Vera

concordato-plan-review

Use when reviewing an Italian concordato preventivo across procedure, proposal, plan, attestation, creditors, treatment, liquidity, evidence consistency, and open issues.

datev-invoice-start

Avviare o riprendere una prova reale delle fatture passive in DATEV nativo Windows con la procedura ECONS già nota, controllo nativo dell'host quando disponibile, progressi locali, report per cliente e richiesta di adattamento revisionabile.

dati-fiscali-strutturati

Use when extracting or reviewing structured fiscal fields from readable Italy, Geneva, Zurich, or UK customer-folder documents.

email-cliente

Use when drafting a client email from first-intake missing documents and clarifications for an accounting studio, keeping the message operational.

esg-reporting-assurance

Organize one ESG engagement's evidence, versions and professional decisions in Studio Archive; export partial foundation drafts, without claiming complete ESG reporting or assurance.

fatture-xml-check

Use when checking Italian FatturaPA XML files in a customer folder, summarizing invoice metadata, and identifying malformed XML, date issues, or duplicate candidates.

financial-analysis

Use when preparing controlled historical accounting analysis or fixed financial due-diligence calculations under Vera's accounting controls.

financial-report-builder

Use when inspecting financial Excel, CSV, or text-PDF inputs, mapping tables to report sections, refining the narrative, and producing reviewable Markdown, DOCX, or JSON.

fusione-guidata

Prepare P1 domestic OIC incorporation workpapers for independent or directly wholly owned companies, with verified archive evidence, exact exchange allocations, accounting bridges, event calendars and reviewed dossiers. Later branches remain unsupported.

invoice-xml

Prepare ordinary FatturaPA XML from invoice PDFs, photos or confirmed data, retaining source evidence and professional approval before export, including reviewed foreign TD17, TD18 and TD19.

journal-bank-reconciliation

Use when reconciling bank statements with journal or ledger exports, mapping customer formats, matching exact amounts, dates, and references, and producing reviewable outputs.

journal-sampling

Use when qualifying accounting journal entries from reviewed CSV or Excel sources, normalizing exact monetary rows, and generating reproducible audit samples with diagnostics.

learn-with-vera

Teach only this installation's supported Vera workflows through a native voice conversation and a parallel working chat that runs real examples. Use for first onboarding, demonstrations, guided practice, discovering what Vera can do, revisiting an example, or applying it to user-selected files. Starts in desktop Codex; Claude Cowork is outside this feature.

legal-tax-answer-planner

Use automatically before Vera answers any accepted substantive legal, tax, or compliance question or prepares source-backed professional drafting that needs an answer contract and generation instructions for direct Codex work or a ChatGPT Deep Research handoff. The user never needs to request prompt optimization. Do not use this skill as a substitute for a missing operational return, declaration, filing, or form workflow.

legal-tax-answer-review

Use automatically before Vera delivers any generated or supplied legal, tax, or compliance answer—including a research report, memo, or one-page letter—against its answer contract and available sources, with source support, reasoning, and professional judgment separated. Do not use this skill to imply operational completeness for a return, declaration, filing, or form that lacks a dedicated workflow.

management-control-pack

Use when Vera must prepare one connectorless management-control pack from reviewed accounting, Budget, remaining-month Forecast, open-item, bank, and sales exports.

new-client

Use when a studio starts work on a new client: prepare files, identify missing evidence, and build a source-bound setup covering identity, engagement, privacy, AML, and monitoring.

open-item-reconciliation

Use when a reported open-item population must be tested at a cut-off against ledgers, statements, payments, factoring, advances, or compensation to determine which items are closed, partly closed, or still open. For direct bank-statement-to-journal matching, use journal-bank-reconciliation.

patent-box-review

Prepare software, patent and design evidence, reviewed ledger costs and control proposals; export draft Word/PDF dossiers and verify signed professional reviews. Real calculations require current reviewed sources and configured firm authorization; professional acceptance remains pending.

presenza-digitale-studio

Use when Vera must refresh an existing professional-studio website or create a first informational website from verified studio materials, with responsive implementation, reviewable preview, validation, and approval-bound publication.

previdenza-inps

Use when Vera must review an Italian INPS social-security case from connected documents or official exports, validate sources and arithmetic, and prepare a professional-review draft.

privacy-surface-review

Use when adding, changing, reviewing, or releasing a Vera workflow or shared service to record model-context, provider-account, external-data, and security boundaries before packaging.

purchase-invoice-review

Use when Vera must audit a population of passive FatturaPA invoices against actual booked accounting entries and surface only deterministic or native Codex semantic exceptions for professional review.

quesito-legale-fiscale

Use when Vera receives a substantive legal, tax, or compliance question, analysis request, or source-backed professional drafting request and must take it through one complete question-to-reviewed-answer journey. Do not use for returns, declarations, filings, or forms whose correctness requires a dedicated operational workflow.

registro-imprese-sari

Use when Vera must prepare a Registro Imprese, REA, Comunicazione Unica, or DIRE practice from official guidance, keeping linked authority checks distinct for professional review.

sales-plan

Use when creating a forward-looking sales Plan from reviewed Actuals and confirmed commercial or FX assumptions.

studio-archive

Use when Vera must create or resume a durable client engagement, import a source, journal, or support file, search one client's callable Gmail connector, inspect a capability-gated WhatsApp Desktop chat, or search connected studio documents without mixing clients.

trasformazione

Prepare and review a synthetic company-transformation prototype with local evidence, exact calculations and versioned decisions. Only for a requested synthetic demonstration or development prototype, not a real client mandate.

treasury-forecast

Prepare and maintain a reviewed EUR or CHF treasury forecast from supported accounting and bank tables, retaining assumptions and explaining changes between updates.

variance-analysis

Use when Vera must compare Actual, Budget, Forecast, or prior-period accounting performance, calculate controlled value or price-volume-mix variances, and produce reviewable variance plots and workpapers.

vera

Use whenever Vera is explicitly invoked, including through @vera, for professional accounting-studio work, and to show or reopen the privacy report of a Vera run. Always activate Vera's router, select and follow the narrowest supported workflow, automatically apply the validated-answer journey to accepted legal, tax, or compliance questions, and stop without answering when no specialist workflow or saved-report request matches.

vouching

Use when comparing qualified Journal Sampling entries with FatturaPA XML or supporting PDFs, running exact evidence checks, and producing lineage-bound review outputs.