ReddRadar
Agent skill
financial-snapshot
Quick view of revenue, expenses, invoicing, and cash flow with key metrics. Triggers on "cash position", "revenue check", "financial overview", "money status".
Install this agent skill to your Project
npx add-skill https://github.com/kbanc85/claudia/tree/main/template-v2/.claude/skills/financial-snapshot
SKILL.md
Financial Snapshot
Quick view of your financial position: revenue, expenses, invoicing, and cash flow.
What to Check
1. Revenue (finances/overview.md)
- This month's revenue
- Month-over-month trend
- Active revenue streams
2. Outstanding (finances/invoicing.md if exists)
- Unpaid invoices
- Overdue amounts
- Upcoming invoices to send
3. Expenses (finances/expenses.md if exists)
- This month's expenses
- Major categories
- Unusual items
4. Cash Flow
- Net position (revenue - expenses)
- Runway or buffer
- Upcoming obligations
Output Format
## Financial Snapshot - [Date]
### This Month: [Month Year]
| Metric | Amount | vs Last Month |
|--------|--------|---------------|
| Revenue | $X | +/-X% |
| Expenses | $X | +/-X% |
| Net | $X | +/-X% |
### Revenue Breakdown
| Source | Amount | Status |
|--------|--------|--------|
| [Client/Stream] | $X | Received / Outstanding |
**Total Received:** $X
**Total Outstanding:** $X
### Outstanding Invoices
| Invoice | Client | Amount | Sent | Due | Status |
|---------|--------|--------|------|-----|--------|
| [#] | [Client] | $X | [Date] | [Date] | Upcoming / Due / Overdue |
**Total Outstanding:** $X
**Overdue:** $X
### Invoices to Send
| Client | Work | Est. Amount | Ready? |
|--------|------|-------------|--------|
| [Client] | [Description] | $X | Yes/No |
### Expenses This Month
| Category | Amount | Notes |
|----------|--------|-------|
| [Category] | $X | |
**Total Expenses:** $X
### Cash Flow Summary
- **Revenue this month:** $X
- **Expenses this month:** $X
- **Net this month:** $X
- **Outstanding receivables:** $X
- **Expected cash in:** $X (next 30 days)
### Alerts
- [Any financial concerns or actions needed]
### Tax Set-Aside (if applicable)
- **Should set aside:** $X (at X% rate)
- **Actually set aside:** $X
- **Next quarterly due:** [Date]
Archetype Variations
Consultant/Solo
Focus on client invoicing, project-based revenue, and utilization-based capacity.
Founder
Include runway calculation, burn rate, and path to next fundraise.
### Runway Check
- **Cash on hand:** $X
- **Monthly burn:** $X
- **Runway:** X months (until [Date])
- **Next milestone before raise:** [What]
Executive
Focus on budget tracking, department spend, and initiative costs if applicable.
Creator
Break down by revenue stream: sponsorships, products, affiliate, etc.
### Revenue by Stream
| Stream | This Month | Last Month | Trend |
|--------|------------|------------|-------|
| Sponsorships | $X | $X | up/flat/down |
| Products | $X | $X | up/flat/down |
| Affiliate | $X | $X | up/flat/down |
Tone
- Numbers-focused, clear
- Highlight concerns prominently
- Actionable recommendations
- No judgment about spending
When to Run
- Weekly or biweekly
- End of month
- Before making financial decisions
- When feeling uncertain about cash position
- Before quarterly tax payments
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