A powerful automation skill for recording, translating, and validating financial statement data within localized memory files.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install finance-statements
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-statements 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 Statements Skill?
The Finance Statements skill is a specialized tool designed to streamline the process of maintaining long-term financial records. By integrating directly with Openclaw Skills, it allows users to provide raw text or PDF-extracted content from bank and credit card statements which the agent then parses into structured Markdown files. This skill ensures that your financial history is preserved in a human-readable format, making it easier to audit and reference your spending habits over time.
Beyond simple data entry, this skill acts as a financial assistant by maintaining consistency across all your tracking documents. It handles complex tasks like merchant description shortening, multi-currency support, and Chinese-to-English translation while maintaining a strict file naming convention. This ensures that using Openclaw Skills for your financial management results in a clean, professional, and accurate ledger.
Finance Statements Skill Use Cases
- Recording monthly credit card or bank statements from PDF text or copy-pasted content.
- Translating foreign language financial statements (specifically Chinese) into English-ready tracking files.
- Creating new, standardized tracking templates for new bank accounts or insurance providers.
- Auditing statement arithmetic to ensure transaction totals match reported balances.
- Maintaining an organized archive of financial history in the memory/finance/ directory.
How Finance Statements Skill Works
- Scan the memory/finance/ directory to identify or create the appropriate statement tracking file based on the bank, holder, and account type.
- Analyze the existing file structure to ensure the new data matches current table headers and formatting conventions.
- Parse the provided statement content, extracting the statement period, account details, and all individual line-item transactions.
- Append the data in chronological order, adding both a summary row to the period index and a detailed transaction table.
- Perform an independent math validation check (Previous Balance + Debits - Credits = New Balance) to verify accuracy before finalizing the update.
Finance Statements Skill Setup
To begin using this skill within Openclaw Skills, ensure your environment has the necessary directory structure for financial tracking.
# Create the required finance memory directory
mkdir -p memory/finance/
# The skill will automatically look for or create files matching:
# {bank}-{holder}-{type}-{accountid}-statements.md
Finance Statements Skill Data Schema & Taxonomy
The skill organizes data within Markdown files located in memory/finance/. Each file follows a specific taxonomy to ensure compatibility across different Openclaw Skills workflows.
| Section | Description |
|---|---|
| Period Index | A summary table at the top of the file containing date ranges and balance summaries. |
| Period Summary | A breakdown of payments, purchases, interest, fees, and rewards for a specific month. |
| Transactions Table | A structured Markdown table listing date, description (shortened), and amount for every line item. |
| Metadata | The skill tracks source file paths (e.g., PDF names) to maintain a chain of custody for the data. |
Finance Statements Skill Advanced Features
- Page-by-page processing mode for handling exceptionally long statements incrementally without losing agent context.
- Automatic translation and normalization of Chinese financial terms and merchant names into English.
- Intelligent merchant description cleaning to remove transaction noise (e.g., store IDs or terminal numbers) while preserving the brand name.
- Comprehensive arithmetic auditing that flags discrepancies down to the cent, ensuring the integrity of your Openclaw Skills data.
- Structural template replication allowing users to clone the format of one bank statement file for use with a different financial institution.
SKILL.md
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