2. Prerequisites
3. Importing the skills
4. Foundation skills
5. Period-close readiness skills
6. Close monitoring and reconciliation skills
7. Cash and working-capital skills
8. Analysis skills
9. Action skills
10. Orchestrator skills
11. Analytics helper skills
12. Download all skills
1. Introduction
The Blitz Report Excel add-in already puts your live Oracle E-Business Suite data one click away in Excel — any report, run directly into your workbook. These Blitz Report skills take the add-in further: instead of picking a report and setting parameters yourself, you describe what you need in plain English — “can we close AP for Jan-26?”, “find duplicate payments”, “who should collections chase this week?” — and the skill drives the add-in end to end, running the right Blitz Reports, reading the results, and building the analysis and dashboards for you.
Each skill is a structured set of instructions that encodes a proven, finance-grade workflow on top of Blitz Report data: which reports to run, the checks to perform, the thresholds to apply, and the deliverable to produce. The library below covers period-close readiness for every module, subledger-to-GL reconciliation, close-process monitoring, duplicate-payment recovery, collections, and payment optimisation — so each analysis follows the same tested method every time rather than being improvised.
The skills run in Microsoft 365 Copilot in Excel and in Claude for Excel, which acts as the conversational front end to the add-in. Every skill on this page is free to download. You import a skill into Claude once, and from then on it is applied automatically whenever your request matches it — no formulas to write and no per-report setup.
2. Prerequisites
- Blitz Report Excel add-in installed and connected to your Oracle EBS environment
- Microsoft 365 Copilot or Claude for Excel enabled in your workbook (see Anthropic’s Claude for Excel page)
- The skills below imported into your Claude account
The foundation skill (br-run-reports) talks to the add-in through its AI interface functions, which handle authentication, report execution, and cell population deterministically — Claude never fabricates data; it reads what the add-in returns from your EBS instance.
3. Importing the skills
- Download the skill zip(s) you want from the tables below, or grab the complete bundle and extract it.
- In Claude, open Settings > Capabilities > Skills and upload the zip. Each zip contains one skill with its instructions — Claude imports one skill per zip.
- Start with br-run-reports — every other skill depends on it for data extraction. The analytics skills additionally read br-analytics-standards, so import that one too.
- Open Excel, connect the Blitz Report add-in to your environment, open Claude for Excel, and ask your question — Claude picks the matching skill automatically.
For Microsoft 365 Copilot, copy the skill folders into Documents\Copilot\Microsoft Excel\Skills in your OneDrive.
4. Foundation skills
These skills are the base layer — import them first.
| Skill | What it does | Download |
|---|---|---|
| br-run-reports | The core skill: finds, runs, and analyzes any Blitz Report in Excel (GL, AP, AR, INV, PO, WIP, FA, HR, and concurrent-program data). Handles report discovery, parameter inspection, lists of values, environment/responsibility selection, and result analysis. Every other skill uses it for data extraction. | br-run-reports.zip |
| br-analytics-standards | Shared performance and coding standards that all analytics skills read at the start of a run, keeping every analysis consistent and fast. | br-analytics-standards.zip |
| br-run-uploads | Creates and updates EBS records from Excel with any Blitz Upload. | br-run-uploads.zip |
| br-report-finder | Finds the Blitz Report that answers a business question. | br-report-finder.zip |
5. Period-close readiness skills
One skill per module. Each extracts the relevant close-exception reports, gives a red/amber/green readiness verdict with the remediation for each blocker, and builds a close-readiness scorecard.
| Skill | What it does | Download |
|---|---|---|
| br-ap-close-readiness | Accounts Payable: summarises the period-close exception blockers by type and tells you what is stopping the AP close. | br-ap-close-readiness.zip |
| br-ar-close-readiness | Accounts Receivable: unaccounted AR transactions, AutoInvoice interface errors, and the AR-to-GL reconciliation. | br-ar-close-readiness.zip |
| br-gl-close-readiness | General Ledger: period statuses, unposted and error journals, and the trial balance. | br-gl-close-readiness.zip |
| br-fa-close-readiness | Fixed Assets: mass-additions backlog, depreciation/reserve status, and the FA-to-GL reconciliation. | br-fa-close-readiness.zip |
| br-inv-cost-close-readiness | Inventory / Costing: pending inventory transactions, missing WIP and receiving accounting, and pending cost adjustments. | br-inv-cost-close-readiness.zip |
| br-ce-recon-readiness | Cash Management: unreconciled bank statement lines and the GL cash reconciliation. | br-ce-recon-readiness.zip |
| br-po-close-readiness | Purchasing: accrual reconciliation, aged uninvoiced receipts and period status. | br-po-close-readiness.zip |
6. Close monitoring and reconciliation skills
| Skill | What it does | Download |
|---|---|---|
| br-close-process-monitor | Monitors the concurrent programs that drive a period close (Create Accounting, Transfer to GL, Cost Manager, Depreciation, Journal Import, AutoInvoice), flags errored, stuck, and long-running jobs, and builds a close-process monitor dashboard. | br-close-process-monitor.zip |
| br-subledger-gl-reconciliation | Ties AP, AR, Inventory, and FA control balances to their GL control accounts, surfacing the variance per subledger with a red/amber/green verdict. | br-subledger-gl-reconciliation.zip |
7. Cash and working-capital skills
| Skill | What it does | Download |
|---|---|---|
| br-ap-holds-analysis | Analyzes AP invoice holds: categorises and ages them, flags anomalies, builds a holds dashboard and identifies the holds to release. | br-ap-holds-analysis.zip |
| br-ap-duplicate-payments | Fuzzy-matches the AP invoice universe for duplicate-entry patterns (same supplier and amount, re-keyed invoice numbers, transposed digits, duplicate vendor masters, cross-operating-unit double entry), separates recoverable from preventable, and builds a ranked recovery worklist with the dollars at risk. | br-ap-duplicate-payments.zip |
| br-ap-payment-optimizer | Optimizes a payment run within a cash constraint: classifies each invoice (capture discount / pay to avoid late fees / defer to due date / priority must-pay), selects the best pay run by discount return, and quantifies the discount dollars captured and the days-payable-outstanding impact. | br-ap-payment-optimizer.zip |
| br-ar-collections-worklist | Builds a prioritized collections worklist: scores each customer by collectible dollars at risk (aging severity), excludes disputed balances, assigns dunning tiers, and drafts the reminder text per tier. | br-ar-collections-worklist.zip |
8. Analysis skills
| Skill | What it does | Download |
|---|---|---|
| br-ap-intelligence | AP dashboard with five payables KPIs and a ranked action summary. | br-ap-intelligence.zip |
| br-ar-credit-risk | Customer credit risk grade and DSO drivers. | br-ar-credit-risk.zip |
| br-supplier-risk-scoring | Ranked supplier risk register. | br-supplier-risk-scoring.zip |
| br-po-match-exceptions | Cause and owner of each 3-way match hold. | br-po-match-exceptions.zip |
| br-inv-exception-triage | Negative on-hand, stuck transactions and pending counts, ranked. | br-inv-exception-triage.zip |
| br-inv-cycle-count-planner | What to count next, by value, velocity and accuracy. | br-inv-cycle-count-planner.zip |
| br-wip-variance-analysis | Stuck and past-due WIP jobs and WIP value. | br-wip-variance-analysis.zip |
| br-audit-trail | Who changed which setup when. | br-audit-trail.zip |
| br-instance-diff | Same report on two environments, with the differences. | br-instance-diff.zip |
9. Action skills
These write to Oracle EBS, only after you confirm.
| Skill | What it does | Download |
|---|---|---|
| br-ap-hold-release | Releases holds through the AP Invoice Hold Upload. | br-ap-hold-release.zip |
| br-ap-duplicate-hold | Holds unpaid suspected duplicates. | br-ap-duplicate-hold.zip |
| br-ap-payment-actions | Pay-run list and holds on deferred invoices. | br-ap-payment-actions.zip |
| br-ar-collections-notes | Logs the collections worklist as collection notes. | br-ar-collections-notes.zip |
| br-ap-invoice-upload | Creates AP invoices from PDFs, images or text. | br-ap-invoice-upload.zip |
| br-gl-account-coder | Proposes account coding from the ledger’s history, optionally posting a correction journal. | br-gl-account-coder.zip |
| br-inv-stock-optimizer | Min/max, reorder point and safety stock, optionally applied. | br-inv-stock-optimizer.zip |
| br-bom-validator | BOM accuracy against actual consumption, optionally corrected. | br-bom-validator.zip |
10. Orchestrator skills
These run several of the skills above in sequence and combine their results into one master deliverable.
| Skill | What it does | Download |
|---|---|---|
| br-month-end-readiness | Runs the per-module readiness checks (AP, AR, Inventory/Costing, FA, GL and Purchasing), the close-process monitor, and the subledger-to-GL reconciliation, then assembles one master scorecard with per-module red/amber/green status, ranked blockers, and the recommended close sequence. | br-month-end-readiness.zip |
| br-cash-working-capital | Runs the duplicate-payment recovery, the collections worklist, and the payment-run optimizer, cross-checks open duplicates against the recommended pay run (so you never pay a duplicate you are about to claw back), and assembles one master scorecard with the total cash opportunity by lever and a combined net-cash-by-week view. | br-cash-working-capital.zip |
11. Analytics helper skills
Generic analysis methods the domain skills draw on. Import them alongside the skills above for the richest results — or use them standalone on any Excel data.
| Skill | What it does | Download |
|---|---|---|
| br-anomaly-detection | Statistical anomaly and outlier detection methods for spreadsheet data. | br-anomaly-detection.zip |
| br-clustering | Clustering algorithms to group similar records (e.g. holds, suppliers, customers). | br-clustering.zip |
| br-forecasting | Time-series forecasting methods for projecting backlogs, balances, and trends. | br-forecasting.zip |
| br-rfm-analysis | Recency-frequency-monetary segmentation for suppliers and customers. | br-rfm-analysis.zip |
| br-data-dashboard | Standards for building clean, consistent Excel dashboards from analysis results. | br-data-dashboard.zip |
12. Download all skills
The complete bundle skills.zip contains all 41 skills as folders. Claude imports one skill per zip, so for Claude download the individual zips from the tables above.
If you have questions about the skills, or ideas for new ones, contact us — we are actively expanding the library.