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fin-daily-pulse

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

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the manual burden of gathering and reconciling financial metrics across Stripe, Omie, and Evo Academy so you can quickly understand your company’s financial health.

Core Features & Use Cases

  • Daily financial pulse reporting: Pulls MRR, today’s charges, churn, refunds, and new customers from Stripe, then merges complementary financial indicators from Omie and Evo Academy.
  • Currency-normalized consolidation (USD/BRL → BRL): Converts Stripe monetary values to BRL before any totals, excluding unsupported currencies and flagging them for review.
  • Automated health classification and alerts: Computes churn-based health status, checks delinquency and payment failure thresholds, and outputs actionable alert items.
  • HTML snapshot generation: Fills a predefined HTML template with consolidated transactions and computed KPIs, then saves the report to the daily workspace folder.

Quick Start

Use the fin-daily-pulse skill when you say "financial pulse" to generate the daily HTML snapshot in workspace/finance/reports/daily/.

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 combining Stripe and Omie metrics?▼

Generate a daily financial health snapshot by pulling MRR, churn, and refunds from Stripe, merging Omie receivables and payables, then consolidating everything into an HTML report saved to your workspace.

How do I consolidate Stripe billing metrics and convert currencies to BRL for reporting?▼

Consolidate Stripe billing metrics by converting all USD amounts to BRL before calculating totals, automatically excluding unsupported currencies and flagging them for manual review in the final report.

What is the best way to track daily MRR, churn, and refunds from Stripe without manual data entry?▼

Track daily MRR, churn, and refunds by automating event-pagination for subscription churn data and pulling today's charges directly from Stripe, eliminating manual data gathering and reconciliation.

Can I use Stripe and Omie together for automated revenue reporting and health classification?▼

You can use Stripe and Omie together to merge billing indicators, compute churn-based health status, check delinquency thresholds, and output actionable alert items in a consolidated report.

How does automated churn-based health classification work for daily financial pulse reporting?▼

Automated churn-based health classification works by computing recent churn rates, checking payment failure thresholds, and generating actionable alert items directly within the generated HTML snapshot.

What happens to unsupported currencies when consolidating Stripe revenue data into BRL?▼

Unsupported currencies are excluded from the BRL currency conversion process during revenue consolidation and are explicitly flagged for manual review in the final daily financial report output.

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