dr-extract

Official

Extract financial data to Excel.

AuthorDatarails
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the extraction of validated financial data from Datarails Finance OS, saving users significant time and effort in manual data compilation and formatting.

Core Features & Use Cases

  • Comprehensive Financial Extraction: Generates Excel workbooks containing P&L, Balance Sheet, and key KPIs (including ARR).
  • Automated Validation: Includes cross-checks between P&L and KPI tables to ensure data integrity.
  • Use Case: Finance teams can quickly generate monthly P&L reports and quarterly KPI dashboards for board meetings or investor updates directly from their Datarails data.

Quick Start

Extract financial data for the current year into a default output file.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: dr-extract
Download link: https://github.com/Datarails/dr-claude-code-plugins-re/archive/main.zip#dr-extract

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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