LaunchKit · 2026
Back to Skills

financial-overview

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices.

0
691 downloads
by @stanlee000

Setup & Installation

openclaw skills install @stanlee000/financial-overview

Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:

npx clawhub install financial-overview

What This Skill Does

Aggregates financial data from Norman Finance into a single snapshot covering current balance, recent transactions, outstanding invoices, and upcoming tax deadlines. Pulls from six API endpoints and formats results in EUR with actionable summaries.

Combines six separate API calls into one structured report, so you don't have to check balance, invoices, and tax status in separate steps.

When to use it

  • Checking account balance before a large business purchase
  • Reviewing income vs expenses at end of month
  • Identifying overdue invoices that need follow-up
  • Checking upcoming VAT filing deadlines
  • Getting a quick financial health snapshot before a client meeting

Example Workflow

Here's how your AI assistant might use this skill in practice.

INPUT

User asks: How is my business doing financially?

AGENT
  1. 1Calls get_company_details to retrieve business name and context
  2. 2Calls get_company_balance to get current available funds in EUR
  3. 3Calls search_transactions with a 30-day date range to summarize income vs expenses
  4. 4Calls list_invoices and flags any unpaid or overdue items with totals
  5. 5Calls get_vat_next_report and get_company_tax_statistics to surface upcoming tax deadlines
OUTPUT

Structured report showing company name, current EUR balance, cash flow summary, overdue invoice list with total owed, upcoming VAT deadline, and recommended next actions

Requirements

Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.

Norman Finance account (norman.finance)