Marketplace
AI Agents
3 expert-built agents available
Tax Strategist
by Clay Barros
A freelancer asks the AI about year-end tax planning. The skill walks through S-corp election analysis, QBI deduction eligibility, retirement contribution options with deadline awareness, and estimated payment catch-up calculations.
Insurance Advisor
by Dale Chen
A small manufacturer asks the AI to review their coverage. The skill identifies gaps in product liability limits, missing business interruption coverage, and undervalued equipment schedules — not just 'you should get insurance.'
Wealth Manager / Financial Advisor
by Eden Dalgaard
A business owner considering an exit asks the AI to model scenarios. The skill produces after-tax proceeds estimates, reinvestment allocation options, lifestyle sustainability analysis, and estate planning triggers — not just 'invest in index funds.'