ReInvestWealth

MCP connector

Server URL

https://api.reinvestwealth.com/mcpCopy

Login

OAuth

Tools

Skills

10 in the ChatGPT listing

• Riw ar ap reconTurn cash-basis books kept in ReInvestWealth into working accrual accounts receivable and accounts payable: accrue open invoices and bills as of a date, produce an aging workbook for an accountant to review, match the payments that settle each item, and book the entries back only after explicit approval.
• Riw cash flow forecastBuild a cash-flow outlook for a business whose books are in ReInvestWealth, at one of three horizons: 90 days week by week, one year month by month, or two years month by month.
• Riw catch and correctCatch and correct bookkeeping errors in ReInvestWealth: scan for duplicate transactions, one-sided or miscoded transfers, misfiled refunds, owner and shareholder movements, loan payments in the wrong category, cross-currency and FX discrepancies, category drift, direction anomalies, stale categories, and sales tax errors, then grade the books and report what it found.
• Riw financing packageAssemble the short financing package a lender asks for, from books kept in ReInvestWealth: twelve months of income and expenses, a balance sheet, cash position, receivables, and known obligations, clearly labelled as management-prepared.
• Riw migrate historyMigrate a client onto ReInvestWealth: post their opening balance sheet as of a start date, import their historical transactions from a prior system, or both.
• Riw monday briefProduce a one-page Monday morning brief for a business whose books are in ReInvestWealth: cash position, last week's sales and spending, invoices still waiting to be paid, and the three things worth doing this week.
• Riw monthly health checkA month-end health check on a business whose books are in ReInvestWealth: how the month went against the months before it, where cash stands and which way it is moving, who owes you, what changed in spending, upcoming tax obligations, and whether the books themselves are clean enough to trust.
• Riw monthly review emailPrepare a client's monthly bookkeeping review from books kept in ReInvestWealth: a short, warm three-page report covering the month's Profit and Loss with the prior two months beside it, the movement in the shareholder or owner account, and the points worth discussing, plus a draft email to send it with.
• Riw prepare financials caPrepare a Canadian corporation's year-end financial statements from books kept in ReInvestWealth: Income Statement and Balance Sheet mapped to GIFI codes, a CCA schedule, working papers, and a GIFI import file for the T2 preparer, all on a compilation engagement basis with a complete audit trail.
• Riw prepare financials usPrepare a US corporation's year-end financial statements from books kept in ReInvestWealth: Income Statement and Balance Sheet on the income tax basis of accounting, a tax depreciation schedule, working papers, and a return mapping file for the Form 1120 or 1120-S preparer, all prepared for CPA review with a complete audit trail.