An intelligent financial assistant that automates invoice parsing, multi-company tax header mapping, and reimbursement tracking.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install finance-assistant
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-assistant 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 Assistant?
The Finance Assistant is a highly specialized automation skill designed to manage complex financial tracking across multiple corporate entities and legal tax headers. Built to run on agentic platforms, this tool automates the entire lifecycle of expense management—from receiving raw invoice files (PDF or OFD) and extracting key metadata using PyMuPDF, to mapping expenses back to the correct business units and organizing files systematically. It bridges the gap between chaotic physical receipts, multiple legal entities, and final financial reconciliation.
By leveraging this capability within the ecosystem of Openclaw Skills, developers and business managers can ensure precise tax record compliance. It systematically records both invoiced and non-invoiced expenses, sends proactive weekly reminders via scheduled cron jobs, and keeps stakeholders updated on critical tax filing and reconciliation deadlines without manual intervention.
Finance Assistant Use Cases
- Multi-Entity Corporate Accounting: Seamlessly categorize expenses across various distinct company branches and distinct legal purchasing headers.
- Smart Electronic Invoice Extraction: Extract transaction metadata, amounts, and dates from Chinese digital e-invoices, railway stubs, and transit receipts.
- Proactive Pending Reimbursement Alerts: Prevent financial leakages by flagging and tracking unsubmitted receipts or outstanding company repayments.
- Uninvoiced Expense Tracking: Log immediate business payments that lack immediate invoices, maintaining structured reminders to follow up and retrieve documents later.
- Tax and Compliance Deadline Reminders: Proactively alert stakeholders of quarterly tax filings, bookkeeping audits, and critical regulatory dates.
How Finance Assistant Works
- Invoice File Ingestion: The system monitors or receives invoice documents (PDF, OFD, images) and reads the content programmatically.
- Deterministic Metadata Extraction: Using PyMuPDF, the tool scans the raw text layer of the PDF, explicitly looking for tax registry numbers and corporate names.
- Tax ID to Entity Verification: It cross-references parsed Tax IDs with mapping lists stored inside
references/headers.mdto accurately resolve company assignments. - Structured Archival Storage: Invoices are renamed using standard schema (
YYYY-MM-DD_Summary_Amount.pdf) and moved to dedicated company directories under~/finance/invoices/. - Database Syncing: Logs in
invoices.md,no_invoice.md, orimportant.mdare appended with updated execution states. - Scheduled Cron Reporting: Weekly triggers check for pending items, aggregate records, and generate clear status notifications to report back to the coordinator.
Finance Assistant Setup
To deploy and configure the Finance Assistant in your workflow:
1. Install PyMuPDF Dependency
Configure your python environment with the required parsing toolkit:
pip install pymupdf
2. Standardize Workspace Folders
Initialize the storage system within the user workspace directories:
mkdir -p ~/finance/invoices
mkdir -p ~/finance/references
touch ~/finance/invoices.md ~/finance/no_invoice.md ~/finance/important.md
3. Establish the Mapping Database
Create your tax header mapping reference in ~/finance/references/headers.md:
| Company | Business Scope | Default Header | Tax ID |
|---|---|---|---|
| Company A | Logistics | Company A Logistics Ltd | 91110108MA00XXXXXX |
| Company B | Retail | Company B Commerce Ltd | 91110108MA01YYYYYY |
Finance Assistant Data Schema & Taxonomy
The skill manages localized markdown-based files to store and track system updates, keeping configurations human-readable and version-controlled.
Directory Layout
~/finance/
├── invoices/ ← Invoice directory sorted by short company name
│ ├── Company_A/
│ │ └── YYYY-MM-DD_Departure-Destination_Details_Amount.pdf
│ └── Company_B/
├── references/
│ └── headers.md ← Mapping index relating Tax IDs to legal headers
├── invoices.md ← Ledger for processed and pending invoices
├── no_invoice.md ← Tracker for outstanding expenses lacking invoice slips
└── important.md ← Calendar of high-priority financial deadlines
invoices.md Structure
| Column | Type | Purpose |
|---|---|---|
| Date | String | Date of transaction (YYYY-MM-DD) |
| Amount | String | Value including currency symbol |
| Summary | String | Transaction explanation |
| Company | String | Internal company designation |
| Header | String | Legal entity name shown on the invoice |
| Invoice No | String | Unique identifier parsed from receipt |
| Original File | Link | Markdown file URL to standard repository location |
| Status | String | Reimbursement state (⏳待报销 or ✅已报销) |
| Notes | String | Custom reminders and clearance notifications |
Finance Assistant Advanced Features
- Robust Tax-ID Parsing Algorithm: Avoids common parsing pitfalls in multi-column invoice layouts by executing targeted Tax ID comparisons instead of raw text reading sequence parsing.
- CJK System Compatibility Safeguards: Explicitly specifies
utf-8encoding during file operations to prevent character truncation or encoding bugs when manipulating markdown files containing Chinese text. - Record-Now-Complete-Later Flow: Supports oral recording capabilities where incomplete expense notifications are safely stored and subsequently verified when physical PDFs are submitted.
- Automated Cron Alerts: Implements built-in scheduled tasks every Monday morning to group outstanding items, notify leaders, and increment follow-up alert counters programmatically.
SKILL.md
Loading
Related Openclaw Skills
macOS WeChat Sender
A Python-based automation tool that leverages AppleScript and cliclick to automatically send files, images, videos, and messages via desktop WeChat on macOS.
Mensa Canteen Menu
A zero-config python agent tool that retrieves daily lunch menus from German university canteens via the public OpenMensa API.
Workflow Refactor
A systematic methodology to strip away human-limiting coordination layers and reconstruct complex workflows into highly efficient, AI-assisted end-to-end pipelines.
competitor-change-monitor
An automated competitive intelligence agent that monitors competitor websites, tracks critical updates, and delivers strategic reports directly to your team.
DB Explorer
A database inspection and querying skill that connects to PostgreSQL, MySQL, SQLite, MongoDB, and Redis to check schemas, run queries, and export results.
Alibaba Cloud DDoS Native Protection Intercept Query
A specialized, read-only AI agent skill designed to query, analyze, and troubleshoot network-layer intercept records for Alibaba Cloud DDoS Native Protection (Anti-DDoS Origin).
Featured*
