What problem does it solve?
This Skill helps you reliably read Relay account balances and transactions, classify them for treasury and Profit First reporting, and produce transfer or bill-pay requests for human approval—so money movement stays safely human-operated.
Core Features & Use Cases
- Relay financial read support (via Plaid mirror): Pull multi-entity Relay balances and transaction history for categorization and reconciliation.
- Human approval workflow authoring: Draft transfer and bill-pay request artifacts (to be executed by Antony in the Relay dashboard) with clear audit trail and justification.
- Treasury reconciliation and setup guidance: Reconcile multi-entity activity between Relay (mirrored reads) and accounting systems, and ensure sync is configured (Plaid/QuickBooks/Yodlee).
Quick Start
Use the relay skill to sync the last 7 days of Relay transactions for the Munoz Conglomerate treasury and classify each transaction for the correct entity and Profit First bucket.