Finance OCR Pro

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name: finance-ocr-pro version: 1.0.6 description: "Use this skill when the user asks to OCR, transcribe, extract, or convert the contents of a scanned PDF, image, or office document into Markdown, HTML, DOCX, or Excel. This workflow sends page images and OCR prompts to a configured OpenAI-compatible VLM endpoint, requires API_KEY, BASE_URL, and VLM_MODEL, and bundles HTML report assets locally so no runtime CDN downloads are needed. It is especially valuable for financial documents and other visually complex materials with dense tables, charts, graphs, and multi-part layouts. Prefer durable background jobs for long-running OCR work." metadata: openclaw: requires: env: - API_KEY - BASE_URL - VLM_MODEL anyBins: - python3 - python primaryEnv: API_KEY

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Finance OCR Pro

Run this skill only after OCR intent from the user.

This skill is especially helpful for financial reports, annual reports, prospectuses, investor presentations, regulatory filings, research reports, and other documents with complicated structure, charts, graphs, tables, and mixed layout elements.

Security And Privacy

Before running OCR, make the operating model clear:

This skill requires three environment variables, all of which must be configured before OCR can run:

- API_KEY (sensitive) -- the API key for authenticating with the VLM endpoint. - BASE_URL -- the base URL of the OpenAI-compatible VLM endpoint. All page images and OCR prompts are transmitted to this URL. - VLM_MODEL -- the vision-capable model identifier. Must support image inputs; text-only models will not work.

OCR sends rendered page images and structured prompts to BASE_URL. This is the primary data-transmission path. Users must verify that the endpoint is trusted before processing sensitive documents.

If the user wants offline or local-only OCR, BASE_URL must point to a local VLM service. Do not run this skill against an external endpoint with sensitive documents unless the provider is trusted.

scripts/ocr_setup.py checks dependencies and creates .env templates, but it never installs Python packages automatically. Users must review and run dependency installation themselves.

HTML report generation uses vendored Mermaid and MathJax files from scripts/vendor/ and does not download frontend assets from a CDN at runtime.

Local subprocess usage is limited to starting the local OCR worker and invoking document-conversion tools such as LibreOffice or osascript. Commands are executed with explicit argument lists rather than shell strings.

Never commit a populated .env file. Use .env.example as a template and keep real credentials local.

Pre-Run Notice

After the user asks for OCR or extraction, give a short notice that includes:

whether BASE_URL is local or remote

which VLM_MODEL will be used

which execution mode will be used

where results will be written

that the skill supports multi-thread OCR and the thread count can be increased when the user's API endpoint, rate limits, and plan support parallel OCR requests

that page images and prompts will be transmitted to the configured endpoint

Proceed automatically unless the user asks to change those defaults.

Defaults To Announce

Running mode: background job by default

Model: VLM_MODEL

Threads: 1

If the user's API endpoint or plan supports safe parallel OCR requests, tell them they can choose a higher thread count.

Result path:

- background: ~/.semantic-ocr/jobs//results/ - synchronous: ocr_output/OCR_/results/

Setup

Use the skill-local virtual environment if present.

macOS/Linux: .venv/bin/python

Windows: .venv/Scripts/python.exe

Fallback: python3 on macOS/Linux, python on Windows

Before running any command, resolve the interpreter and reuse it for the rest of the session:

macOS/Linux: PYTHON="${PYTHON:-$( [ -x .venv/bin/python ] && printf .venv/bin/python || printf python3 )}"

Windows: use .venv\Scripts\python.exe when present, otherwise python

Run:

$PYTHON scripts/ocr_setup.py --check

If setup is incomplete, run:

$PYTHON scripts/ocr_setup.py

Preferred Execution

By default, start a background worker:

$PYTHON scripts/ocrctl.py --json start /path/to/document.pdf

If the provider supports concurrency and the user wants faster OCR, offer a higher thread count such as:

$PYTHON scripts/ocrctl.py --json start -t 4 /path/to/document.pdf

Then inspect progress and outputs:

$PYTHON scripts/ocrctl.py --json status 
$PYTHON scripts/ocrctl.py --json artifacts 
$PYTHON scripts/ocrctl.py --json tail 

Use synchronous mode only when the user explicitly wants inline execution:

$PYTHON scripts/ocr_main.py /path/to/document.pdf

Notes

Inputs: PDF, common office documents, Apple office formats, and images.

Outputs: merged Markdown, HTML review report, DOCX, and Excel.

OCR requires API_KEY, BASE_URL, and VLM_MODEL to be configured before running.

The default page-rendering resolution is 200 DPI.

The skill supports multi-thread OCR. Keep the default at 1 unless the user's API endpoint, rate limits, and plan support concurrent OCR requests.

Sensitive document pages are transmitted to the configured endpoint during OCR unless the endpoint is a local service.

Best suited for financial documents and other visually dense materials with tables, charts, graphs, and complex page structure.

Office-document conversion may require LibreOffice.

OCR extraction by the VLM model may be time-consuming; check the status regularly.

Use the skill-local virtual environment if present.

macOS/Linux: .venv/bin/python

Windows: .venv/Scripts/python.exe

Fallback: python3 on macOS/Linux, python on Windows

Before running any command, resolve the interpreter and reuse it for the rest of the session:

macOS/Linux: PYTHON="${PYTHON:-$( [ -x .venv/bin/python ] && printf .venv/bin/python || printf python3 )}"

Windows: use .venv\Scripts\python.exe when present, otherwise python

Run:

$PYTHON scripts/ocr_setup.py --check

If setup is incomplete, run:

$PYTHON scripts/ocr_setup.py

Inputs: PDF, common office documents, Apple office formats, and images.

Outputs: merged Markdown, HTML review report, DOCX, and Excel.

OCR requires API_KEY, BASE_URL, and VLM_MODEL to be configured before running.

The default page-rendering resolution is 200 DPI.

The skill supports multi-thread OCR. Keep the default at 1 unless the user's API endpoint, rate limits, and plan support concurrent OCR requests.

Sensitive document pages are transmitted to the configured endpoint during OCR unless the endpoint is a local service.

Best suited for financial documents and other visually dense materials with tables, charts, graphs, and complex page structure.

Office-document conversion may require LibreOffice.

OCR extraction by the VLM model may be time-consuming; check the status regularly.