Skill audit report
fee-billing Audit report.
Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the user asks about tiered or breakpoint fee schedules, billing cycle configuration, AUM valuation for billing, direct-debit vs invoice collection, GAAP revenue recognition for fees, ADV Part 2A or Reg BI fee disclosure, diagnosing billing exceptions or refunds, migrating from spreadsheet billing to automated systems, or forecasting advisory revenue. Also trigger when users mention 'fee calculation', 'billing engine', 'effective fee rate', 'household billing aggregation', 'mid-period adjustment', 'billing in advance vs arrears', 'fee compression', or 'ERISA 408(b)(2)'.
OpenAgentSkill Trust Score
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
INFO76
4mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
PASS86
Metadata includes enough usage and workflow context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill fee-billing
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/fee-billing
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install and adoption review
Install path
92
npx skills add JoelLewis/finance_skills --skill fee-billing
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/fee-billing
License
86
MIT
Maintenance
76
4mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
86
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Warnings
- Financial research output is not financial advice; require human review before any live investment decision
- Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required
- Financial research output is not financial advice; require human review before any live investment decision.
- This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.
- Quality score needs review
- Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
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