monthly-financials

You can process monthly financial exports to automatically categorize spending by department and track burn rate. The skill ingests month-end bookkeeper CSV or Excel files to generate structured categorized spending and updated runway calculations.

Variance analysis is generated by comparing actuals from month-end exports against budget projections. The skill automates this by processing raw bookkeeper data to explain variances and provide actionable recommendations for cost-saving.

Yes, you can update runway projections from CSV or Excel financial data. The skill processes these month-end bookkeeper exports to refresh burn-rate tracking and forecast runway based on current categorized spending.

No specific bookkeeping platform is required. The skill processes standard monthly financial exports in CSV or Excel format, making it compatible with any bookkeeper system that can export data into these file formats.

Monthly financials should be exported as CSV or Excel files for automated categorization and runway tracking. The skill ingests these standard month-end bookkeeper exports to produce budget comparisons and structured summaries.

Variance analysis relies on the quality of your raw bookkeeper data and existing budget projections. If the initial CSV or Excel exports lack detailed transaction descriptions, the accuracy of automated categorization and variance explanations may be limited.