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RuddyMoriarty
RuddyMoriartyCOMMUNITY
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cfo-reporting

Generate executive financial reports and dashboards from accounting balances.

1|Updated Apr 14, 2026
Search Tags:#dashboard#reporting#cfo#kpi#variance-analysis#board-pack#html-pdf
One-click install
npx skills add https://github.com/RuddyMoriarty/moriarty-cfo --skill cfo-reporting
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cfo-reporting
Source: https://github.com/RuddyMoriarty/moriarty-cfo/tree/main/cfo-reporting
Command: npx skills add https://github.com/RuddyMoriarty/moriarty-cfo --skill cfo-reporting

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

Consolidates fragmented accounting and operational data into concise, decision-grade financial reports so finance teams and executives stop spending hours manually assembling slides, tables, and KPIs each month or quarter.

Core Features & Use Cases

  • Flash mensuel (M+5): one-page executive flash with top highlights, KPIs, cash snapshot and a single prioritized action, exportable to PDF.
  • Reporting mensuel / trimestriel / annuel: generates full HTML/PDF reports and board packs (15 slides) with P&L, balance synthesis, variance analysis and commentary guidance.
  • Investor communications: templates and flow for quarterly investor letters and RNS-style summaries.
  • Executive dashboards: auto-generated responsive HTML dashboards (5–8 KPIs) and PDF export via headless Chrome, including unified Monday-style dashboard aggregation.
  • Automated calculations: includes scripts to compute KPIs from balance CSVs, extract top variances budget vs actual, and render templates to HTML/PDF (scripts: compute_kpis.py, extract_variances.py, generate_dashboard.py, cfo_unified_dashboard.py).
  • Use case: produce a monthly board pack and an investor letter from the month-end balance, variances and operational KPI feeds with reproducible templates and archived outputs.

Quick Start

Generate a monthly executive HTML and PDF dashboard for SIREN 552120222 using the company's balance CSV and KPIs JSON files.

Frequently Asked Questions about cfo-reporting

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate an executive financial dashboard from accounting balances?▼

You generate a CFO dashboard by feeding local balance CSVs and operational KPI JSON files into automated scripts that compute metrics and render responsive HTML templates exportable to PDF via headless Chrome.

What is included in a monthly board pack for financial reporting?▼

A board pack for financial reporting includes 15 HTML or PDF slides containing P&L statements, balance sheet synthesis, automated budget vs actual variance analysis, and executive commentary guidance.

Can I automate variance analysis between budget and actual figures?▼

Yes, you can automate variance analysis using the extract_variances.py script, which processes balance and forecast files to automatically extract top budget vs actual variances for executive reports.

Does this reporting tool support generating investor letters and RNS-style summaries?▼

Yes, the tool supports investor communications by providing templates and workflows to generate quarterly investor letters and RNS-style summaries from consolidated financial data.

Can I use this for a French SME accounting team's monthly flash report?▼

Yes, the Skill is specifically designed for French SMEs and accounting teams to produce one-page monthly executive flash reports with KPIs, cash snapshots, and prioritized actions.

What file formats and data sources are needed to compute KPIs for the dashboard?▼

You need local private company.json configuration files, balance CSVs, and operational KPI JSON feeds, which the compute_kpis.py script processes to calculate executive dashboard metrics.

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