financial-overview
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
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totalclaw install totalclaw:totalclaw~stanlee000-financial-overviewcURL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.