Paywhere
Official@paywhereb
Offers financial reconciliation, CRM maintenance, and business intelligence reporting for small-to-medium enterprises using QuickBooks, HubSpot, and TeamCity data.
Agent Skills by Paywhere
Showing 37 vetted skills indexed across 1 GitHub repositories.
tc-reconcile
Reconciles TeamCity UI-generated .kts patches into settings.kts DSL files and validates with mvn teamcity-configs:generate.
pr-to-production
Create a Linear release ticket and GitHub pull request merging the default branch into production.
squash
Squash all branch commits into one via interactive git rebase.
prune-merged-branches
Prune local git branches verified as merged via GitHub PR head SHAs.
pull-latest
Checkout the default branch and pull latest commits from origin.
safe-deps
Classify outdated npm packages as SAFE or RISKY from lockfile semver deltas.
contract-review
Review contracts for non-standard risks and missing protections.
monday-brief
Generate a one-page Monday briefing summarizing cash, revenue, pipeline, commitments, watch-list items, and top actions.
sales-brief
Generate a 2-week content brief from QuickBooks sales performance data.
smb-onboard
Guide SMB owners through connecting two tools and capturing business context.
smb-router
Route small business owner requests to matching Paywhere SMB plugin commands.
month-heads-up
Forecast 30- or 60-day cash flow from Paywhere and QuickBooks balances.
friday-brief
Generate a Friday end-of-week business briefing from QuickBooks, Paywhere, and HubSpot data.
tax-season-organizer
Generate CPA-ready quarterly tax estimates and 1099-NEC prep lists from QuickBooks data.
invoice-chase
Draft overdue invoice reminders by cross-checking QuickBooks AR aging with Paywhere credits.
plan-payroll
Forecast payroll cash coverage from QuickBooks AR/AP and Paywhere balances.
call-list
Generates ranked sales leads with HubSpot Mail scoring for daily calls.
handle-complaint
Draft tone-matched complaint responses with operational fix suggestions from Gmail or HubSpot.
tax-prep
Calculate quarterly estimated tax payments and assemble 1099-NEC candidate lists from QuickBooks.
customer-pulse
Aggregate multi-channel customer feedback into themed reports with attributed quotes.
crm-maintenance
Create and update HubSpot contacts, deals, and activities from email and calendar context.
lead-triage
Score and rank HubSpot leads into a prioritized call list.
content-strategy
Generate a prioritized 30-day marketing content brief from QuickBooks sales data.
month-end-prep
Reconcile Paywhere bank lines against QuickBooks and export a close packet.
Frequently Asked Questions About Paywhere
FAQPage SchemaWhat specific business tasks can Paywhere perform?▼
Paywhere executes financial reconciliation, generates cash flow forecasts, performs CRM data hygiene, drafts customer support responses, and creates quarterly business review narratives by synthesizing data from QuickBooks, HubSpot, and internal bank records.
Which personas benefit most from these capabilities?▼
Small business owners, financial controllers, and sales managers benefit from these capabilities by reducing manual data entry, accelerating month-end closing, and improving lead prioritization through integrated CRM and accounting data analysis.
What are the primary prerequisites for using these functions?▼
Users must maintain active accounts with QuickBooks, HubSpot, and Paywhere, with appropriate permissions configured to allow data access for financial reporting, CRM updates, and document generation.