financial-overview

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the user asks about their financial status, dashboard, summary, or "how is my business doing?"

Safety Notice

This listing is from the official public ClawHub registry. Review SKILL.md and referenced scripts before running.

Copy this and send it to your AI assistant to learn

Install skill "financial-overview" with this command: npx skills add stanlee000/financial-overview

Provide a comprehensive financial overview by gathering data from multiple sources:

  1. Company details: Call get_company_details to get the business name and context
  2. Current balance: Call get_company_balance to show available funds
  3. Recent transactions: Call search_transactions with a recent date range (last 30 days) to show cash flow
  4. Outstanding invoices: Call list_invoices and highlight unpaid or overdue ones
  5. Tax status: Call get_vat_next_report to show upcoming tax deadlines and get_company_tax_statistics for the tax overview

Present the information in a clear, structured format:

  • Start with the company name and current balance
  • Show a brief income vs expenses summary from recent transactions
  • List any overdue invoices that need attention
  • Highlight upcoming tax deadlines
  • End with actionable recommendations (e.g., "You have 3 overdue invoices totaling X EUR")

Use EUR currency formatting. Be concise but thorough.

Source Transparency

This detail page is rendered from real SKILL.md content. Trust labels are metadata-based hints, not a safety guarantee.

Related Skills

Related by shared tags or category signals.

General

Norman: Accounting Monthly Reconciliation

Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use wh...

Registry SourceRecently Updated
7000Profile unavailable
General

Norman: Categorize Transactions

Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Use when the user wants to review transactio...

Registry SourceRecently Updated
5350Profile unavailable
General

Easyaccounts

家庭财务管家 / Family finance manager. 通过自然语言对接 EasyAccounts 个人记账系统,支持记账、查账、批量记账、内部转账、流水修改、收支统计、年度分析、Excel 导出、系统公告查询等。Manage household accounts, expenses, income,...

Registry SourceRecently Updated
1200Profile unavailable
General

FactorHub A股量化数据

提供 5500+ 只 A 股的量化因子数据和财经指标,支持因子分析、行情查询、资金流向、财务分析及策略回测

Registry SourceRecently Updated
4360Profile unavailable