Seamless Balance Transfer: Billy to Numina AI Skill

Seamless Balance Transfer: Billy to Numina AI Skill

This AI skill enables the transfer of opening balances from Billy to Numina by writing the data from Billy's trial balance as an opening balance draft in Numina. The user can then review and book this as the opening balance in Numina.

What this skill does

• Acquires the trial balance from Billy, focusing on balances, not the full transaction history.
• Extracts the trial balance data either by exporting the report from Billy as Excel or CSV or by accessing the Billy API.
• Verifies necessary permissions within Numina (write access) and prompts users if reconnection is needed.
• Determines the correct opening date in Numina, based on the earliest specified accounting year.
• Checks Numina for existing opening balances and stops if one is found, prompting the user to confirm actions.

Who it is for

• Developers utilising AI coding agents such as Claude Code, Cursor, and Codex.
• Accounting teams managing transitions between the Billy and Numina accounting platforms.

Use cases

• Companies transitioning from Billy to Numina who require accurate balance carryover.
• Development teams implementing seamless data migration processes within accounting software environments.

Technical details

• Utilises accounting expertise coupled with AI application processes.
• Requires configuration of Numina with the MCP module that includes write access.
• Integrates with Billy's trial balance through file export or API access options.

This provides general workflow assistance only and is not legal, tax, accounting or financial advice.

Source & Licence

This package is built on open-source work published by Numina-Technologies (Numina-Technologies/mcp) and distributed under MIT. The original licence text and copyright notice are included in your download.

Personal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.

Your purchase covers curation, licence verification, packaging, documentation and instant delivery. It does not grant exclusive rights to the underlying open-source code, which remains available under its original licence.

Delivery & Support

• Delivery: instant — a secure download link is emailed to you as soon as payment is confirmed.
• Format: ZIP archive containing the skill files, documentation and the original licence.
• Support: support@mcpcart.com — we aim to reply within 2 business days.
• Updates: updates are included only where stated on this page.

Refunds

This is a digital product delivered immediately after purchase. By completing your order you request immediate delivery and acknowledge that, once the download has been accessed, the statutory right to cancel no longer applies to the extent permitted by law. Refund requests are handled in accordance with our published Refund Policy.

Claude, Codex, Gemini and Cursor are trademarks of their respective owners. MCP Cart is an independent marketplace and is not affiliated with, endorsed by, or sponsored by any of them. Compatibility references describe interoperability only.