financial-overview

TotalClaw 作者 totalclaw v1.0.0

获取企业完整的财务概况,包括余额、最近的交易、未清发票和即将到期的纳税义务。当用户询问其财务状况、仪表板、摘要或“我的业务进展如何?”时使用

安装 / 下载方式

TotalClaw CLI推荐
totalclaw install totalclaw:totalclaw~stanlee000-financial-overview
cURL直接下载,无需登录
curl -fsSL https://skills.taituai.com/api/skills/totalclaw%3Atotalclaw~stanlee000-financial-overview/file -o stanlee000-financial-overview.md
## 概述(中文)

获取企业完整的财务概况,包括余额、最近的交易、未清发票和即将到期的纳税义务。当用户询问其财务状况、仪表板、摘要或“我的业务进展如何?”时使用

## 原文

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

1. **Company details**: Call `get_company_details` to get the business name and context
2. **Current balance**: Call `get_company_balance` to show available funds
3. **Recent transactions**: Call `search_transactions` with a recent date range (last 30 days) to show cash flow
4. **Outstanding invoices**: Call `list_invoices` and highlight unpaid or overdue ones
5. **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.