welgo-cfo-plugin

Reviews bookkeeper queue items with financial discipline. Use when a QBO categorization is ambiguous, when a vendor expense doesn't fit a standard category, or when Angela needs a second opinion before Approving or Overriding. Returns a recommended action with reasoning, not a final decision.

Angela's morning briefing for the bookkeeper role. Pulls today's flagged QBO transactions, overdue review items from the prior day, and any escalation Ed sent overnight. Triggers on /bookkeeper-morning, "morning briefing", "what's on my plate", or auto-fires once per day at first session start. Use when Angela starts her day or returns from a break of more than 4 hours.

Review and categorize flagged QuickBooks Online transactions in the Welgo Brain bookkeeper queue. Triggers on /qbo-categorize, "review queue", "categorize transactions", "flagged QBO", "bookkeeper queue", or auto-fires when Angela's session starts and queue has 5+ items. Use when Angela needs to clear the daily bookkeeper review queue with one of three actions per transaction. Even if Angela casually asks "anything in the queue", invoke this skill first.

1 hook across 1 event