An AI coding agent skill designed to automate the extraction, cross-verification, and compilation of monthly financial statements into Feishu analysis templates for specific corporate entities.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install monthly-report-analysis
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 monthly-report-analysis 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 Monthly Report Analysis?
The monthly financial report analysis skill automates complex accounting workflows for Openclaw Skills users. It specifically targets corporate financial analysis by ingesting raw ledger details (such as chronological accounts and balance sheets) and compiling the three major financial statements: income statement, balance sheet, and cash flow statement.
By systematically verifying data integrity through trial balances and period-over-period changes, this skill ensures technical accuracy before modifying live documents. It features deep integration with cloud-based collaboration tools like Feishu to update reports directly, avoiding spreadsheet anomalies by adhering to strict column-writing rules.
Monthly Report Analysis Use Cases
- Processing monthly corporate financial closings and ledger reports automatically.
- Generating standard three-statement financial reporting packages from raw accounting records.
- Synchronizing validated financial metrics into cloud-hosted Feishu documentation templates.
- Creating multi-entity comparative analysis summaries with structured MoM and YoY calculations.
How Monthly Report Analysis Works
- Identify Entity Context: Scans user input for keywords to determine the reporting entity and its unique consolidation rules (e.g., handling specific multi-entity integrations or intercompany support fees).
- Fetch Source Data: Pulls raw chronological ledgers, cash flow sheets, or balance trial reports from designated Feishu cloud folders.
- Extract and Validate: Parses financial data, checks for debit/credit trial balance parity, and cross-references multi-document data points to guarantee mathematical integrity.
- Compile Financial Statements: Builds standard Income, Balance Sheet, and Cash Flow metrics following precise line item layouts, ensuring calculated formula cells remain untouched.
- Sync with Feishu Templates: Executes targeted data column writes to specified cloud sheets while clearing legacy data fields safely.
- Generate Summary Report: Produces a clean, concise financial summary containing standard textual analysis templates without showing intermediate thought processes.
Monthly Report Analysis Setup
To integrate this skill into your local workspace setup, add the tracking dependencies to your configuration folder:
mkdir -p memory/
cp pathways/hainan_tech_rules.md memory/海南科技月度报表分析流程.md
cp pathways/suzhou_oq_rules.md memory/苏州喔噻月度报表分析流程.md
Monthly Report Analysis Data Schema & Taxonomy
The skill manages its data and mapping dependencies using localized configuration blueprints to guide ledger extraction:
| File Path | Purpose | Key Metadata Content |
|---|---|---|
memory/海南科技月度报表分析流程.md |
Consolidated Path Mapping | Account mapping rules, group expense handling, Feishu target sheet IDs. |
memory/苏州喔噻月度报表分析流程.md |
Single-Entity Blueprint | Intercompany service fee tracking, zero-cost operating structures, template column definitions. |
Monthly Report Analysis Advanced Features
- Cross-Validation Trial Balancing: Automatically flags imbalances between overall debits and credits before committing data edits.
- Strict Formula Shielding: Uses localized column configurations to selectively update hard values while protecting downstream spreadsheet formulas.
- Multi-Entity Routing: Dynamic mapping parameters adapt formatting and cost-accounting calculations based on the identified subsidiary.
- Automated Textual Summarization: Outputs standardized executive commentary localized precisely to pre-configured formats with 1-decimal precision.
SKILL.md
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