An automated tool to transform transaction detail logs into standardized, formatted profit statements.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install income-statement-cn
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 income-statement-cn 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 Financial Statement Generator?
The Financial Statement Generator is a specialized utility designed to bridge the gap between raw transaction logs and professional financial reporting. By analyzing detailed Excel sheets, it automatically categorizes entries, applies calculation priorities, and generates a clean, standardized profit statement. This skill is particularly useful for small businesses and developers using Openclaw Skills to automate their monthly accounting workflows.
At its core, the skill focuses on data integrity and presentation. It intelligently handles dynamic row expansion, ensuring that regardless of how many transactions are recorded, the final report remains perfectly formatted. It calculates subtotals for specific categories and determines the final operating profit using pre-defined logical rules.
Financial Statement Generator Use Cases
- Monthly financial closing and automated profit report generation.
- Converting raw bank or internal transaction exports into human-readable accounting statements.
- Organizing income and expenditure by hierarchical project categories (Category 2 and Category 3).
- Calculating real-time operating profits from multiple income streams and expense accounts.
How Financial Statement Generator Works
- The skill scans the designated Openclaw downloads directory for transaction detail files matching the YYYYMM pattern.
- It parses the source Excel data, identifying records where Category 1 matches Income or Expense keywords.
- It applies a value priority logic, preferring the Actual Amount column over the specific Income/Expense columns to ensure data accuracy.
- Data is aggregated into a nested dictionary structure based on two levels of sub-categorization.
- A new Excel workbook is initialized with specific column widths and styling rules (e.g., Microsoft YaHei font, bold headers).
- The script dynamically writes grouped data, calculates subtotals, and injects the final operating profit formula.
- The finalized, formatted report is exported to the local workspace for review.
Financial Statement Generator Setup
To use this financial utility within the Openclaw Skills framework, follow these steps:
# Install the necessary Excel processing library
pip install openpyxl
# Ensure your source file is placed in the correct directory
# Source: ~/.openclaw/qqbot/downloads/FinancialStatement_YYYYMM.xlsx
# Execute the generation script
python create_income_YYYYMM_simple.py
Financial Statement Generator Data Schema & Taxonomy
The skill generates a structured Excel output with the following column specifications:
| Column | Content | Width | Formatting |
|---|---|---|---|
| B | Main Headers (Income/Expense/Profit) | 15 | Bold |
| C | Category 2 (e.g., Workshop, Tutor Fees) | 12 | Standard |
| D | Category 3 (Specific Project Names) | 40 | Standard |
| E | Financial Amounts | 15 | Bold for Totals |
| F | Reserved Empty Column | 40 | N/A |
Note: Row 1 contains a merged title cell (B1:F1) displaying the report period.
Financial Statement Generator Advanced Features
- Dynamic row expansion to handle variable transaction volumes without manual template adjustments.
- Hierarchical data grouping (Category 2 and Category 3) for multi-dimensional financial analysis.
- Smart value prioritization (Occurrence Amount > Specific Column Amount) to handle data entry inconsistencies.
- Automated visual styling including cell merging, specific font assignments, and bolding of key financial indicators.
- Integration-ready file pathing designed specifically for Openclaw Skills local environments.
SKILL.md
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