Extract Financial Data

SkillDatabases & data

Extract financial data from QuickBooks Online or SEC EDGAR and build the WACCY dataset.

Available today. Use it from your connected AI after setup.

Connect ahel once, and every AI you use reads what you have installed.

Then ask your AI: use the Extract Financial Data skill

What this skill tells your AI

The instructions your AI receives, as published by decisionnerd/waccy in .agents/skills/extract/SKILL.md and read by ahel’s review.

Extract and load financial data from a supported source.

When to Use

  • "Extract my QuickBooks data"
  • "Pull financials from EDGAR for Apple"
  • "Update my financial data"
  • "Sync my accounting data"

Steps

1 — Identify the source

Ask the user which source to extract from if not specified:

  • quickbooks — QuickBooks Online (requires OAuth credentials)
  • edgar — SEC EDGAR (requires a CIK number)

2 — Run extraction

QuickBooks:

waccy extract quickbooks

EDGAR:

waccy extract edgar --option cik=<CIK>

3 — Check result

waccy status

Report the number of records extracted and any unmapped accounts.

4 — Build model

Offer to run /model to build the three-statement model from the extracted data.

Signals

GitHub stars
23
Forks
2
Last commit
Aug 2026
Hacker News mentions
20
Advanced
Catalog kind
skill
Gateway key
extract-decisionnerd
Source
github.com/decisionnerd/waccy