Agent skill · business finance · anthropics
financial-statements
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 looking up GAAP presentation requirements and period-end adjustments.
Why this skill is useful
Provides specific workflows and templates for generating financial statements that include GAAP requirements and variance analysis, which the AI wouldn't reliably generate on its own.
What it needs
Requires data warehouse, erp account access. About 7k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
/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 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-date P&L with prior year YTD comparison period — The period to report (e.g., 2024-12, 2024-Q4, 2024) Workflow 1. Gather Financial Data If ~~erp or ~~data warehouse is connected: Pull trial balance or income statement data for the specified period Pull comparison period data (prior period, prior year, budget/forecast) Pull account hierarchy and groupings for presentation If no data source is connected: Connect ~~erp or ~~data warehouse to pull financial data automatically. You can also paste trial balance data, upload a spreadsheet, or provide income statement data for analysis. Prompt the user to provide: Current period revenue and expense data (by account or category) Comparison period data (prior period, prior year, and/or budget) Any known adjustments or reclassifications 2. Generate Income Statement Present in standard multi-column format: 3. Variance Analysis For each line item, calculate and flag material variances. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/financial-statements