Can I target specific fiscal years or budget scenarios?

Yes, you can use the --year [YYYY] and --scenario [Name] arguments to filter the extraction to specific timeframes and data versions like 'Actuals' or 'Budget'.

How do I fix a 'profile_not_found' error?

This error usually occurs when a client profile hasn't been established. Run the /dr-learn skill first to create or update your local client profile.

What specific financial data can I extract with this skill?

The skill extracts comprehensive P&L data (Revenue, COGS, OpEx), Balance Sheet information, and specific KPIs such as ARR, Net New ARR, Churn, and LTV.

How does the skill handle large datasets that might time out?

The skill includes built-in pagination handling 500 rows per request and automatically refreshes authentication tokens every 20,000 rows to ensure stable extraction.

Datarails Financial Data Extractor

Name: Datarails Financial Data Extractor
Author: Datarails

byDatarails

0•

Analytics & Monitoring

Extracts validated financial data and SaaS metrics from Datarails Finance OS into structured Excel workbooks.

The Datarails Financial Data Extractor is a specialized skill designed to automate the retrieval of complex financial datasets from the Datarails Finance OS. It streamlines the reporting workflow by generating comprehensive Excel workbooks containing P&L statements, Balance Sheets, and critical SaaS KPIs such as ARR, Churn, and LTV. The skill manages technical complexities like API pagination and token refreshing while providing built-in validation checks to ensure data integrity between different financial tables, making it an essential tool for finance teams and analysts.

Key Features

010 GitHub stars

02Supports customizable scenarios and fiscal year filtering via simple CLI arguments

03Handles large-scale data extraction with automatic pagination and token refresh

04Automates SaaS metric extraction including ARR, Net New ARR, and LTV

05Generates multi-sheet Excel workbooks with P&L, Balance Sheet, and KPI data

06Performs cross-check validation between financial statements and KPI tables

Use Cases

01Automating the generation of monthly executive financial reporting packages

02Conducting data integrity audits between general ledger accounts and high-level KPIs

03Exporting validated SaaS metrics for board presentations and investor relations

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add datarails/dr-claude-code-plugins-re extract

For use in Claude.ai and ChatGPT

Key Features

010 GitHub stars

02Supports customizable scenarios and fiscal year filtering via simple CLI arguments

03Handles large-scale data extraction with automatic pagination and token refresh

04Automates SaaS metric extraction including ARR, Net New ARR, and LTV

05Generates multi-sheet Excel workbooks with P&L, Balance Sheet, and KPI data

06Performs cross-check validation between financial statements and KPI tables

Use Cases

01Automating the generation of monthly executive financial reporting packages

02Conducting data integrity audits between general ledger accounts and high-level KPIs

03Exporting validated SaaS metrics for board presentations and investor relations

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add datarails/dr-claude-code-plugins-re extract

For use in Claude.ai and ChatGPT