Quarterly Review
Pulls your QuickBooks P&L, HubSpot deals, and PayPal settlements for the quarter and turns them into a readable narrative with revenue trends, margin changes, customer health, and a prioritized list of opportunities and risks. Exports as a PDF to Drive, desktop, or both. It's built to replace the manual copy-paste-spreadsheet routine most people do before board meetings or investor updates. The narrative structure is opinionated but sensible: headline, revenue story, margin story, customer story, three opportunities, three risks, and a call to action. Won't auto-send anything, which is the right call. If QuickBooks is down it stops entirely since financials are the foundation.
- skills.sh installs
- 1.4K
- GitHub stars
- 35.3K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add anthropics/knowledge-work-plugins --skill quarterly-review --agent claude-codeInstalls into .claude/skills of the current project.
Files
Pulls your QuickBooks P&L, HubSpot deals, and PayPal settlements for the quarter and turns them into a readable narrative with revenue trends, margin changes, customer health, and a prioritized list of opportunities and risks. Exports as a PDF to Drive, desktop, or both. It's built to replace the manual copy-paste-spreadsheet routine most people do before board meetings or investor updates. The narrative structure is opinionated but sensible: headline, revenue story, margin story, customer story, three opportunities, three risks, and a call to action. Won't auto-send anything, which is the right call. If QuickBooks is down it stops entirely since financials are the foundation.
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- Repository
- github.com/anthropics/knowledge-work-plugins
- Categories
- Git & Pull Requests, Code Review & Quality, Sales & Marketing, Office & Documents
- First seen
- Jul 14, 2026
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