company-cfo
CommunityStreamline your company's monthly CFO workflow.
Authorcoreyhaines31
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
Mercury CLIStripe APIPlaneDeelGustoRampBrexDivvy
Components
scriptsreferencesassets
💻 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: company-cfo Download link: https://github.com/coreyhaines31/makerskills/archive/main.zip#company-cfo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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