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dr-extract

Extracts validated P&L, Balance Sheet, and KPI data from Datarails Finance OS into Excel workbooks.

3|3|Updated Feb 1, 2026
Search Tags:#finance#excel#extraction#kpis#p&l#datarails
One-click install
npx skills add https://github.com/Datarails/dr-claude-code-plugins-re --skill dr-extract
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: dr-extract
Source: https://github.com/Datarails/dr-claude-code-plugins-re/tree/main/skills/extract
Command: npx skills add https://github.com/Datarails/dr-claude-code-plugins-re --skill dr-extract

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill automates the extraction of validated financial data from Datarails Finance OS, saving users significant time and effort in manual data compilation and formatting.

Core Features & Use Cases

  • Comprehensive Financial Extraction: Generates Excel workbooks containing P&L, Balance Sheet, and key KPIs (including ARR).
  • Automated Validation: Includes cross-checks between P&L and KPI tables to ensure data integrity.
  • Use Case: Finance teams can quickly generate monthly P&L reports and quarterly KPI dashboards for board meetings or investor updates directly from their Datarails data.

Quick Start

Extract financial data for the current year into a default output file.

Frequently Asked Questions about dr-extract

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

FAQPage Schema
How do I extract financial data from Datarails to Excel?▼

To extract financial data to Excel, this Skill connects to Datarails Finance OS and retrieves validated P&L, Balance Sheet, and KPI figures, handling authentication and pagination automatically.

What is the best way to export P&L and Balance Sheet data into an Excel workbook?▼

Exporting P&L and Balance Sheet data is done by extracting validated records from Datarails Finance OS directly into a formatted Excel workbook, ensuring financial figures are compiled without manual effort.

Do I need a Datarails MCP connection to extract KPIs like ARR into Excel?▼

Yes, you need an active connection to Datarails MCP to authenticate and extract KPIs like ARR into Excel, as the Skill relies on this connection to retrieve and aggregate validated data.

How does automated validation work when extracting financial data to Excel?▼

Automated validation works by running built-in cross-checks between P&L and KPI tables during the extraction process, ensuring the financial data exported to your Excel workbook maintains strict integrity.

Can I generate monthly financial reports and KPI dashboards directly from Datarails data?▼

Yes, you can generate monthly financial reports and KPI dashboards by using the extraction feature to pull current-year P&L, Balance Sheet, and KPI data directly into a default Excel output file.

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