Skill

monthly-financials

Processes bookkeeper Excel/CSV exports into categorized spending, budget comparisons, variance analysis, runway calculations, and burn rate trends. Useful for month-end financial reviews.

automation

data-engineering

npx claudepluginhub dazuck/operator-skills --plugin operator-skills

Tool Access

This skill uses the workspace's default tool permissions.

Preview

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

SKILL.md

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Stars14

Forks2

Last CommitJan 15, 2026

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Share bugs, ideas, or general feedback.

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:

Export your financials from your bookkeeper (Kruze, Pilot, etc.)

Use /coach to help analyze the data

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