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DavidsonGomes
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fin-daily-pulse

Consolidate daily Stripe and Omie data into an HTML financial health snapshot.

Updated Apr 6, 2026
Search Tags:#reports#stripe#churn#mrr#charges#omie#financial-pulse
One-click install
npx skills add https://github.com/DavidsonGomes/claude_cowork_workspace --skill fin-daily-pulse-davidsongomes
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fin-daily-pulse
Source: https://github.com/DavidsonGomes/claude_cowork_workspace/tree/main/.claude/skills/fin-daily-pulse
Command: npx skills add https://github.com/DavidsonGomes/claude_cowork_workspace --skill fin-daily-pulse-davidsongomes

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the daily aggregation of Stripe and Omie data to produce a ready-to-share HTML snapshot of the company's financial health, reducing manual reporting effort and delays.

Core Features & Use Cases

  • Automated data aggregation: Pulls MRR, active subscriptions, today’s charges, churn, refunds from Stripe and AR/AP from Omie.
  • Health scoring & reporting: Classifies financial health with a color badge and a summarized alert list.
  • Operational use case: Provides a daily finance briefing for leadership and stakeholders in an HTML report.

Quick Start

Use fin-daily-pulse to generate the daily financial snapshot from Stripe and Omie data and render it as an 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 automate daily financial reporting from Stripe and Omie?▼

Automate daily financial reporting by querying Stripe and Omie endpoints to consolidate MRR, charges, churn, and AR/AP data into a ready-to-share HTML snapshot. This reduces manual reporting effort and generates a daily finance briefing for stakeholders.

What financial metrics are included in a daily financial health snapshot?▼

A daily financial health snapshot includes MRR, active subscriptions, today’s charges, churn, refunds from Stripe, and AR/AP along with pending invoices from Omie. The report classifies overall financial health using a color badge and a summarized alert list.

Can I generate an HTML report for my company's daily finance operations?▼

Yes, you can generate an HTML report for daily finance operations by rendering consolidated Stripe and Omie data into a fixed HTML template. The resulting snapshot provides a daily financial briefing suitable for leadership and stakeholders.

What's the best way to surface MRR, churn, and AR/AP for daily finance operations?▼

The best way to surface MRR, churn, and AR/AP is to consolidate Stripe and Omie data into an automated HTML snapshot. It applies a health classification badge and renders the metrics into a fixed template for daily finance operations.

Do I need both Stripe and Omie endpoints to generate a daily financial pulse report?▼

Yes, querying both Stripe and Omie endpoints is required. Stripe provides MRR, active subscriptions, charges, churn, and refunds, while Omie supplies AR/AP and pending invoices to complete the daily financial health snapshot.

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