Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use wh...
Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use wh...
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete.
I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run.
Call search_transactions for the specified month (or last month if not specified) Identify uncategorized transactions For each batch, suggest categories and let the user confirm Use categorize_transaction to assign the correct bookkeeping category
After all transactions are categorized, verify each one using change_transaction_verification Mark every transaction for the period as verified so the month can be closed If any transaction has missing information (no receipt, unclear category), flag it for the user before verifying Present a count: "X of Y transactions verified for [month]"
Call list_invoices to find invoices from the period Cross-reference with incoming payments in transactions Use link_transaction to match payments to invoices Flag any overdue unpaid invoices and suggest sending reminders via send_invoice_overdue_reminder
Call list_attachments for the period Identify transactions without attached receipts (especially expenses) Remind the user to upload missing receipts with upload_bulk_attachments Use link_attachment_transaction to connect any newly uploaded receipts
Call get_company_tax_statistics for the period overview Call get_vat_next_report to check if a VAT report is due If due, call generate_finanzamt_preview to show the draft Only submit with explicit user confirmation via submit_tax_report
Present a closing summary: Total income and expenses for the month Number of invoices sent vs. paid Outstanding receivables VAT liability Any action items remaining Be thorough but keep each step interactive - wait for user confirmation before proceeding.
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