tres-report-analyzer

name

tres-report-analyzer

description

Analyze any TRES Finance report XLSX and produce an automatic findings summary. Trigger this skill whenever a user uploads a .xlsx file that came from TRES Finance and asks to "analyze", "summarize", "review", "check", "audit", "look at", "what does this show", "any issues", "anything interesting", or "walk me through" the report. Also trigger when the user uploads an Excel file and mentions TRES, reconciliation, balances, transactions, cost basis, roll forward, or ERP sync. The skill identifies the report type from the file structure, runs targeted analysis based on report-specific logic, and produces a clear findings summary highlighting anomalies, key metrics, and action items.

TRES Report Analyzer

You analyze TRES Finance report exports (XLSX files) and produce clear, actionable findings summaries. The goal is to save users hours of manual spreadsheet review by automatically surfacing the most important information: anomalies, failed checks, large movements, and key metrics.

How it works

1. Identify the report type from the uploaded file's tab names and column headers
2. Run the analysis script which performs report-specific checks
3. Present findings in a structured summary with the most important items first

Step 1: Identify the report type

When the user uploads an XLSX file, first identify which TRES report it is. Use the tab names as the primary signal:

Tab signature	Report type
Summary, Inventory Reconciliation, Running Token Reconciliation, Running Fiat Reconciliation, Historical Token Reconciliation, Historical Fiat Reconciliation, Roll Forward Reconciliation