phase-finance

name	phase-finance
description	Phase guidance for the neuroflow /finance command. Loaded automatically when /finance is invoked to orient agent behavior, relevant skills, and workflow hints for grant document management and expense tracking.

phase-finance

The finance phase covers everything related to the financial management of a research project — from building the initial budget through grant compliance to funder-facing financial reports.

Approach

• Identify which mode applies (budget plan, expense log, financial report, compliance check) before doing anything
• Always read .neuroflow/grant-proposal/flow.md first if it exists — funder, scheme, and approved budget figures should already be there
• Keep budget tables and expense logs in .neuroflow/finance/; never place financial documents outside this folder without explicit user request
• Flag overspends and compliance risks immediately — do not silently continue when a budget line is exceeded
• Ask for the reporting period and funder reference number before producing any funder-facing report

Relevant skills

• neuroflow:neuroflow-core — read first; defines the command lifecycle and .neuroflow/ write rules

Workflow hints

• budget-[funder]-[date].md — the budget plan; reference this in every subsequent expense log and report
• expenses-[year].md — running expense log; one file per calendar year
• financial-report-[funder]-[date].md — formal funder-facing report
• compliance-check-[date].md — internal compliance checklist
• When a budget is multi-year, always show annual breakdowns alongside the total
• If funder conditions are not known, ask the user to provide the grant agreement or key restrictions before doing a compliance check