fin-weekly-report

Consolidate Stripe and Omie transactions into an HTML weekly report.

520|175|Updated Apr 8, 2026
One-click install
npx skills add https://github.com/EvolutionAPI/evo-nexus --skill fin-weekly-report
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fin-weekly-report
Source: https://github.com/EvolutionAPI/evo-nexus/tree/main/.claude/skills/fin-weekly-report
Command: npx skills add https://github.com/EvolutionAPI/evo-nexus --skill fin-weekly-report

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Consolidates disparate weekly financial data from Stripe and Omie into a single, actionable report so finance teams avoid manual reconciliation, missed receivables, and unclear cash projections.

Core Features & Use Cases

  • Automated data aggregation: Collects succeeded Stripe charges and Omie receipts/payments for the week and compares them to the prior week.
  • Detailed metrics and analysis: Computes MRR, churn, revenue by category, expense breakdowns, variances, overdue accounts, and 4‑week cash flow projections.
  • Report generation & notification: Renders a populated HTML template saved to the workspace and sends a short Telegram summary to stakeholders.
  • Use Case: A founder or finance lead triggers the routine to produce the weekly finance snapshot for board review and cash management decisions.

Quick Start

Generate the weekly financial report for the current week by consolidating Stripe and Omie data and save the HTML to workspace/finance/reports/weekly/.

Frequently Asked Questions about fin-weekly-report

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

FAQPage Schema
How do I consolidate Stripe and Omie data into a weekly financial report?

Consolidating Stripe and Omie data into a weekly financial report requires fetching succeeded Stripe charges and Omie receipts and payments, computing variances, and rendering the results into an HTML template saved to your workspace.

Can I automate cash flow projections and MRR calculations from Stripe and Omie?

Automating cash flow projections and MRR calculations involves collecting weekly transactions from Stripe and Omie, computing metrics like churn and revenue variances, and generating a 4-week cash flow projection within a consolidated report.

How do I generate a weekly finance summary for board review?

Generating a weekly finance summary for board review requires aggregating weekly revenue, expenses, receivables, and payables across accounting sources, calculating variances, and producing an HTML report to visualize financial health.

Does this weekly report process include overdue accounts and expense breakdowns?

Weekly financial reports can include overdue accounts and expense breakdowns by computing detailed metrics from Omie payments and Stripe charges, comparing them to prior weeks, and populating an HTML template.

Can I send a weekly financial summary to stakeholders via Telegram?

Sending a weekly financial summary to stakeholders via Telegram is supported by generating a populated HTML report and optionally sending a short financial summary notification directly through the Telegram integration.

What is the best way to compare current weekly revenue against the prior week?

Comparing current weekly revenue against the prior week requires fetching succeeded transactions from multiple accounting sources, calculating weekly variances, and presenting the financial data in a consolidated HTML report.