{"product_id":"seamless-balance-transfer-billy-to-numina-ai-skill","title":"Seamless Balance Transfer: Billy to Numina AI Skill","description":"\u003ch3\u003eSeamless Balance Transfer: Billy to Numina AI Skill\u003c\/h3\u003e\n\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this skill does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAcquires the trial balance from Billy, focusing on balances, not the full transaction history.\u003c\/li\u003e\n  \u003cli\u003eExtracts the trial balance data either by exporting the report from Billy as Excel or CSV or by accessing the Billy API.\u003c\/li\u003e\n  \u003cli\u003eVerifies necessary permissions within Numina (write access) and prompts users if reconnection is needed.\u003c\/li\u003e\n  \u003cli\u003eDetermines the correct opening date in Numina, based on the earliest specified accounting year.\u003c\/li\u003e\n  \u003cli\u003eChecks Numina for existing opening balances and stops if one is found, prompting the user to confirm actions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWho it is for\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eDevelopers utilising AI coding agents such as Claude Code, Cursor, and Codex.\u003c\/li\u003e\n  \u003cli\u003eAccounting teams managing transitions between the Billy and Numina accounting platforms.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eCompanies transitioning from Billy to Numina who require accurate balance carryover.\u003c\/li\u003e\n  \u003cli\u003eDevelopment teams implementing seamless data migration processes within accounting software environments.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eUtilises accounting expertise coupled with AI application processes.\u003c\/li\u003e\n  \u003cli\u003eRequires configuration of Numina with the MCP module that includes write access.\u003c\/li\u003e\n  \u003cli\u003eIntegrates with Billy's trial balance through file export or API access options.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eThis provides general workflow assistance only and is not legal, tax, accounting or financial advice.\u003c\/p\u003e\n\u003c!-- mcpcart:static-blocks:start --\u003e\n\u003chr\u003e\n\u003ch3\u003eSource \u0026amp; Licence\u003c\/h3\u003e\n\u003cp\u003eThis package is built on open-source work published by \u003cstrong\u003eNumina-Technologies\u003c\/strong\u003e (\u003ca href=\"https:\/\/github.com\/Numina-Technologies\/mcp\" rel=\"nofollow noopener\" target=\"_blank\"\u003eNumina-Technologies\/mcp\u003c\/a\u003e) and distributed under \u003cstrong\u003eMIT\u003c\/strong\u003e. The original licence text and copyright notice are included in your download.\u003c\/p\u003e\n\u003cp\u003ePersonal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.\u003c\/p\u003e\n\u003cp\u003eYour 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.\u003c\/p\u003e\n\u003ch3\u003eDelivery \u0026amp; Support\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDelivery:\u003c\/strong\u003e instant — a secure download link is emailed to you as soon as payment is confirmed.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e ZIP archive containing the skill files, documentation and the original licence.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSupport:\u003c\/strong\u003e \u003ca href=\"mailto:support@mcpcart.com\"\u003esupport@mcpcart.com\u003c\/a\u003e — we aim to reply within 2 business days.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUpdates:\u003c\/strong\u003e updates are included only where stated on this page.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eRefunds\u003c\/h3\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp style=\"font-size:0.85em;color:#666;\"\u003eClaude, 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.\u003c\/p\u003e\n\u003c!-- mcpcart:static-blocks:end --\u003e","brand":"MCP Cart","offers":[{"title":"Default Title","offer_id":53473562820919,"sku":"MCP-NUMINA-TECHNOLOGIES-MCP-NUMINA-MIGRATE-BILLY","price":35.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0981\/3950\/4951\/files\/p1QpdeG49muOdCzx_IMea_f4aef88e85fd4701821f50003530b011.jpg?v=1793444584","url":"https:\/\/mcpcart.com\/products\/seamless-balance-transfer-billy-to-numina-ai-skill","provider":"SPF PRO","version":"1.0","type":"link"}