Plan Payroll
- 1.1k installs
- 23.3k repo stars
- Updated August 5, 2026
- anthropics/knowledge-work-plugins
Plan payroll skill: cash forecast plus ranked overdue invoice reminders with owner approval gates before payroll.
About
Payroll-confidence pipeline chaining cash-flow-snapshot then invoice-chase with owner approval at each handoff. Parses --horizon (30/60/90) and optional --payroll-date (defaults next Friday). Step 1 forecasts cash with confidence bands and named payroll risks; waits for okay before collections. Step 2 ranks overdue QuickBooks and PayPal invoices, drafts tone-matched reminders as PayPal-send or Mail drafts, and shows projected cash impact if top invoices pay within horizon. Never sends reminders or commits forecasts without explicit owner approval; stops on connector failure with retry/CSV/abort choice.
- Two-step chain: cash-flow-snapshot then invoice-chase
- Configurable forecast horizon and payroll date arguments
- Ranks overdue invoices by amount, lateness, and payment history
- Draft-only reminders until owner explicitly approves send
- Projects cash impact if prioritized invoices collect within horizon
Plan Payroll by the numbers
- 1,147 all-time installs (skills.sh)
- +78 installs in the week ending Aug 5, 2026 (Skillselion tracking)
- Ranked #265 of 2,715 Automation & Workflows skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
plan-payroll capabilities & compatibility
- Capabilities
- forecast payroll cash · flag payroll risks · rank overdue invoices · draft payment reminders · project collection impact
- Use cases
- planning · email · project management
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| Installs | 1.1k |
|---|---|
| repo stars | ★ 23.3k |
| Last updated | August 5, 2026 |
| Repository | anthropics/knowledge-work-plugins ↗ |
Can I run payroll on the target date, and which overdue invoices should I chase to close any gap?
Chain cash-flow forecast and overdue invoice chase so the owner can confidently fund upcoming payroll.
Who is it for?
SMB owners who need payroll confidence backed by forecasted cash and selective invoice collections.
Skip if: Payroll processing/pay runs themselves or unsolicited bulk dunning without owner approval.
When should I use this skill?
User needs payroll confidence, cash forecast before payday, or staged overdue invoice reminders.
What you get
Forecast verdict (covered/gap/risk), approved reminder drafts sent, and updated projected cash position.
- Cash forecast report
- Contractor payment schedule
- Staged PayPal reminder drafts
By the numbers
- Default forecast horizon is 30 days with 60- and 90-day options
- Default payroll date falls on the next Friday when --payroll-date is omitted
Files
Run the payroll-confidence pipeline by chaining two skills. The owner approves at each handoff — never send a reminder or commit a forecast without explicit confirmation.
Parse arguments:
--horizon(default30) — forecast window in days (30, 60, or 90)--payroll-date(optional) — the date payroll runs; defaults to next Friday
Step 1 — Cash forecast (cash-flow-snapshot)
Trigger the cash-flow-snapshot skill workflow: 1. Pull AR, AP, and historical cash timing from QuickBooks, PayPal, Stripe, or Square (whichever are connected). Fall back to CSV upload if no connector is live. 2. Layer in known fixed costs (rent, payroll, recurring vendor charges). 3. Produce a 30/60/90-day forecast (use the requested --horizon) with percentage-variance confidence bands. 4. Flag named risks — e.g., "payroll on May 15 lands $4,200 below your fixed-cost floor at the median forecast." 5. Deliver chat summary + downloadable XLSX. 6. Present to the owner. Wait for explicit "okay, see what we can collect" before Step 2.
If the forecast shows payroll is comfortably covered, ask the owner whether they still want to chase overdue invoices or stop here.
Step 2 — Overdue collection (invoice-chase)
After Step 1 approval, trigger the invoice-chase skill workflow: 1. Pull overdue invoices from QuickBooks and PayPal. 2. Rank by amount × days-late × customer payment history. 3. For each, draft a reminder matched to tone (gentle for good customers, firm for repeat late payers). 4. PayPal-issued invoices queue as PayPal-send drafts; non-PayPal invoices queue as Mail drafts. 5. Present the ranked list with drafted reminders. Show the projected cash impact if a top-N subset gets paid within the horizon — does that close the payroll gap from Step 1? 6. Wait for explicit "send these" per reminder (or batch approval) before pushing.
Approval gates (must hold)
- Never send a reminder without owner approval — drafts only until "send" is given.
- Never commit a forecast as authoritative without owner sign-off.
- If a connector is unreachable (QuickBooks, PayPal, Mail), stop, report which connector failed, and ask whether to retry, fall back to CSV, or abort.
Output
End the run with a one-paragraph recap: forecast verdict (covered / gap / risk), reminders sent and to whom, projected new cash position if reminders convert.
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Pick this over standalone cash-flow skills when you need payroll-specific scheduling and invoice reminder staging in one chained workflow.
FAQ
What skills does plan-payroll chain?
Step 1 triggers cash-flow-snapshot; Step 2 triggers invoice-chase after explicit owner approval to proceed.
Will reminders send automatically?
No. Drafts queue in PayPal-send or Mail until the owner explicitly says send per reminder or batch.
What arguments are supported?
--horizon defaults 30 days (30/60/90 supported); --payroll-date optional, defaulting to next Friday.