finance-ops

What problem does it solve?

This Skill removes the guesswork from finance reviews by turning messy QuickBooks exports into an executive-ready CFO briefing, including margin health, anomalies, burn/runway signals, and actionable scenarios.

Core Features & Use Cases

• QuickBooks → executive CFO briefing: Ingests P&L, Balance Sheet, General Ledger, Cash Flow, expenses by vendor, and vendor transaction lists to produce a structured summary with traffic-light (🟢/🟡/🔴) indicators.
• Anomaly detection & operational insights: Highlights notable expense spikes, vendor/subscription bloat, recruiting/owner-related spend, and top customer concentration risk.
• Scenario modeling for next 12 months: Generates base/bull/bear projections to estimate burn, breakeven direction, and the cost/revenue levers implied by the data.
• Codebase cost estimation (optional): Estimates full development effort and cost for a codebase, including organizational overhead and AI ROI analysis.
• Use case: Feed your latest QuickBooks CSV/XLSX exports to identify why margins dropped last month, what costs changed, which vendors drove the movement, and what financial outcome different growth or churn scenarios imply.

Quick Start

Give the AI Codebase the finance-ops skill and run CFO analysis against your QuickBooks export folder so it prints an executive CFO briefing to the terminal.