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dazuckdazuck/operator-skills/skills/monthly-financials/SKILL.md

monthly-financials

Skill17 starsChanged 9 months agoMITView on GitHub

Turn your bookkeeper's export into actionable runway insights. Process month-end financials, compare actuals to projections, and generate variance analysis.

The file

We split this skill into the rules it gives an agent

3 rules. About 0 are common, 2 are distinctive, and 1 is very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Use /coach to help analyze the data

    line 33
  2. Distinctive:

    Create a simple projection model in your spreadsheet

    line 34
  3. Distinctive:

    Check back for the generalized version, or watch the repo for updates.

    line 38

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Monthly Financials

Coming Soon

This skill is being generalized for public release. It will help you:

  • Process month-end financial exports from your bookkeeper
  • Aggregate accounts into meaningful categories
  • Compare actuals to your runway projections
  • Generate variance analysis and insights
  • Track burn rate trends over time

What It Will Do

Input: Monthly financials export (Excel/CSV from your bookkeeper)

Output:

  • Categorized spending by department/function
  • Comparison to your budget/projections
  • Variance explanations for significant differences
  • Updated runway calculations
  • Action items for cost management

In the Meantime

For month-end financial processing:

  1. Export your financials from your bookkeeper (Kruze, Pilot, etc.)
  2. Use /coach to help analyze the data
  3. Create a simple projection model in your spreadsheet

When Available

Check back for the generalized version, or watch the repo for updates.

This skill is being adapted from a company-specific implementation. ETA: TBD

Download now (ZIP)

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