Prepare quarterly tax estimates and 1099 lists for your accountant

Overview

Use cases

• Tax preparation
• Bookkeeping

Alternatives

• Find grants and RFPs worth bidding on and draft the responseAnthropic's grant-rfp-writer skill helps nonprofits, schools and government contractors find grant and solicitation opportunities they qualify for, including by filtering daily feeds such as SAM.gov or DIBBS. It makes a strict go/no-go decision before any writing starts, checks the compliance requirements, then writes the application using earlier submissions and actual program figures. Submitting needs the owner's approval, and afterwards it tracks deadlines and reporting duties. It works with Google Drive or Microsoft 365, optionally with DocuSign and a calendar, or from uploaded files and web research.Business automationAnthropicKnowledge work plugins
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• Turn a pile of bills into coded entries and a payment run you approveAnthropic's ap-processor skill, from its small-business plugin, takes bills and supplier statements from an accounts-payable inbox, PDFs or phone photos and extracts the supplier, total, due date and individual lines. It assigns each bill to an account and job, compares it with the matching PO and receiving record, and shows you the overall picture first. It then stages entries in NetSuite, Xero or QuickBooks and proposes which bills to pay, each needing its own yes. It works on your books and payments, so each entry and payment needs your approval.Business automationAccounts payableSmall business
• Plan restocking from real sell-throughAnthropic's inventory-planner skill, from its small-business plugin, takes sales history and stock levels from a CSV or from Shopify, Square or NetSuite and works out how fast each item sells over 7 and 28 days. It estimates a cautious date each item will run out, sets an order quantity to cover 60 days, and drafts POs plus emails to suppliers. It also lists overstock and items that are not selling, and applies seasonality only when the history supports it. Nothing is ordered and no supplier is emailed without your approval.Business automationInventorySmall business
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