Outreach Maestro

Statement Maestro

Builds the three primary financial statements from a trial balance: income statement and balance sheet (fully computed, China-GAAP account-code mapping) plus an indirect-method cash-flow skeleton, with assets = liabilities + equity tie-out and review next-best-actions (actions.json).

Credential Compass

End-to-end privacy audit -- input password list CSV + email accounts, output Excel with weak/reused password detection, password strength scores, and breach-checklist email templates per service.

Sales Scribe

Sales generate copilot across 12 objects (mode x top_n; LLM-orchestrated structured result). (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)

Chart Magic

26+ chart types with intelligent selection. Supports NLP/CHATBI mode (upload Excel/CSV + ask a question → auto-generate chart) and Direct mode (structured JSON data → chart). Generates chart images via JavaScript.

Workpaper Auditor

Compare a ROMM risk matrix against audit workpapers and generate a structured difference report (risk and control gaps). Supports PCAOB and EMS-Link report formats. Input a source folder (workpapers + romm.xlsx) and an output folder; get an audit-ready report. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)

Account Planner

Generate a strategic account plan: whitespace, relationships, risks, actions. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)