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upload-income-statements

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Load verified income statements into ReturnPro

Finance & Accounting#supabase#data-validation#income-statement#returnpro#csv-upload#financial-audit
Authorclenisa
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Consolidates confirmed income statement CSVs exported from NetSuite into ReturnPro so finance teams have a single source of truth for accuracy audits and comparisons against staged financial data.

Core Features & Use Cases

  • Validated ingestion: Parses CSV rows, validates account codes against the account dimension, and ensures confirmed GL rows are accurate before insertion.
  • Controlled writes: Supports monthly replace-or-upsert behavior so teams can either append or fully replace confirmed month data.
  • Immediate feedback: Runs a quick staged versus confirmed accuracy check and logs activity so analysts can act on data quality issues immediately.

Quick Start

Upload a confirmed NetSuite income statement CSV by running the upload-income-statements command with an absolute file path and the month set to YYYY-MM.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: upload-income-statements
Download link: https://github.com/clenisa/optimal-cli/archive/main.zip#upload-income-statements

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