fin-weekly-report

Consolidating weekly revenue and expenses across Stripe and Omie is done by pulling period-based data from both integrations alongside Evo Academy analytics, normalizing the metrics into a single financial report with variance analysis and cash-flow projections, and saving the HTML output to the workspace.

Tracking weekly MRR and overdue accounts is handled by applying variance analysis and delinquency monitoring to the consolidated Stripe, Omie, and Evo Academy data, classifying financial health using clear thresholds, and generating an HTML report with populated tables and action items.

Generating a cash flow projection for the next 4 weeks is supported by pulling revenue and expense data from Stripe, Omie, and Evo Academy endpoints, computing week-over-week comparisons, and populating an HTML template with the projected financial totals.

Automating weekly financial report generation involves invoking the agent with a command like "financial weekly", which triggers the consolidation of multi-source metrics, variance analysis, and HTML report generation saved directly to workspace/finance/reports/weekly.

Weekly financial reporting requires calling the configured integrations for Stripe and Omie, along with Evo Academy analytics endpoints, using period-based filters to successfully consolidate and normalize the financial data into the final report.