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.

Install to Claude Code

npx -y skills add anthropics/knowledge-work-plugins --skill quarterly-review --agent claude-code