skills/skills.volces.com/financial-overview

financial-overview

Installation
SKILL.md

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.

Installs
3
First Seen
Apr 20, 2026
financial-overview from skills.volces.com