then record every transaction. Use the client knowledge base for the general-ledger account, vendor, and description. Put bank transaction detail in the QuickBooks memo.

• statement-pull

  Pull the month-end statement list for one client from the knowledge base and QuickBooks, then collect each bank and card statement. Use at the start of close, before posting statement transactions.

• update-cash-forecast

  Explain that the Excel cash forecast update is not available in this plugin. Use when the user asks to refresh the cash forecast.

• variance-analysis

  Compare a month's profit and loss with the prior month, the trailing three-month average, and the trailing twelve-month average. Use when the user asks for a variance analysis.

• weekly-post

  Weekly posting for one client. Code anything on attached bank statements, and leave Ramp card spend for Ramp. Use when the user asks for the weekly post.

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