Works with the AI tools you already use

    CClaude CodeCCursorCCodex CLIGGitHub CopilotGGemini CLI+17 more

    Protocol_Method — SMB Monthly Reporting

    1

    Transforms fragmented SMB financial exports into reconciled, audit-ready monthly management reports.

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    See it in action

    You say

    I have three messy CSVs for sales, expenses, and bank transactions from the last 6 months. Dates are inconsistent and there might be duplicates. Can you generate a management report?

    Your agent does

    Reconciliation complete: Normalized 3 date formats, removed 2 duplicate sales entries, and flagged a 10x expense outlier in March. Report Summary: Revenue is up 12% vs M-1, but DSO increased by 5 days. Recommendation: Review payment terms for top 3 clients by EOM to stabilize cash flow.

    What you get

    Reconcile inconsistent date formats and headers across multiple finance CSVs.Identify and flag duplicate entries or erroneous outliers in accounting exports.Calculate DSO and cash flow risks to predict liquidity gaps.Draft executive-ready management reports with data-driven recommendations.

    About this skill

    smb
    reporting
    finance
    management
    cash-flow
    business-intelligence

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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