accounting-reports
Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source.
Skill by WellApp-ai
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Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/wellapp-ai-accounting-reports
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Use cases: documents, spreadsheets, finance
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md and code. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/accounting-reports
What's inside
- Skill name
accounting-reports- Description
- Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source. Use when the user asks "show me my P&L", "what does my balance sheet say", "the cash flow statement from QuickBooks", "montre-moi mon compte de résultat" or "mon bilan Pennylane au 30 septembre", or names QuickBooks, Xero or Pennylane for any report, an aged report from QuickBooks included. QuickBooks and Xero reports are stated as the tool returns them; Pennylane shares only its trial balance, so Well computes the totals from it. Do not use it for an aged report that names no tool (that is `accounts-payable-aging` or `accounts-receivable-aging`) or for a cash bridge from the bank feed (that is `cash-flow-waterfall`). Requires a connected QuickBooks, Xero or Pennylane in a Well workspace; guides the user to connect one first.
- License
- PolyForm-Perimeter-1.0.0
- Instructions
- 10 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub
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Compare and alternatives
Featured in
Signals
- Stars
- 8
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Oct 8, 2026 (23 days ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- PolyForm-Perimeter-1.0.0
- Repository
- github.com/WellApp-ai/skills
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
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- 0.617score
bills-due
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Answer "what bills are coming due, and how much do they add up to by date?" using Well's MCP financial graph: every bill the workspace still owes, ordered by…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounting-review
WellApp-ai
Work through the open accounting items of a Well workspace with the member, one category at a time.
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounts-payable-aging
WellApp-ai
Answer "what do I owe my suppliers, and how overdue is it?" using Well's MCP financial graph: every supplier bill still carrying a balance, sorted into aging…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounts-receivable-aging
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Answer "which customers owe us money, and since when?" using Well's MCP financial graph: every outstanding customer invoice bucketed into aging bands…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
avg-burn
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Answer "what is our burn rate?" using Well's MCP financial graph: the trailing average of real monthly outflows, computed here from the workspace's own…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
board-pack
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Assemble the board numbers in one pass using Well's MCP financial graph: cash, burn, runway, recurring revenue, and what is owed on each side, every figure…
SkillAFreshness: A★ 8Claude Code +9
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Cite this page
accounting-reports skill. Agent Mart. https://agentmart.dev/skills/wellapp-ai-accounting-reports (last updated 2026-10-24)