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financial-analysis

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Analyze business financials from a QuickBooks CSV export. Identifies cost categories, drills down on areas to cut costs, flags low-margin jobs, and spots revenue opportunities. CSV import now, QuickBooks API wiring optional later. Designed for small business owners who don't read spreadsheets — agent translates the numbers into plain English.

skills/financial-analysis/SKILL.md

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Sep 11, 2026
License
MIT

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# Financial Analysis Skill

## Overview
Takes a QuickBooks CSV export (Profit & Loss, Transaction List, or Sales by Item)
and produces a plain-English financial analysis for a non-technical business owner.
The agent identifies cost categories, flags problem areas, and suggests specific
actions — all delivered in Telegram as a readable summary, not a spreadsheet.

**Two modes:**
1. **CSV import** (works now) — owner exports from QuickBooks, sends to agent
2. **QuickBooks API** (optional) — agent pulls financials directly (requires
   `quickbooks-online` skill to be wired with OAuth tokens)

## When to Use
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