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accounting-reports

Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source.

Skill by WellApp-ai

IndexedPolyForm-Perimeter-1.0.0★ 8
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Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/wellapp-ai-accounting-reports

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source. Use when the user asks "show me my P&L", "what does my balance sheet say", "the cash flow statement from QuickBooks", "montre-moi mon compte de résultat" or "mon bilan Pennylane au 30 septembre", or names QuickBooks, Xero or Pennylane for any report, an aged report from QuickBooks included. QuickBooks and Xero reports are stated as the tool returns them; Pennylane shares only its trial balance, so Well computes the totals from it. Do not use it for an aged report that names no tool (that is `accounts-payable-aging` or `accounts-receivable-aging`) or for a cash bridge from the bank feed (that is `cash-flow-waterfall`). Requires a connected QuickBooks, Xero or Pennylane in a Well workspace; guides the user to connect one first.

Use cases: documents, spreadsheets, finance

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Permissions

What this skill can do and what it asks for, from its SKILL.md and code. Checked Oct 25, 2026.

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/accounting-reports

What's inside

Skill name
accounting-reports
Description
Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source. Use when the user asks "show me my P&L", "what does my balance sheet say", "the cash flow statement from QuickBooks", "montre-moi mon compte de résultat" or "mon bilan Pennylane au 30 septembre", or names QuickBooks, Xero or Pennylane for any report, an aged report from QuickBooks included. QuickBooks and Xero reports are stated as the tool returns them; Pennylane shares only its trial balance, so Well computes the totals from it. Do not use it for an aged report that names no tool (that is `accounts-payable-aging` or `accounts-receivable-aging`) or for a cash bridge from the bank feed (that is `cash-flow-waterfall`). Requires a connected QuickBooks, Xero or Pennylane in a Well workspace; guides the user to connect one first.
License
PolyForm-Perimeter-1.0.0
Instructions
10 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub

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    Last commit (this folder)
    Oct 8, 2026 (19 days ago)

    From GitHub (fetched Oct 24, 2026).

    Details

    License
    PolyForm-Perimeter-1.0.0
    Repository
    github.com/WellApp-ai/skills
    First seen
    Oct 24, 2026
    Last checked
    Oct 24, 2026
    Source
    GitHubgithub-graphql

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    Cite this page

    accounting-reports skill. Agent Mart. https://agentmart.dev/skills/wellapp-ai-accounting-reports (last updated 2026-10-24)