fin-weekly-report

Consolidates weekly revenue and expense data from Stripe and Omie into an HTML report.

Updated Apr 6, 2026
One-click install
npx skills add https://github.com/DavidsonGomes/claude_cowork_workspace --skill fin-weekly-report-davidsongomes
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fin-weekly-report
Source: https://github.com/DavidsonGomes/claude_cowork_workspace/tree/main/.claude/skills/fin-weekly-report
Command: npx skills add https://github.com/DavidsonGomes/claude_cowork_workspace --skill fin-weekly-report-davidsongomes

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill consolidates weekly financial data from Stripe and Omie into a cohesive, ready-to-review report that saves time and reduces errors.

Core Features & Use Cases

  • Data consolidation: Aggregates revenue, expenses, and key metrics (MRR, churn, overdue accounts) from Stripe and Omie.
  • Forecast & analysis: Generates a 4-week cash flow projection and actionable insights.
  • Report generation: Produces an HTML weekly financial report saved to a standardized path and ready for distribution.

Quick Start

Run the fin-weekly-report skill to generate the weekly financial overview for the current period and save it to the reports folder.

Frequently Asked Questions about fin-weekly-report

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

FAQPage Schema
How do I generate a weekly financial report from Stripe and Omie data?

Generate a weekly financial report by consolidating revenue and expense data from Stripe and Omie into a cohesive summary. The Skill computes MRR, churn, overdue invoices, and a 4-week cash flow projection, outputting a ready-to-review HTML report.

What metrics are included in an automated weekly cash flow summary?

An automated weekly cash flow summary includes MRR, churn rate, overdue accounts, and expense variances. It also generates a 4-week cash flow projection and a health badge to support startup and small business decision making.

Can I automate expense tracking and accounts receivable aging analysis for my startup?

Yes, you can automate expense tracking and accounts receivable aging analysis by running the Skill. It consolidates weekly financial data from multiple sources, computes overdue invoices, and produces actionable insights for small businesses.

What's the best way to consolidate weekly revenue and expense data from multiple sources?

Consolidate weekly revenue and expense data by aggregating metrics from Stripe and Omie. The Skill computes variances, analyzes aging accounts, and generates a standardized HTML financial report saved to a designated folder for distribution.

Does this weekly report Skill produce a specific output format for financial summaries?

Yes, the weekly report Skill produces an HTML financial summary saved to a standardized path. This output format is ready for immediate distribution and includes computed metrics, projections, and a financial health badge.

Weekly financial reporting not working for small business cash flow projections?

Weekly financial reporting requires connected Stripe and Omie data sources to compute cash flow projections. Without these data inputs, the Skill cannot aggregate revenue, calculate MRR, or analyze overdue invoices to generate the summary.