Update to Nella Finance AI

Changed files

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.codex-plugin/plugin.json →

skills/nella-company-secretarial/SKILL.md →

skills/nella-finance-director/SKILL.md →

skills/nella-financial-controller/SKILL.md →

skills/nella-management-accountant/SKILL.md →

skills/nella-payables/SKILL.md →

skills/nella-payroll/SKILL.md →

skills/nella-receivables/SKILL.md →

skills/nella-tax-and-compliance/SKILL.md →

skills/nella-treasury/SKILL.md →

.codex-plugin/plugin.json

− removed · + added

--- before
+++ after
@@ -1,12 +1,12 @@
 {
   "name": "app-6a53bb873c1081918681aa1358591f83",
-  "version": "3.0.1",
+  "version": "3.2.0",
   "description": "A finance team of nine seats over a small business's own accounting ledger: reads the books, changes nothing in them unless the business gives permission in Nella, and records only what the business tells it.",
   "author": {
     "name": "Nella Finance AI Ltd",
-    "url": "https://nellafinance.co.uk"
+    "url": "https://nellafinance.com"
   },
-  "homepage": "https://nellafinance.co.uk",
+  "homepage": "https://nellafinance.com",
   "license": "UNLICENSED",
   "keywords": [
     "finance",
@@ -19,17 +19,17 @@
   "interface": {
     "displayName": "Nella Finance AI",
     "shortDescription": "Your finance team in chat",
-    "longDescription": "Nella reads your connected accounting software (Xero, QuickBooks, FreeAgent or Sage) and works as a finance team of nine seats, from Finance Director to Company Secretarial. Ask \"What needs me?\" for an overview of how the business is doing and what to look at first, or open the team board to see everything ranked: deadlines, overdue customers, things Nella noticed and work waiting for your approval. Ask about cash now, a forecast, payroll on the pay date or a what-if such as a hire or a lost client. See how the business performed, which bills are due, who owes you money and when your filings fall due. Nella reads your accounting data. Nothing in your books changes unless you give permission in Nella: it does not post entries, send messages, file returns or move money. It records only what you tell it: that something was filed, an answer to one of its questions, your approval of a chase message it prepared, which you then send yourself, or a decision your directors record. Figures are information from your own records, not advice; for advice, speak to your accountant.",
+    "longDescription": "Nella connects ChatGPT to your accounting software (Xero, QuickBooks, FreeAgent or Sage) and gives you a finance team of nine: Finance Director, Management Accountant, Financial Controller, Treasury, Receivables, Payables, Tax and Compliance, Payroll and Company Secretarial.\n\nSome things you can do:\n\u2022 Ask \"What needs me?\" and the Finance Director tells you how the business is doing and what to look at first\n\u2022 Open the team board: deadlines, overdue customers, things Nella noticed and work waiting for your approval\n\u2022 Get a weekly finance brief\n\u2022 Get alerts when cash falls below your level, runway gets short, an invoice is overdue, a deadline is coming up, and more\n\u2022 See how the month went, why profit or margin moved, and what's outstanding before you close the month\n\u2022 Check cash now, a forecast, or a what-if such as a hire or a lost client\n\u2022 See who owes you money, approve chase messages you then send yourself, and see which bills are due\n\u2022 See your tax, payroll and Companies House deadlines, and whether payroll is covered on the pay date\n\nNella Pro also keeps your books for you in Xero, QuickBooks or FreeAgent:\n\u2022 Post bills, invoices, credit notes, payments, refunds, transfers, journals, contacts, project time and expense claims, with the receipt attached, depending on what your software supports\n\u2022 Record repeat bank transactions the way you approved them before\n\u2022 Every entry is shown in full on its card before it posts, checked in your books afterwards, and can be undone where your software allows\n\nNella never files a return, pays anyone or moves money. Figures are information from your own records, not advice; for advice, speak to your accountant.",
     "developerName": "Nella Finance AI Ltd",
     "category": "Finance",
     "capabilities": [
       "Read",
       "Write"
     ],
-    "websiteURL": "https://nellafinance.co.uk",
-    "privacyPolicyURL": "https://nellafinance.co.uk/privacy",
-    "termsOfServiceURL": "https://nellafinance.co.uk/terms",
-    "supportURL": "https://nellafinance.co.uk/contact",
+    "websiteURL": "https://nellafinance.com",
+    "privacyPolicyURL": "https://nellafinance.com/privacy/",
+    "termsOfServiceURL": "https://nellafinance.com/terms/",
+    "supportURL": "https://nellafinance.com/contact/",
     "defaultPrompt": [
       "What needs me?",
       "Can I afford payroll this month?",
@@ -73,6 +73,12 @@
               "prompt": "What if I hire someone at \u00a34,000 a month from next month?",
               "tools_triggered": "run_cash_scenario",
               "expected_behavior": "Runs the hire scenario and shows its effect on the cash outlook, quoting Nella's figures as returned and keeping any assumptions of its own apart from them."
+            },
+            {
+              "description": "Posting: an entry is posted only from Nella's card, and undone from it (the reviewer's Xero demo company; no real books)",
+              "prompt": "Switch to Demo Company (AU), then create a contact group called Reviewer check.",
+              "tools_triggered": "switch_business, preview_posting",
+              "expected_behavior": "Nella switches to Demo Company (AU) and shows a card \"Make this contact group?\". Nothing is posted until \"Make it\" is pressed on the card; the card then says it was posted and checked in Xero. Pressing \"Undo\" removes it, and the card says it was undone."
             }
           ],
           "negative": [