officeimpresso-financial-snapshot
CommunityInstantly snapshot legacy financial health
Finance & Accounting#financial analysis#anonymization#delinquency#firebird#snapshot reporting#multi-client comparison
Authorwagnerra23
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill eliminates manual Firebird querying and spreadsheet wrangling by producing a consistent, read-only financial snapshot for each OfficeImpresso (WR Sistemas legacy) client.
Core Features & Use Cases
- 4-quadrants financial snapshot: generates a structured report for receivables/received and payables/paid, split by active/inactive, including delinquency insights.
- Multi-client comparison: supports consolidating results across multiple clients for pre-sales discovery and migration audit planning.
- Anonimized markdown outputs: exports markdown reports with anonymized company names to safely share findings.
Quick Start
Ask for a legacy client analysis by saying: "Run officeimpresso-financial-snapshot for the client Martinho and return an anonymized financial report with alerts."
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: officeimpresso-financial-snapshot Download link: https://github.com/wagnerra23/oimpresso.com/archive/main.zip#officeimpresso-financial-snapshot Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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