month-heads-up
Run the month-end heads-up. Pull forward-looking cash data and give the owner a clear "here's what the next 30 days look like" picture with specific things to watch.
Parse arguments:
--horizon(default:30) — forecast window in days (30or60)
Step 1 — Current cash position
Using the cash-flow-snapshot skill workflow:
- Pull QuickBooks current cash and receivables balance.
- Pull PayPal settled balance and pending payouts.
- Combine for total available + incoming cash.
Step 2 — Upcoming obligations
- Pull recurring expenses from QuickBooks (payroll, subscriptions, rent/lease) due in the next 30 days.
- Pull any outstanding invoices past due or due within 14 days.
- Flag any payment that would push the balance below a comfortable buffer (default: <$2,000 or owner's QB average monthly expense × 0.5).
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