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phase-finance

The finance phase covers everything related to the financial management of a research project — from building the initial budget through grant compliance to funder-facing financial reports.

Approach

  • Identify which mode applies (budget plan, expense log, financial report, compliance check) before doing anything
  • Always read .neuroflow/grant-proposal/flow.md first if it exists — funder, scheme, and approved budget figures should already be there
  • Keep budget tables and expense logs in .neuroflow/finance/; never place financial documents outside this folder without explicit user request
  • Flag overspends and compliance risks immediately — do not silently continue when a budget line is exceeded
  • Ask for the reporting period and funder reference number before producing any funder-facing report

Relevant skills

  • neuroflow:neuroflow-core — read first; defines the command lifecycle and .neuroflow/ write rules

Workflow hints

  • budget-[funder]-[date].md — the budget plan; reference this in every subsequent expense log and report
  • expenses-[year].md — running expense log; one file per calendar year
  • financial-report-[funder]-[date].md — formal funder-facing report
  • compliance-check-[date].md — internal compliance checklist
  • When a budget is multi-year, always show annual breakdowns alongside the total
  • If funder conditions are not known, ask the user to provide the grant agreement or key restrictions before doing a compliance check