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cfo-conciliacao-crm-erp

Official

Ensure every won CRM deal becomes ERP revenue.

Finance & Accounting#reconciliation#data-integrity#invoicing#finance-automation#crm-erp#won-deals
AuthorMindOpsTeam
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Cross-checks CRM deals marked as Won against ERP revenue to ensure every won deal becomes invoiced, reducing revenue leakage.

Core Features & Use Cases

  • CRM ↔ ERP reconciliation: matches won deals with ERP receivables within a defined window and tolerance.
  • Tolerance-based matching: allows up to 20% difference between CRM deal value and ERP revenue to accommodate discounts or installments.
  • Automation-friendly: supports daily or periodic runs and reports deals lacking ERP revenue for follow-up.

Quick Start

Run the reconciliation with the last 60 days by executing python3 $SKILL_DIR/scripts/cruzar.py --periodo 60.

Dependency Matrix

Required Modules

None required

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: cfo-conciliacao-crm-erp
Download link: https://github.com/MindOpsTeam/agente-cfo/archive/main.zip#cfo-conciliacao-crm-erp

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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