Jaz-jobs is a collection of 12 SMB accounting tasks that blend recipes, calculators, and API calls into end-to-end workflows for period-end closes and ad-hoc operations, with paired subcommands and a CLI blueprint generator.

Use the clio CLI with the appropriate job command, e.g., clio jobs month-end --period YYYY-MM. For sub-tasks, use nested commands like clio jobs bank-recon match or clio jobs document-collection ingest.

Can I run jobs incrementally or standalone?

Yes. Period-close jobs run standalone by default; use --incremental to generate only the extras.

jaz-jobs

npx machina-cli add skill teamtinvio/jaz-ai/jobs --openclaw

Files (1)

SKILL.md

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Jobs Skill

You are helping an SMB accountant or bookkeeper complete recurring accounting tasks in Jaz — period-end closes, bank reconciliation, tax filing, payment processing, and operational reviews. These are the real jobs that keep the books accurate and the business compliant.

Jobs combine recipes, calculators, and API calls into complete business processes. If recipes are ingredients, jobs are the meal.

When to Use This Skill

Closing the books for a month, quarter, or year
Catching up on bank reconciliation (with automated pre-matching)
Collecting and uploading client documents (invoices, bills, bank statements)
Preparing GST/VAT returns for filing
Running a payment batch to clear outstanding bills
Chasing overdue invoices (credit control)
Reconciling supplier statements against AP ledger
Preparing for an audit or tax filing
Reviewing the fixed asset register

Job Catalog

Period-Close Jobs (Layered)

Period-close jobs build on each other. Quarter = month + extras. Year = quarter + extras. Each level runs standalone by default (includes all steps from lower levels). Use --incremental to generate only the extras.

Job	CLI Command	Description
Month-End Close	`clio jobs month-end --period YYYY-MM`	5 phases: pre-close prep, accruals, valuations, verification, lock. The foundation.
Quarter-End Close	`clio jobs quarter-end --period YYYY-QN`	Month-end for each month + GST/VAT, ECL review, bonus accruals, intercompany, provisions.
Year-End Close	`clio jobs year-end --period YYYY`	Quarter-end for each quarter + true-ups, dividends, CYE rollover, audit prep, final lock.

Ad-Hoc Jobs

Job	CLI Command	Description
Bank Recon	`clio jobs bank-recon`	Clear unreconciled items: match, categorize, resolve. Paired tool: `clio jobs bank-recon match`.
Document Collection	`clio jobs document-collection`	Scan and classify client documents from local directories and cloud links (Dropbox, Drive, OneDrive). Outputs file paths for agent upload. Paired tool: `clio jobs document-collection ingest`.
GST/VAT Filing	`clio jobs gst-vat --period YYYY-QN`	Tax ledger review, discrepancy check, filing summary.
Payment Run	`clio jobs payment-run`	Select outstanding bills by due date, process payments.
Credit Control	`clio jobs credit-control`	AR aging review, overdue chase list, bad debt assessment.
Supplier Recon	`clio jobs supplier-recon`	AP vs supplier statement, identify mismatches.
Audit Preparation	`clio jobs audit-prep --period YYYY`	Compile reports, schedules, reconciliations for auditor/tax.
FA Review	`clio jobs fa-review`	Fixed asset register review, disposal/write-off processing.
Statutory Filing	`clio jobs statutory-filing`	Corporate income tax computation and filing. Paired tools: `clio jobs statutory-filing sg-cs`, `clio jobs statutory-filing sg-ca`.

How Jobs Work

Each job produces a blueprint — a phased checklist of steps, each annotated with:

API call — the exact endpoint + request body to execute the step
Recipe reference — link to the transaction-recipes skill for complex accounting patterns
Calculator command — clio calc command for financial calculations
Verification check — how to confirm the step was completed correctly
Conditional flag — steps that only apply in certain situations (e.g., "only if multi-currency org")

For AI agents: Read the blueprint and execute each step using the jaz-api skill for payloads. For developers: Use --json output to build automation pipelines. For accountants: Use the formatted checklist to work through the close systematically.

CLI Usage

# Period-close (standalone = full plan, --incremental = extras only)
clio jobs month-end --period 2025-01 [--currency SGD] [--json]
clio jobs quarter-end --period 2025-Q1 [--incremental] [--json]
clio jobs year-end --period 2025 [--incremental] [--json]

# Ad-hoc
clio jobs bank-recon [--account "DBS Current"] [--period 2025-01] [--json]
clio jobs gst-vat --period 2025-Q1 [--json]
clio jobs payment-run [--due-before 2025-02-28] [--json]
clio jobs credit-control [--overdue-days 30] [--json]
clio jobs supplier-recon [--supplier "Acme Corp"] [--period 2025-01] [--json]
clio jobs audit-prep --period 2025 [--json]
clio jobs fa-review [--json]

Relationship to Other Skills

Skill	Role
jaz-api	Provides the exact API payloads for each step (field names, gotchas, error handling)
jaz-recipes	Provides the accounting patterns for complex steps (accruals, FX reval, ECL, etc.)
jaz-jobs (this skill)	Combines recipes + API into sequenced, verifiable business processes

Load all three skills together for the complete picture. Jobs reference recipes by name — an AI agent should read the referenced recipe for implementation details.

Supporting Files

references/building-blocks.md — Shared concepts: accounting periods, lock dates, period verification, conventions
references/month-end-close.md — Month-end close: 5 phases, ~18 steps
references/quarter-end-close.md — Quarter-end close: monthly + quarterly extras
references/year-end-close.md — Year-end close: quarterly + annual extras
references/bank-recon.md — Bank reconciliation catch-up
references/bank-match.md — Bank reconciliation matcher: 5-phase cascade algorithm (1:1, N:1, 1:N, N:M matches)
references/document-collection.md — Document collection: scan, classify, upload — local + cloud (Dropbox, Drive, OneDrive)
references/gst-vat-filing.md — GST/VAT filing preparation
references/payment-run.md — Payment run (bulk bill payments)
references/credit-control.md — Credit control / AR chase
references/supplier-recon.md — Supplier statement reconciliation
references/audit-prep.md — Audit preparation pack
references/fa-review.md — Fixed asset register review

Tax Computation — Singapore Form C-S

Corporate income tax computation for Singapore-incorporated companies. The AI agent acts as the tax wizard — pulling data from Jaz, classifying GL items, asking the user targeted questions, and assembling the input for the CLI computation engine.

Scope: Form C-S (revenue ≤ $5M, 18 fields) and Form C-S Lite (revenue ≤ $200K, 6 fields). NOT Form C.

How It Works

┌──────────────────────────────┐     ┌───────────────────────────────┐
│  Reference Docs (this skill) │     │  CLI Computation Engine        │
│  "The Wizard Script"         │     │  clio jobs statutory-filing sg-cs [--json]       │
│  - Guides AI agent           │     │  - Pure deterministic math     │
│  - API calls to make         │     │  - Accepts structured JSON     │
│  - Questions to ask user     │     │  - Outputs workpaper +         │
│  - Classification rules      │     │    Form C-S fields +           │
│  - SG tax rules reference    │     │    carry-forwards              │
└──────────────┬───────────────┘     └───────────────┬───────────────┘
               │                                      │
               └────────►  AI Agent  ◄────────────────┘
                    1. Reads reference docs
                    2. Pulls Jaz API data
                    3. Classifies GL items
                    4. Asks user questions
                    5. Assembles input JSON
                    6. Runs clio jobs statutory-filing sg-cs
                    7. Presents results + filing guidance

CLI Commands

# Full computation (JSON input from wizard or file)
clio jobs statutory-filing sg-cs --input tax-data.json [--json]
echo '{ "ya": 2026, ... }' | clio jobs statutory-filing sg-cs --json

# Simple mode (manual flags)
clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --depreciation 15000 --exemption pte [--json]

# Capital allowance schedule (standalone)
clio jobs statutory-filing sg-ca --input assets.json [--json]
clio jobs statutory-filing sg-ca --ya 2026 --cost 50000 --category general --acquired 2024-06-15 [--json]

Tax Reference Files

references/sg-tax/overview.md — SG CIT framework: 17% rate, YA concept, Form C-S eligibility, key deadlines
references/sg-tax/form-cs-fields.md — All 18 Form C-S + 6 C-S Lite fields with IRAS labels and CLI mapping
references/sg-tax/wizard-workflow.md — Step-by-step wizard procedure for AI agents (the main playbook)
references/sg-tax/data-extraction.md — How to pull P&L, TB, GL, FA data from Jaz API for tax purposes
references/sg-tax/add-backs-guide.md — Classification guide: which expenses are non-deductible
references/sg-tax/capital-allowances-guide.md — CA rules per asset category with IRAS sections
references/sg-tax/ifrs16-tax-adjustment.md — IFRS 16 lease reversal procedure
references/sg-tax/enhanced-deductions.md — R&D, IP, donations 250%, S14Q renovation
references/sg-tax/exemptions-and-rebates.md — SUTE, PTE, CIT rebate schedule
references/sg-tax/losses-and-carry-forwards.md — Set-off order, loss/CA/donation carry-forward rules

Source

git clone https://github.com/teamtinvio/jaz-ai/blob/main/cli/src/skills/jobs/SKILL.mdView on GitHub

Overview

Jaz-jobs helps SMB accountants and bookkeepers complete recurring tasks by combining recipes, calculators, and API calls into cohesive business processes. It covers month-, quarter-, and year-end closes plus nine ad-hoc operational jobs like bank reconciliation, document collection, GST/VAT filing, and payment runs. It also includes paired subcommands and a CLI blueprint generator (clio jobs) to scaffold workflows.

How This Skill Works

Each job yields a blueprint — a phased checklist with steps and integrations. Period-close jobs can be run standalone by default and are layered (month-end → quarter-end → year-end); use --incremental to generate only the extras. Some tasks expose paired tools as nested subcommands (for example clio jobs bank-recon match or clio jobs statutory-filing sg-cs) to automate sub-tasks within the main workflow.

When to Use It

Closing the books for a month, quarter, or year
Catching up on bank reconciliation with automated pre-matching
Collecting and uploading client documents (invoices, bills, bank statements)
Preparing GST/VAT returns for filing
Running a payment batch to clear outstanding bills

Quick Start

Step 1: Run clio jobs to generate a blueprint, e.g., clio jobs month-end --period YYYY-MM
Step 2: Follow the phased checklist and invoke paired subcommands as needed (e.g., clio jobs bank-recon match, clio jobs document-collection ingest)
Step 3: Review outputs (ledgers, reports, and filings) and finalize the close or submission

Best Practices

Run period-close tiers in order: month-end, then quarter-end, then year-end for coherence
Use standalone runs by default; reserve --incremental for generating only extras
Leverage paired tools (e.g., bank-recon match, document-collection ingest, statutory-filing sg-cs) to automate sub-tasks
Validate outputs (ledgers, balances, reports) against prior periods before finalizing
Maintain consistent client document collection structure to simplify ingestion

Example Use Cases

A bookkeeper closes month-end, then proceeds through bank-recon and document-collection ingest to prepare for quarter-end
An accountant uses gst-vat with document-collection to gather docs and file GST/VAT returns
An SMB runs payment-run together with credit-control to clear overdue bills
Accounts payable reconciles supplier statements using supplier-recon and then runs a payment batch
An audit prep workflow compiles reports and reconciliations with audit-prep (plus fa-review for fixed assets) prior to auditor review

Frequently Asked Questions

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