What problem does it solve? Compiling a monthly board-ready financial report requires pulling P&L, balance sheet, budget, and invoice data from accounting systems, computing ratios and variances, and formatting everything into a consistent executive pack — a repetitive, error-prone manual process. ## Core Features & Use Cases - Five-Step Data Gathering: Executes a defined sequence of acct_* tool calls (P&L, balance sheet, prior-month P&L, BvA via variance.py, customer invoices) to assemble all report inputs. - Formatted Board Report: Produces a standardized report with executive KPI scorecard, P&L breakdown, balance sheet health ratios, BvA variance analysis, and customer concentration risk, delivered to Slack/Telegram and archived to gbrain. - Graceful Degradation: Omits the BvA section when finance/budget.json is missing and falls back to manual generation when the script is unavailable. - Use Case: A finance manager asks for the August 2026 board report; the skill gathers the data, flags any budget lines over 10% variance, checks whether the top client exceeds the 20% concentration threshold, and posts the formatted report to the board channel. ## Quick Start Ask the finance-manager agent to generate the monthly financial performance report for a specific month and year, or invoke the /monthly-board-report slash command.
