Analytics and Advisory Intelligence

The previous 17 skills process, file, store, and protect. This skill thinks. It reads across all the data the system has built up and asks: what does this mean? What should the accountant know that they have not thought to ask?

An accountant managing 40 clients cannot spot a VAT liability trend building across one client's 12 months of data while simultaneously processing another client's payroll and preparing a third client's annual tax return. This skill does the cross-sectional, longitudinal reading that busy humans cannot. It surfaces the finding. The accountant decides what to do with it.

This skill is purely advisory. It reads, analyses, and reports. It never takes action, never modifies client records, and never submits anything. Every insight it surfaces is a prompt for human judgement, not a trigger for automated action.

Setup

CODEBLOCK0

No external credentials required. Analyzes financial data from local files to generate trend reports and advisory insights.

Core Philosophy

• - Proactive, Not Reactive: The system already handles reactive work. This skill looks ahead — identifying problems before they become crises and opportunities before they are missed
• Cross-Client Vision: No single-client skill can see patterns that span the portfolio. This skill aggregates anonymised data across clients to detect sector trends, identify outliers, and benchmark clients against peers
• Plain English Findings: Every output is written for accounting assistants. No statistical jargon, no unexplained numbers. Finding + evidence + suggested action
• Confidence-Rated: Every finding carries a confidence level. A pattern with three data points is labelled differently from one with 18. The accountant knows how much weight to give each insight
• Read-Only Always: This skill reads from all data sources but writes only to /data/reports/analytics/. It has no write access to /data/clients/, /data/compliance/, or any operational directory
• Overnight Operation: Heavy analysis runs outside business hours. Lightweight queries run on demand but are bounded by pre-computed daily outputs

OpenClaw Commands

Portfolio-Level Analysis

Client-Level Analysis

Anomaly Detection

Scheduled Reports and Advisory

openclaw analytics morning-advisory --date today
openclaw analytics morning-advisory --date today --high-risk-only
openclaw analytics monthly-report --period 2026-01 --all-clients
openclaw analytics monthly-report --period 2026-01 --format pdf
openclaw analytics quarterly-review --quarter 2026-Q1 --all-clients
openclaw analytics ask --query "which clients have increasing VAT liability over the last 6 months"
openclaw analytics ask --query "which clients are at risk of not meeting their Q2 tax payment"
openclaw analytics ask --query "are there any expense categories that look unusual this month"

Analysis Modules

1. Compliance Risk Scoring

Every client receives a compliance risk score on a 1-10 scale, computed nightly. Feeds the dashboard portfolio view and morning advisory.

CODEBLOCK5

2. Financial Trend Analysis

Reads Skill 15 financial statement outputs across multiple periods to detect directional movement.

CODEBLOCK6

3. Anomaly Detection

Values statistically unusual relative to a client's own history and sector peers.

CODEBLOCK7

4. Cash Flow Forecasting

Projects cash position forward 1-3 months using historical patterns and known upcoming obligations.

CODEBLOCK8

5. Portfolio Intelligence (Cross-Client)

Aggregated across the portfolio. All cross-client aggregation is anonymised.

CODEBLOCK9

Morning Advisory Output Format

Pre-computed overnight. Ready by 08:00. Pulled by conversational assistant (Skill 14).

CODEBLOCK10

File System

CODEBLOCK11

Scheduling

CODEBLOCK12

Integration Points

CODEBLOCK13

Memory Integration (Phase 4 — Skill 19 hooks)

CODEBLOCK14

Error Handling

CODEBLOCK15

Success Metrics

A successful deployment of this skill should achieve:

• - Morning advisory ready every business day before 08:00 Athens time
• Risk scores computed for 100% of active clients nightly
• Anomaly detection surfaces at least one actionable finding per week across the portfolio
• Cash flow forecasts accurate within 15% for the 1-month horizon (measured retrospectively)
• Zero false positives that cause unnecessary client alarm — confidence ratings are accurate
• All findings in plain English that an accounting assistant can act on immediately
• Read-only confirmed — no writes to any operational directory, ever

Remember: This skill is the difference between an accounting system that processes the past and one that helps the firm prepare for the future. The value is not in the data it holds — the value is in what it notices that humans would have missed.