Description
Quarterly-review is an agent skill that writes a quarterly business review narrative for a company, ready to present. It pulls financial performance from QuickBooks, including revenue, cost of goods sold, gross margin, operating expenses and net margin, and checks revenue against PayPal settlements for the same period. It compares the quarter with the one before and with the same quarter last year where that data exists, then calculates revenue growth, the change in margin in points, and the top three revenue categories. A second step covers customer health. The result is a presentation-ready document that the skill can save to Google Drive, OneDrive, the desktop or both. By default it reviews the previous calendar quarter, and you can set another one with the quarter option in the format YYYY-QN. It is part of Anthropic's knowledge-work plugins.…
Highlights
- Covers revenue, margins, expenses and customer health for a quarter
- Cross-checks QuickBooks revenue against PayPal settlements
- Compares with the prior quarter and the same quarter last year
- Saves to Google Drive, OneDrive, desktop or both
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quarterly-review FAQ
What does quarterly-review produce?
A narrative business review for the quarter covering financial performance and customer health, delivered as a presentation-ready PDF or deck.
Which quarter does it cover?
It defaults to the previous calendar quarter. Use the quarter option in YYYY-QN format, for example 2026-Q1, to pick another one.
Where can it save the review?
You can choose Google Drive or OneDrive with the save-to option, the desktop, or both. The default is files.
Who is it for?
Founders, finance leads and operators who need to brief a board or team on a quarter's results.
How do I install it?
Run npx skills add https://github.com/anthropics/knowledge-work-plugins --skill quarterly-review in your terminal.
Is it free?
Yes. The skill is listed as free on skills.sh. It reads data from the accounting and payment accounts you connect.
What security audits has it passed?
skills.sh lists three audits: Gen Agent Trust Hub Pass, Socket Warn and Snyk Pass. A Warn or Fail is worth reading before you install.
What are the best quarterly-review alternatives?
Popular alternatives to quarterly-review include price-check, business-pulse and sales-brief. See all quarterly-review alternatives