skills.rest
EvolutionAPI
EvolutionAPIOFFICIAL
Explore all skills by this author →
GitHub

fin-daily-pulse

Extract Stripe and Omie financial metrics into a daily HTML report.

520|175|Updated Apr 8, 2026
Search Tags:#html#dashboard#reporting#finance#stripe#omie
One-click install
npx skills add https://github.com/EvolutionAPI/evo-nexus --skill fin-daily-pulse
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fin-daily-pulse
Source: https://github.com/EvolutionAPI/evo-nexus/tree/main/.claude/skills/fin-daily-pulse
Command: npx skills add https://github.com/EvolutionAPI/evo-nexus --skill fin-daily-pulse

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The daily financial pulse automates pulling key Stripe and Omie metrics to provide a concise health snapshot of the company's finances, reducing manual reconciliation and data silos.

Core Features & Use Cases

  • Automated data collection: pulls MRR, today's charges, churn, refunds, and new customers from Stripe.
  • Receivables and payables: fetches overdue receivables and upcoming payables from Omie, plus pending and issued invoices.
  • HTML reporting: renders an HTML snapshot using a template for easy sharing with stakeholders.
  • Health scoring and alerts: assigns a health badge and surfaces actionable alerts for anomalies or risks.

Quick Start

Ask the AI to generate today's financial pulse by querying Stripe and Omie and render the HTML report.

Frequently Asked Questions about fin-daily-pulse

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

FAQPage Schema
How do I generate a daily financial health snapshot from Stripe and Omie?▼

To generate a daily financial health snapshot, query Stripe for MRR, charges, churn, and refunds, alongside Omie for receivables and payables. The system consolidates these metrics into an HTML report with color-coded health badges and anomaly alerts.

What metrics are included in an automated financial pulse report?▼

An automated financial pulse report includes Stripe metrics like MRR, daily charges, churn, refunds, and new customers, plus Omie data for overdue receivables, upcoming payables, pending invoices, and issued invoices.

Can I send a daily finance report summary directly to Telegram?▼

Yes, the daily finance report workflow generates a concise summary specifically formatted for Telegram notification alongside the full HTML report, ensuring stakeholders receive immediate daily financial updates.

How does automated financial reporting classify overall financial health?▼

Automated financial reporting classifies overall health using green, yellow, and red badges based on extracted signals from Stripe and Omie. It specifically surfaces actionable alerts when financial anomalies or risks are detected.

Where are automated daily financial pulse reports saved?▼

Automated daily financial pulse reports are saved as HTML files in the workspace directory under finance/reports/daily/, organized by date using a YYYY-MM-DD-financial-pulse.html naming convention for repeatable access.

Related Skills

Explore More Finance & Accounting Skills→
EvolutionAPIEvolutionAPI
520

fin-weekly-report

Consolidate Stripe and Omie transactions into an HTML weekly report.

Official
Advanced
redfox-dataredfox-data
326

xiaohongshu-ai-feed

Retrieve and analyze Xiaohongshu AI posts into an HTML daily report.

Community
Intermediate
mtsatryanmtsatryan
1

invoice-analyzer

Extract and validate invoice data with anomaly detection and risk scoring.

Community
Advanced
evolution-foundationevolution-foundation
520

fin-daily-pulse

Generate a daily financial health snapshot from Stripe, Omie, and Evo Academy data.

Official
Advanced