finance-ops SKILL.md skillA

finance-ops from ericosiu/ai-marketing-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add ericosiu/ai-marketing-skills/finance-ops@git:20260331.64d5dd4

Pins git:20260331.64d5dd4 in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
ericosiu/ai-marketing-skills
Path
finance-ops/SKILL.md
Versions recorded
2
Latest version
git:20260331.64d5dd4, committed Mar 31, 2026
First version recorded
Mar 28, 2026
Size
5,538 bytes
Repository stars
3,761
License
MIT

AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build'…

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

## Preamble (runs on skill start)

```bash
# Version check (silent if up to date)
python3 telemetry/version_check.py 2>/dev/null || true

# Telemetry opt-in (first run only, then remembers your choice)
python3 telemetry/telemetry_init.py 2>/dev/null || true
```

> **Privacy:** This skill logs usage locally to `~/.ai-marketing-skills/analytics/`. Remote telemetry is opt-in only. No code, file paths, or repo content is ever collected. See `telemetry/README.md`.

---

# AI Finance Ops

Two tools: CFO Briefing Generator and Codebase Cost Estimator.

---

## Tool 1: CFO Briefing Generator

Generate executive financial summaries from QuickBooks exports.

### Workflow

#### 1. Ingest Files

Place QuickBooks export files (CSV, XLSX, XLS) in a working directory. Accepted report types (any subset works — P&L alone is sufficient):

- **P&L Summary** — Revenue, COGS, expenses, net income (MOST IMPORTANT)
- **P&L by Customer** — Revenue breakdown by client
- **P&L Detail** — Transaction-level detail (XLSX)
- **Balance Sheet** — Assets, liabilities, equity
- **General Ledger** — All account transactions
- **Expenses by Vendor** — Vendor-level expense breakdown
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add ericosiu/ai-marketing-skills/finance-ops@sha256:83dc972a36f4faa2

The line at the top of this page pins the label git:20260331.64d5dd4, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_glwyywylbcatgvbg.svg)](https://markdownregistry.com/a/art_glwyywylbcatgvbg)

3 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 2 versions of this file, between Mar 28, 2026 and Mar 31, 2026, about one every 4 days.

versioncommittedcommitsizeaudit
git:20260331.64d5dd4 latest2026-03-31 64d5dd4 5,538 BA view · diff
git:20260328.a96d0d82026-03-28 a96d0d8 5,067 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (5538 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

ericosiu/ai-marketing-skills · 3,761 stars · license MIT · pushed 2026-10-31 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_glwyywylbcatgvbg
GET https://markdownregistry.com/api/v1/resolve?ref=ericosiu/ai-marketing-skills/finance-ops
GET https://markdownregistry.com/api/v1/blob/83dc972a36f4faa2c2284552324692a75ce5c9ed9d112f478b64a5df6b63ef33

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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Every file in ericosiu/ai-marketing-skills

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