Found

accountant-packet

Put together a quarter-end or year-end package from the user's Found books for their accountant or bookkeeper, including profit and loss, a categorized ledger, open items, and balances. Use when the user is preparing for tax season, year-end, a quarterly review, a meeting with their accountant or CPA, a loan application, or asks for "everything my accountant needs".

cash-snapshot

Summarize balances across the user's Found businesses and accounts. Use when the user asks how much money they have, what their balance is, how much is in a specific pocket or account, what is pending, or wants a quick cash overview.

export-transactions

Export the user's Found transactions for a date range to a spreadsheet or CSV. Use when the user asks to export, download, pull, or dump transactions, get a transaction history, or build a ledger for a month, quarter, or year.

find-transactions

Find specific transactions or answer spending questions in the user's Found account. Use when the user asks about a particular charge, payment, deposit, or vendor ("what was that $400 charge", "did the client pay me", "how much did we spend at Amazon", "what did I pay for software last quarter").

getting-started

Show what the assistant can do with the user's Found account and suggest useful next steps based on their data. Use when the user has just connected Found, asks what Found can do here, asks how to use Found in this chat, or asks for ideas about managing their business finances with Found.

month-end-close

Review a month of the user's Found bookkeeping and produce a checklist of what to fix before the books are closed. Use when the user wants to close the month, clean up their books, catch up on bookkeeping, find uncategorized transactions or missing receipts, or get ready for their accountant.

profit-loss-and-taxes

Summarize the user's profit and loss from their Found books and help them think about how much to set aside for taxes. Use when the user asks about profit, income, expenses, margins, top spending categories, how the business is doing, month-over-month or year-over-year trends, or how much to save for taxes or quarterly estimated taxes.

reconcile

Reconcile the user's Found accounts for a period by checking the books against the bank activity, rolling balances forward, and matching Stripe payouts to deposits. Use when the user asks to reconcile, balance the books, check that numbers match, figure out why a balance looks wrong, or match payouts or deposits.

unpaid-invoices

Review the user's unpaid and overdue Found invoices, age them, and draft follow-up messages to clients. Use when the user asks who owes them money, which invoices are unpaid or overdue, about accounts receivable, whether a client has paid, or wants help chasing late payments.