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Financial Overview

Get a complete financial overview of the business including balance, recent transactions, outstandin

Rating
3.9 (452 reviews)
Downloads
22,132 downloads
Version
1.0.0

Overview

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices.

Complete Documentation

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Provide a comprehensive financial overview by gathering data from multiple sources:

  • Company details: Call get_company_details to get the business name and context
  • Current balance: Call get_company_balance to show available funds
  • Recent transactions: Call search_transactions with a recent date range (last 30 days) to show cash flow
  • Outstanding invoices: Call list_invoices and highlight unpaid or overdue ones
  • Tax status: Call get_vat_next_report to show upcoming tax deadlines and get_company_tax_statistics for the tax overview
Present the information in a clear, structured format:
  • Start with the company name and current balance
  • Show a brief income vs expenses summary from recent transactions
  • List any overdue invoices that need attention
  • Highlight upcoming tax deadlines
  • End with actionable recommendations (e.g., "You have 3 overdue invoices totaling X EUR")
Use EUR currency formatting. Be concise but thorough.

Installation

Terminal bash

openclaw install financial-overview
    
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Tags

#media_and-streaming

Quick Info

Category Content Creation
Model Claude 3.5
Complexity One-Click
Author stanlee000
Last Updated 3/10/2026
🚀
Optimized for
Claude 3.5
🧠

Ready to Install?

Get started with this skill in seconds

openclaw install financial-overview