Agentforce · enterprise CRM and service Agents
Configure data, topics and actions in a Salesforce environment for sales and support tasks; enterprise administrators deploy under business permissions.
Editorial use guide
AI resources for finance and accounting
AI resource index and instructions
Start with work that can be checked: categorizing income and expenses, comparing budget with actuals, or locating source evidence for a report. Finance resources may require a client, data-service account or developer setup. Check access rather than treating every resource as a web app. Confirm organizational rules before submitting accounting files, client data or transaction records.
Prepare, choose and finish the task
- Prepare an anonymized sample and field definitions, stating currency, period and treatment of tax, refunds and missing values.
- Choose a resource that matches your data format and runtime, and check data sources, update dates and additional service costs.
- Ask for calculation methods and references to input records. Check totals, sample details and exceptions before the responsible person approves the report.
A task you can try
Using the attached anonymized monthly income and expense table, summarize income, expenses and net totals by the existing categories, then compare budget with actuals. Explain formulas, flag missing values, duplicates and uncategorized entries, and do not infer missing amounts. Produce an exception list for finance review.
Check the output
- Every figure traces to input records or an explicit formula, and subtotals reconcile with totals.
- Units, currency, time period and accounting treatment are explicit, with no silently filled exceptions.
- Qualified staff review generated content before external reporting or business decisions.
Resources and source guidance to compare
Batch document analysis Agent · developer recipe
An ADK developer recipe organizes document reading, summaries and Q&A with a mock API for testing. Real documents require identity, backend and data-permission setup.
Editorial use guide
audit support
Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or exte
Imported source metadata; verify setup at the official source.
close management
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
Imported source metadata; verify setup at the official source.
financial statements
Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, compa
Imported source metadata; verify setup at the official source.
journal entry prep
Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal en
Imported source metadata; verify setup at the official source.
journal entry
Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or
Imported source metadata; verify setup at the official source.
reconciliation
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items
Imported source metadata; verify setup at the official source.
catalyst calendar
Use when building public-equity-investing catalyst calendars. Do not use for full event underwriting; use event-driven-analyzer.
Imported source metadata; verify setup at the official source.
connect recommend
Use this skill when the user asks about Stripe Connect configuration, charge patterns, Dashboard access, or how to get started with Connect, is building a marketplace, platform, multi-vendor store, gig platform, or subscription platform, ne
Imported source metadata; verify setup at the official source.
company tearsheet
Use when creating source-backed public issuer tearsheets. Do not use for private diligence, fund diligence, vendors, or market maps.
Imported source metadata; verify setup at the official source.
stripe apps
Use when building, modifying, or reviewing a Stripe App — or when the user describes something that implies one (e.g. "add a panel to the customer page", "customize my Stripe Dashboard", "react to Stripe events from my app", "connect my ser
Imported source metadata; verify setup at the official source.