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financial-statements Skill

AI Agent SkillFinancePythonOpen source

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or l Published by anthropics in knowledge-work-plugins.

What is financial-statements Skill?

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or l Published by anthropics in knowledge-work-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.

Trust signal
95/100
Maintenance signal
90/100
Adoption signal
100/100

Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.

Key capabilities

  • Includes SKILL.md support
  • Reusable instructions support
  • Data analysis
  • Data analysis use cases

Technical details

Copy skill directory
  • Install or run with Copy skill directory

When to use financial-statements Skill

  • Use it for data analysis.

Built with

PythonCopy skill directory

Editorial notes

Source

  • Creator: anthropics
  • Repository: anthropics/knowledge-work-plugins
  • Skill file: finance/skills/financial-statements/SKILL.md

What it does

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or l

Skill instructions

/financial-statements If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md. Important: This command assists with financial statement workflows but does not provide financial advice. All statements should be reviewed by qualified financial professionals before use in reporting or filings. Generate financial statements with period-over-period comparison and variance analysis. The workflow below walks through income statement generation; balance sheet and cash flow statement reference formats, GAAP presentation requirements (ASC 220/210/230), and common period-end adjustments are included as supporting reference material. Usage /financial-statements <period-type <period Arguments - period-type — The reporting period type: - monthly — Single month P&L with prior month and prior year month comparison - quarterly — Quarter P&L with prior quarter and prior year quarter comparison - annual — Full year P&L with prior year comparison - ytd — Year-to-da

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Frequently asked questions

What is financial-statements?

financial-statements is a open-source AI agent skill with Copy skill directory. Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis.

Who is financial-statements best for?

financial-statements is best for reusing agent instructions, scripts, and references, data analysis workflows.

How do I install financial-statements?

Install or run financial-statements using Copy skill directory. Check financial-statements for the latest setup command.

Is financial-statements actively maintained?

financial-statements may need a closer maintenance check before production use.

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Forks
2,657
Last commit
9 days ago
Repository age
6 months
License
Apache-2.0

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