datarails-financeos

Plugin datarails-financeos from marketplace datarails-marketplace in Datarails/dr-claude-code-plugins-re. Commands read from the repo's manifest — 20 days ago.

Skills (27)

• dr-anomalies-report

  Detect data anomalies and generate a comprehensive data-quality Excel WORKBOOK from Finance OS tables, computed over the table's ALL-TIME history (use the anomalies skill for a chat-only answer scoped to the latest fiscal year — the two baselines differ by design, so counts won't match). The MCP too

• dr-anomalies

  Detect data anomalies in one Datarails Finance OS table and answer IN CHAT — severity-ranked outliers, duplicates, missing/null rates, rare values — scoped to the latest complete fiscal year. Writes no file (use the anomalies-report skill for an Excel workbook; use the profile skill for unscoped who

• dr-audit

  Generate an audit-support evidence package over FinanceOS data - completeness, reconciliation, mapping-integrity, and substantive-sample checks with a PDF report and Excel evidence workbook. Not a SOX certification - access-control, change-management, and IT-general-control evidence is out of scope.

• dr-dashboard

  Executive KPI dashboard — a ONE-MONTH metrics snapshot for the latest closed month (not real-time; the in-progress month is excluded) — Excel dashboard + single-slide PowerPoint one-pager. For a full-fiscal-year narrative deck use insights; for a year-long analysis workbook use intelligence; for a r

• datarails-excel-agent

  Datarails operations on the OPEN Excel workbook. Use this whenever — in Excel — the user wants to refresh / recalculate / update the Datarails numbers, drill down or break down a cell, add or insert a DR.GET function, create a dynamic range, evaluate or read what a DR.GET cell returns, publish to a

• dr-departments

  Analyze P&L and performance by department. Creates departmental reports and comparative analysis with Excel and PowerPoint outputs.

• dr-drilldown

  Drill down on a cell in the Datarails Excel Add-in to see underlying detail — also the skill to use when the user asks to "explain the variance", "explain this number", "what's driving this", "what's behind this cell", or break a figure into its line items. In a live Excel context (add-in agent brid

• excel-context

  Connector that other Datarails finance skills delegate to for the Excel-context guard / refresh / refresh-after-insert / drill-down patterns — not a response to a direct user request. Centralizes Excel-context detection (is a workbook open with the add-in bridge available?) and the financial-intent

• dr-expense-analysis

  Top expense categories, monthly expense trends, and concentration analysis from real aggregated data. Self-contained — discovers the client's financials table and fields itself, no profile or setup step required.

• dr-extract

  Extract validated financial data from Datarails Finance OS to Excel — a RAW FULL-YEAR export — a 4-sheet workbook (P&L, Balance Sheet, KPIs including SaaS metrics where sourceable from the org's data, and validation checks); no analysis or narrative. For an analyzed workbook use intelligence; for an

• dr-financial-summary

  Quick snapshot of revenue, expenses, gross profit, and margin from real aggregated totals. Self-contained — discovers the client's financials table and fields on its own, no profile or setup step required.

• dr-forecast-variance

  Analyze budget vs forecast vs actual variances. Compares multi-scenario financial data for planning and performance review.

• dr-get-formula

  Generate Excel workbooks with DR.GET formulas that pull live financial data from Datarails. Creates P&L templates, budget models, and variance reports with validated dimension values. Asks which account level to cut the P&L at and which design to use before building. Self-contained — discovers the c

• dr-insights

  Executive-ready insights with trend analysis and visualizations — a FULL-FISCAL-YEAR narrative deck — multi-slide PowerPoint presentation plus a supporting Excel data book. For a one-month KPI snapshot use dashboard; for a 10-sheet analysis workbook (no PowerPoint) use intelligence.

• dr-intelligence

  Comprehensive FP&A financial-analysis intelligence workbook for a FULL FISCAL YEAR — Excel, up to 10 sheets, with ranked auto-detected insights, findings and recommendations, and professional formatting; no PowerPoint. For a one-month KPI snapshot use dashboard; for an executive deck use insights. S

• dr-profile

  Profile Datarails Finance OS table fields — how is a field distributed? Per-field statistics over the table's whole history — ranges, approximate percentiles, null rates, cardinality interpretation, and range-outlier flags — no severity ranking, no period scope. The MCP tools return baseline aggrega

• dr-query

  Query Datarails Finance OS tables with filters. Fetch specific records or page through rows for investigation. The filter API supports value-list AND advanced operators — comparisons, ranges, text matching, null checks, and date ranges all work.

• dr-reconcile

  Whole-period consistency WORKBOOK - run independent-source checks across Finance OS data (cross-endpoint agreement, balance-sheet identity, cross-grain roll-ups, scenario/period integrity). Validates the data pipeline and mappings, not source systems. NOT a per-metric layer comparison - that is the

• report-design-bs-dr-sc-style

  Exact build specs for the official Datarails Balance Sheet - DR SC Style template, one per sheet, covering layout, colours, fonts, column widths, row heights, logos, conditional formats, sparklines and formula patterns. Use when the user wants a balance sheet in the official Datarails look, loaded t

• report-design-cf-dr-sc-style

  Exact build specs for the official Datarails Cash Flow - DR SC Style template, one per sheet, covering layout, colours, fonts, column widths, row heights, logos, conditional formats, sparklines and formula patterns. Use when the user wants a cash flow statement in the official Datarails look, loaded

• report-design-fs-dr-sc-style

  Exact build specs for the official Datarails Financial Statement - Summary DR Style template, one per sheet, covering layout, colours, fonts, column widths, row heights, logos, conditional formats, sparklines and formula patterns. Use when the user wants a one-screen balance sheet or P&L summary in

• report-design-house-style

  Datarails house style for what the official report templates do not cover — charts, extra tabs with no template, and the sheet a drill-down creates. Load it through report-design when you build a chart, a custom tab or a drill-down follow-up in the open workbook with the Excel agent. Not for generat

• report-design-kpi-dr-sc-style

  Exact build specs for the official Datarails KPIs for Dashboard template, one per sheet, covering layout, colours, fonts, column widths, row heights, logos, conditional formats, sparklines and formula patterns. Use when the user explicitly asks for the KPI-card authoring sheets that feed Datarails d

• report-design-pnl-dr-sc-style

  Exact build specs for the official Datarails P&L EBITDA - DR SC Style template, one per sheet, covering layout, colours, fonts, column widths, row heights, logos, conditional formats, sparklines and formula patterns. Use when the user wants a P&L in the official Datarails look (dark navy header band

• report-design

  Router for the exact build specs of the official Datarails report templates in Excel. The official set is the DR SC Style templates from Workspace > Reports > Datarails templates (P&L EBITDA, Balance Sheet, Cash Flow, Financial Statement Summary, KPIs for Dashboard). It tells which template skill to

• dr-revenue-trends

  Revenue trends, growth rates, and composition from real aggregated monthly data. Self-contained — discovers the client's financials table and fields itself, no profile or setup step required.

• dr-tables

  List and explore Datarails Finance OS tables — discover what data is available and view one table's SCHEMA (fields, types, distinct values of a field) to understand its structure. For per-field STATISTICS (ranges, percentiles, null rates, cardinality) use the profile skill. Works with or without an

Slash commands (4)

• /datarails-financeos:budget-comparison

  Compare actual results to budget - see where you're over or under plan using complete aggregated data

• /datarails-financeos:data-check

  Check your financial data for quality issues - missing values, anomalies, and inconsistencies

• /datarails-financeos:explore-tables

  Explore what data is available in your Datarails account — server-side catalog via the MCP connector; correct even while a workbook is open in Excel.

• /datarails-financeos:test-api

  Test API field compatibility and performance - discover which fields work with aggregation and report the compatibility map

MCP servers (1)

• datarails-finance-os

  connects to: https://mcp.datarails.com/mcp

Similar plugins