Starts a founder finance close from Stripe and bank CSV exports – installs the pack's shared scripts, sorts every export file by its exact headers (Stripe invoices, invoice line items, subscriptions, itemized balance transactions, payouts, an FX rates file, bank statements).
Starts a founder finance close from Stripe and bank CSV exports - installs the pack's shared scripts, sorts every export file by its exact headers (Stripe invoices, invoice line items, subscriptions, itemized balance transactions, payouts, an FX rates file, bank statements), reports files it cannot place or exports with two candidates, proposes each bank account's exact column names (single amount or debit/credit pair, balance, status), date format and failed/pending filter, detects exports in minor units (cents), maps every Stripe price id in the invoice lines (kind and interval inferred, ready to confirm), and writes a first finance-contract.json with an intake gate. Use when someone asks "set up our SaaS metrics from Stripe", "here are our Stripe and bank exports", "start the finance close from these CSVs", "build our MRR and runway from the exports", or as the very first step of this pack. Do NOT use when the contract already exists and only needs completing or checking (use finance-contract), for one-off spreadsheet clean-up of a single CSV, or for bookkeeping imports into an accounting system (an accountant; the free finance-accounting-ops pack's month-end-close covers close process).This is the skill's description: the text your AI reads to decide when the skill applies.
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finance-exports-intake/SKILL.md
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name: finance-exports-intake
description: Starts a founder finance close from Stripe and bank CSV exports - installs the pack's shared scripts, sorts every export file by its exact headers (Stripe invoices, invoice line items, subscriptions, itemized balance transactions, payouts, an FX rates file, bank statements), reports files it cannot place or exports with two candidates, proposes each bank account's exact column names (single amount or debit/credit pair, balance, status), date format and failed/pending filter, detects exports in minor units (cents), maps every Stripe price id in the invoice lines (kind and interval inferred, ready to confirm), and writes a first finance-contract.json with an intake gate. Use when someone asks "set up our SaaS metrics from Stripe", "here are our Stripe and bank exports", "start the finance close from these CSVs", "build our MRR and runway from the exports", or as the very first step of this pack. Do NOT use when the contract already exists and only needs completing or checking (use finance-contract), for one-off spreadsheet clean-up of a single CSV, or for bookkeeping imports into an accounting system (an accountant; the free finance-accounting-ops pack's month-end-close covers close process).
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