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Cash Flow Snapshot

Category: General  ·  Sub-category: integrations  ·  Last updated:
type:integration
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.

From the source SKILL.md

Produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a two-part output: a concise chat summary and a downloadable XLSX workbook.

What this skill does

Cash Flow Snapshot is a community-contributed Claude Code skill in the integrations sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/cash-flow-snapshot/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.

Who uses this skill

The Cash Flow Snapshot Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 70,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/cash-flow-snapshot
curl -L https://claudskills.com/skills/cash-flow-snapshot/SKILL.md \
  -o ~/.claude/skills/cash-flow-snapshot/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/cash-flow-snapshot/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/cash-flow-snapshot/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\cash-flow-snapshot\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
anthropics. (2026). Cash Flow Snapshot [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/cash-flow-snapshot/
BibTeX
@misc{cash-flow-snapshot-2026,
  author    = {anthropics},
  title     = {Cash Flow Snapshot [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/cash-flow-snapshot/}
}

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