Finance Automation

# Finance Automation

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Install skill "Finance Automation" with this command: npx skills add chloepark85/finance-automation

Finance Automation

Automate payments, invoices, expenses, and financial reports.

Features

  • Payments: Real-time payment recording via Stripe/Lemon Squeezy webhooks
  • Invoices: CRUD with auto-numbering, tax calculation, send/paid status management
  • Expenses: Submit, approve, reject expenses with category analytics
  • Reports: Daily/monthly revenue, MRR, profit reports
  • Notifications: Real-time Telegram alerts

Quick Start

cd finance-automation
cp .env.example .env
# Edit .env with your API keys
npm install
npm run db:init
npm run dev

API Endpoints

POST   /api/invoices              Create invoice
GET    /api/invoices              List invoices
POST   /api/invoices/:id/send     Send invoice
POST   /api/invoices/:id/mark-paid Mark as paid

POST   /api/expenses              Add expense
POST   /api/expenses/:id/approve  Approve expense
POST   /api/expenses/:id/reject   Reject expense

GET    /api/reports/daily          Daily revenue + expenses
GET    /api/reports/monthly        Monthly report
GET    /api/reports/summary        Period summary
GET    /api/reports/mrr            Monthly Recurring Revenue
GET    /api/reports/profit         Profit report

Requirements

  • Node.js >= 18
  • SQLite3 (default) or PostgreSQL
  • Stripe account (for payment webhooks)

Tags

finance, payment, invoice, expense, report, stripe, automation

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