A professional financial assistant for logging company expenses and generating formatted summary reports synced to Google Drive.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install finance-agent
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install finance-agent using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is finance-agent?
finance-agent is a specialized tool designed for Openclaw Skills that simplifies the process of corporate expense tracking. By providing a structured interface to record expenditures, it ensures that every travel cost, meal, and office supply purchase is documented with precision. The skill focuses on reliability and accessibility, leveraging Google Drive for cloud-based data persistence.
Built with technical efficiency in mind, finance-agent utilizes powerful Python libraries to handle data manipulation and formatting. It serves as a bridge between raw financial entries and professional reporting, making it an ideal choice for developers and teams who need a programmatic way to manage their budget and expenditures within an AI-driven workflow.
finance-agent Use Cases
- Logging new company expenditures including date, category, and amount.
- Generating real-time summary tables to review total spending.
- Exporting financial data for monthly accounting reviews in CSV or Markdown formats.
- Syncing local expense records to a centralized Google Drive folder for team access.
How finance-agent Works
- The user provides expense details such as the date, category, amount, and a brief description.
- The skill processes this information and appends it to a local CSV-based data store.
- Upon successful recording, the skill uses the Google Drive API to synchronize the updated file to the cloud.
- When a report is requested, the skill reads the data and applies Pandas transformations to aggregate information.
- The final output is rendered as a DataFrame, CSV, or Markdown table based on the user's requirements.
finance-agent Setup
To get started with this skill in your Openclaw Skills environment, ensure you have Python 3 installed and configure your API credentials.
# Install required dependencies using uv
uv pip install pandas tabulate
# Configure your Google Drive credentials path
export GDRIVE_CREDENTIALS="path/to/your/credentials.json"
finance-agent Data Schema & Taxonomy
The skill organizes expense data into a standardized CSV format with the following structure:
| Field | Type | Description |
|---|---|---|
| Date | String | The date of the expense (YYYY-MM-DD) |
| Category | String | The type of expense (e.g., Travel, Meals) |
| Amount | Float | The numerical cost of the item |
| Description | String | A detailed note explaining the purchase |
All files are named expense_report.csv by default to maintain consistency across Openclaw Skills integrations.
finance-agent Advanced Features
- Cloud Persistence: Automated synchronization with Google Drive ensures data is never lost.
- Dynamic Reporting: Switch between Markdown for documentation and CSV for spreadsheet analysis with a single command.
- Flexible Data Integration: Returns Pandas DataFrames, allowing for advanced custom analytics and visualization.
- Environment-Aware Configuration: Seamlessly handles credentials via secure environment variables.
SKILL.md
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