company-cfo

Automate monthly financial reporting with data collection, categorization, and reconciliation.

552|46|Updated Jun 3, 2026

Search Tags:#financial analysis #cfo #financial reporting #company finance #monthly cash flow

Ready to run

npx skills add https://github.com/coreyhaines31/makerskills --skill company-cfo

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: company-cfo
Source: https://github.com/coreyhaines31/makerskills/tree/main/skills/company-cfo
Command: npx skills add https://github.com/coreyhaines31/makerskills --skill company-cfo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires Mercury CLI, Stripe API, Plane, Deel, Gusto, Ramp, Brex, Divvy, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill automates and streamlines the monthly CFO workflow for a company or agency, including data pulling, categorization, reconciliation, and report generation.

Core Features & Use Cases

Data Pulling: Gather raw financial data from bank accounts, payment processors, payroll, and expense management systems.
Categorization and Reconciliation: Organize and verify financial data across various categories, ensuring accuracy and completeness.
Report Generation: Generate a detailed monthly financial report, including cash flow analysis, revenue metrics, and scenarios.
Use Case: Use this Skill to pull financial data, categorize expenses, and generate a monthly report for decision-making, helping to manage the company's cash flow and financial health.

Quick Start

Run the company-cfo skill with the 'monthly' mode to perform the standard CFO workflow.

Frequently Asked Questions about company-cfo

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

FAQPage Schema

How do I automate monthly financial reporting and cash flow analysis?▼

Automate monthly financial reporting by pulling raw data from bank accounts, payment processors, and payroll systems, then categorizing and reconciling transactions to generate detailed cash flow and revenue reports.

What's the best way to reconcile expenses across Brex, Ramp, and Divvy?▼

Reconcile expenses across Brex, Ramp, and Divvy by pulling raw financial data from these expense management systems, then applying categorization rules to verify accuracy and completeness across categories.

Can I pull payroll data from Gusto and Deel for monthly CFO workflows?▼

Yes, you can pull payroll data from Gusto and Deel as part of the monthly CFO workflow, gathering raw financial data to organize, verify, and include in detailed monthly financial report generation.

Does this monthly financial reporting process work with Stripe and Mercury CLI?▼

Yes, the monthly financial reporting process works with Stripe and Mercury CLI, pulling raw payment processor and bank account data to categorize, reconcile, and generate cash flow analysis reports.

How do I categorize financial data for accurate company finance reporting?▼

Categorize financial data for company finance reporting by applying categorization rules to raw data gathered from various sources, ensuring expenses and revenue are organized and verified for accurate monthly analysis.

What do I need to set up before automating monthly financial report generation?▼

Before automating monthly financial report generation, you need active data source connections to platforms like Stripe, Brex, and Gusto, plus configured categorization rules and report generation templates for accurate analysis.