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financial-analytics

Build financial data models with reconciliation, control totals, and period-close validation.

1|Updated Mar 6, 2026
Search Tags:#financial#reconciliation#multi-currency#revenue-recognition#saas-metrics#period-close#gl-modeling
One-click install
npx skills add https://github.com/davekim917/bootstrap --skill financial-analytics-davekim917
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analytics
Source: https://github.com/davekim917/bootstrap/tree/main/plugins/domain/skills/financial-analytics
Command: npx skills add https://github.com/davekim917/bootstrap --skill financial-analytics-davekim917

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Financial teams often struggle to build robust financial data models that reconcile against source data, enforce control totals, and support strict period-close validation and audit-ready reporting.

Core Features & Use Cases

  • Reconciliation checks and control-total assertions across GL and subledgers
  • Period-close validation workflows and multi-currency reporting
  • Revenue recognition patterns aligned with ASC 606 / IFRS 15
  • SaaS metrics tracking: ARR, MRR, churn, NRR, LTV, CAC
  • Audit-compliant reporting and SOX-ready controls

Quick Start

Configure your finance data model to run reconciliations, period-close checks, and regulatory reporting validations.

Frequently Asked Questions about financial-analytics

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

FAQPage Schema
How do I build financial data models with reconciliation and period-close validation?▼

Financial data models with reconciliation and period-close validation are built by imposing requirements for reconciliation passes, defined tolerances, fiscal calendar logic, and COA alignment within a testable, standards-compliant framework.

What is the best way to handle revenue recognition patterns aligned with ASC 606 and IFRS 15?▼

Revenue recognition patterns aligned with ASC 606 and IFRS 15 are handled through a framework that supports audit-compliant reporting and SOX-ready controls while enforcing strict period-close validation workflows.

Can I use this framework for multi-currency reporting and SaaS metrics like ARR and MRR?▼

Multi-currency reporting and SaaS metrics tracking for ARR, MRR, churn, NRR, LTV, and CAC are fully supported alongside GL modeling and subledger reconciliation checks.

How do reconciliation checks and control-total assertions work across GL and subledgers?▼

Reconciliation checks and control-total assertions across GL and subledgers work by enforcing defined tolerances and reconciliation passes within a testable financial data modeling framework.

Do I need a specific chart of accounts structure to run period-close validation workflows?▼

Period-close validation workflows require COA alignment and fiscal calendar logic to ensure audit-compliant reporting and SOX-ready controls function correctly within the financial data model.

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