finance-analytics SKILL.md skillA

finance-analytics from coupler-io/skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add coupler-io/skills/finance-analytics@git:20261021.e36545f

Pins git:20261021.e36545f in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
coupler-io/skills
Path
finance/finance-analytics/SKILL.md
Versions recorded
8
Latest version
git:20261021.e36545f, committed Oct 21, 2026
First version recorded
Jul 23, 2026
Size
14,352 bytes
Repository stars
40
License
MIT

Use this skill when the user wants to analyze financial performance, review P&L health, monitor MRR/ARR, investigate margin or cost trends, build a finance report, check cash flow or runway, or answer questions about their accounting/billing data. Triggers include 'how is revenue trending', 'gross margin', 'MRR breakdown', 'churn impact on ARR', 'why did costs go up', 'operating expenses', 'cash runway', 'P&L review', 'EBITDA', 'cost per acquisition trend', 'pull my QuickBooks numbers'…

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

# Finance Analytics

Shows your P&L, MRR, margins and cash runway, pulled straight from your accounting and billing tools. Finance Analytics is a Coupler.io AI agent skill that works with live data from QuickBooks, Xero, Oracle NetSuite, Stripe, and Sage.

Analyze financial performance using data from Coupler.io dataflows (QuickBooks, Xero, Stripe, NetSuite, Sage, billing systems). This skill guides you through retrieving accounting and revenue data, computing P&L, margin, subscription, and cash metrics, detecting anomalies, and presenting actionable insights a finance lead can act on.

## Step 0: Context Check (Pre-requisite · HARD GATE)

**Before any analysis, confirm the user has a live Coupler.io connection to their finance data.** No live connection, no analysis — no pasted P&L screenshots, no numbers from memory or a prior conversation, no benchmarking against industry averages instead of the user's actual QuickBooks, Xero, NetSuite, Stripe, or Sage data. Unsure counts as no.

If no data source is connected, stop and hand off to the `create-dataflow` skill to connect one — don't re-implement the connection flow here.
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add coupler-io/skills/finance-analytics@sha256:b1ef2f0428afc9c4

The line at the top of this page pins the label git:20261021.e36545f, 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_hc64dpyjvxzbu53z.svg)](https://markdownregistry.com/a/art_hc64dpyjvxzbu53z)

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

Versions

The registry has recorded 8 versions of this file, between Jul 23, 2026 and Oct 21, 2026, about one every 13 days.

versioncommittedcommitsizeaudit
git:20261021.e36545f latest2026-10-21 e36545f 14,352 BA view · diff
git:20261016.23c7ddb2026-10-16 23c7ddb 14,116 BA view · diff
git:20261013.c1f66912026-10-13 c1f6691 11,264 BA view · diff
git:20261012.3a5f5c72026-10-12 3a5f5c7 10,691 BA view · diff
git:20260924.e4ce9b62026-09-24 e4ce9b6 11,110 BA view · diff
git:20260827.ea5b9df2026-08-27 ea5b9df 10,537 BA view · diff
git:20260826.260c8c02026-08-26 260c8c0 10,530 BA view · diff
git:20260723.58d81012026-07-23 58d8101 10,422 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 (14352 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

coupler-io/skills · 40 stars · license MIT · pushed 2026-10-30 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_hc64dpyjvxzbu53z
GET https://markdownregistry.com/api/v1/resolve?ref=coupler-io/skills/finance-analytics
GET https://markdownregistry.com/api/v1/blob/b1ef2f0428afc9c4b349c5296ec90706934e9e1e707b76b30e2e4308200bb3e7

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.

More from coupler-io/skills

platform-rules SKILL.md skill
coupler-io/skills · .agents/skills/platform-rules/SKILL.md · Use this skill to keep the platform rules that Coupler.io skills state as fact current: budget flexibility…
v1.0.0 · audit A · 40 stars
skill-review SKILL.md skill
coupler-io/skills · .agents/skills/skill-review/SKILL.md · Use this skill when reviewing a Coupler.io skill before merge, auditing an existing one, or checking a pack of skills…
v1.2.0 · audit A · 40 stars
create-dataflow SKILL.md skill
coupler-io/skills · capability/create-dataflow/SKILL.md · Use this skill when the user wants to create a new dataflow, set up a new data import, connect a new data source to a…
git:20261021.e36545f · audit A · 40 stars
generate-data-set-context SKILL.md skill
coupler-io/skills · capability/generate-data-set-context/SKILL.md · Use this skill when the user wants to explore a dataset's context, or write or update documentation for the data it…
git:20261021.e36545f · audit A · 40 stars
get-started SKILL.md skill
coupler-io/skills · capability/get-started/SKILL.md · Use this skill when the user's Coupler.io workspace is NEW or EMPTY — no datasets, no credentials — and they want their…
v0.2.0 · audit A · 40 stars
google-ads-custom-gaql SKILL.md skill
coupler-io/skills · capability/google-ads-custom-gaql/SKILL.md · Use this skill when the user needs Google Ads data that no packaged report type carries, or asks for a Custom GAQL…
git:20261021.e36545f · audit A · 40 stars
refine-prompt SKILL.md skill
coupler-io/skills · capability/refine-prompt/SKILL.md · Use this skill when the user's request is vague, incomplete, or poorly structured and needs to be sharpened into a…
git:20261021.e36545f · audit A · 40 stars
report-generation SKILL.md skill
coupler-io/skills · capability/report-generation/SKILL.md · Use this skill to produce a structured business report from analysis output and validate it before delivery — turning…
git:20261021.e36545f · audit A · 40 stars
cin7-reorder-point-and-stock-cover SKILL.md skill
coupler-io/skills · ecommerce/cin7/cin7-reorder-point-and-stock-cover/SKILL.md · Use for "when should we reorder in Cin7", "what's our reorder point for each SKU", "how many weeks of stock do we have…
v1.0.0 · audit A · 40 stars
ecom-analytics SKILL.md skill
coupler-io/skills · ecommerce/ecom-analytics/SKILL.md · Use this skill when the user wants to analyze e-commerce performance, review funnel conversion, investigate AOV or…
git:20261021.e36545f · audit A · 40 stars
gorgias-support-tickets-per-order SKILL.md skill
coupler-io/skills · ecommerce/gorgias/gorgias-support-tickets-per-order/SKILL.md · Use for "how many support tickets per order do we get", "why is our Gorgias volume up", "what are customers contacting…
v1.0.0 · audit B · 40 stars
klaviyo-email-deliverability-check SKILL.md skill
coupler-io/skills · ecommerce/klaviyo/klaviyo-email-deliverability-check/SKILL.md · Use for "is our Klaviyo sending healthy", "are our emails going to spam", "why is our Klaviyo bounce rate up", "which…
v1.0.0 · audit A · 40 stars

Every file in coupler-io/skills

Browse by kind, by grade A, or by owner.