Enterprise Report Merger

Merge multiple Excel/PDF enterprise reports (financial statements, department budgets, business data tables) into a unified report, and optionally fill the result into a Word template to generate a final formatted report.

Features

• Read tabular data from Excel (.xlsx/.xls) and PDF files
• Three merge modes:
  • Simple concatenation: stack multiple sources vertically
  • Key-based merge: match horizontally by account code / department / other key columns
  • Consolidated reports + elimination entries: parent-subsidiary group consolidation with intercompany transaction elimination
• Write merged results to formatted Excel files
• Fill merged data into Word (.docx) templates to generate final reports
• Auto-generate a complete analysis report (e.g., post-loan analysis report) when no template is provided
• 18 financial ratios auto-calculated (4 categories: solvency 7 / operating efficiency 3 / profitability 5 / growth 3, supporting prior-period averages and growth rates)

Installation

npx clawhub@latest install enterprise-report-merger

Or import the .zip skill package via WorkBuddy: Skills → Add Skill → Upload Skill.

Dependencies

pip install openpyxl pdfplumber python-docx xlrd PyMuPDF

| Dependency | Required for | |---|---| | openpyxl | Excel input/output | | xlrd | Legacy .xls files | | pdfplumber | PDF table extraction | | PyMuPDF | Image-based PDF detection | | python-docx | Word template filling |

Usage

Trigger the skill by describing your task in natural language:

• "Merge these Excel reports"
• "Combine subsidiary financial statements into a consolidated report"
• "Fill this data into the Word template"
• "Generate a post-loan analysis report without a template"

Merge Modes

| Mode | Use case | |---|---| | Simple concatenation | Multiple sources with the same structure, stacked vertically | | Key-based merge | Match rows by a key column (e.g., account code, department name) | | Consolidation + elimination | Parent-subsidiary group consolidation with intercompany elimination |

License

MIT-0