financial-statements

Name: financial-statements
Author: anthropics

3.2kinstalls2.7kforks

How to install financial-statements?

anthropics/knowledge-work-plugins/financial-statements

$npx -y skills add anthropics/knowledge-work-plugins --skill financial-statements

Installs into the current project.

Summary

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 finan

Files · 1

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SKILL.md

1	# /financial-statements
2
3	> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).
4
5	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.
6
7	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.
8
9	## Usage
10
11	```
12	/financial-statements <period-type> <period>
13	```
14
15	### Arguments
16
17	- `period-type` — The reporting period type:
18	- `monthly` — Single month P&L with prior month and prior year month comparison
19	- `quarterly` — Quarter P&L with prior quarter and prior year quarter comparison
20	- `annual` — Full year P&L with prior year comparison
21	- `ytd` — Year-to-date P&L with prior year YTD comparison
22	- `period` — The period to report (e.g., `2024-12`, `2024-Q4`, `2024`)
23
24	## Workflow
25
26	### 1. Gather Financial Data
27
28	If ~~erp or ~~data warehouse is connected:
29	- Pull trial balance or income statement data for the specified period
30	- Pull comparison period data (prior period, prior year, budget/forecast)
31	- Pull account hierarchy and groupings for presentation
32
33	If no data source is connected:
34	> 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.
35
36	Prompt the user to provide:
37	- Current period revenue and expense data (by account or category)
38	- Comparison period data (prior period, prior year, and/or budget)
39	- Any known adjustments or reclassifications
40
41	### 2. Generate Income Statement
42
43	Present in standard multi-column format:
44
45	```
46	INCOME STATEMENT
47	Period: [Period description]
48	(in thousands, unless otherwise noted)
49
50	Current Prior Variance Variance Budget Budget
51	Period Period ($) (%) Amount Var ($)
52	-------- -------- -------- -------- -------- --------
53	REVENUE
54	Product revenue $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
55	Service revenue $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
56	Other revenue $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
57	-------- -------- -------- -------- --------
58	TOTAL REVENUE $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
59
60	COST OF REVENUE
61	[Cost items] $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
62	-------- -------- -------- -------- --------
63	GROSS PROFIT $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
64	Gross Margin XX.X% XX.X%
65
66	OPERATING EXPENSES
67	Research & development $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
68	Sales & marketing $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
69	General & administrative $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
70	-------- -------- -------- -------- --------
71	TOTAL OPERATING EXPENSES $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
72
73	OPERATING INCOME (LOSS) $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
74	Operating Margin XX.X% XX.X%
75
76	OTHER INCOME (EXPENSE)
77	Interest income $XX,XXX $XX,XXX $X,XXX X.X%
78	Interest expense ($XX,XXX) ($XX,XXX) $X,XXX X.X%
79	Other, net $XX,XXX $XX,XXX $X,XXX X.X%
80	-------- -------- --------
81	TOTAL OTHER INCOME (EXPENSE) $XX,XXX $XX,XXX $X,XXX X.X%
82
83	INCOME BEFORE TAXES $XX,XXX $XX,XXX $X,XXX X.X%
84	Income tax expense $XX,XXX $XX,XXX $X,XXX X.X%
85	-------- -------- --------
86
87	NET INCOME (LOSS) $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
88	Net Margin XX.X% XX.X%
89	```
90
91	### 3. Variance Analysis
92
93	For each line item, calculate and flag mate

anthropicsPublisher · 151 listings

Preview

anthropics/knowledge-work-plugins

# /financial-statements

> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).

**Important**: This command assists with financial statement workflows but does not provide financial advice. All statements should be reviewed by qualified fin

Generate financial statements with period-over-period comparison and variance analysis. The workflow below walks through income statement generation; balance sh

Repoanthropics/knowledge-work-plugins

LicenseApache-2.0

TypeSkills

CategoryFinance

UpdatedJul 2026

Repo stars23k

First seenJul 22, 2026

People who liked this also viewed

6 picks

Type

financial-statements

3.2kinstalls2.7kforks

View on GitHub

How to install financial-statements?

anthropics/knowledge-work-plugins/financial-statements

$npx -y skills add anthropics/knowledge-work-plugins --skill financial-statements

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# /financial-statements
2
3	> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).
4
5	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.
6
7	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.
8
9	## Usage
10
11	```
12	/financial-statements <period-type> <period>
13	```
14
15	### Arguments
16
17	- `period-type` — The reporting period type:
18	- `monthly` — Single month P&L with prior month and prior year month comparison
19	- `quarterly` — Quarter P&L with prior quarter and prior year quarter comparison
20	- `annual` — Full year P&L with prior year comparison
21	- `ytd` — Year-to-date P&L with prior year YTD comparison
22	- `period` — The period to report (e.g., `2024-12`, `2024-Q4`, `2024`)
23
24	## Workflow
25
26	### 1. Gather Financial Data
27
28	If ~~erp or ~~data warehouse is connected:
29	- Pull trial balance or income statement data for the specified period
30	- Pull comparison period data (prior period, prior year, budget/forecast)
31	- Pull account hierarchy and groupings for presentation
32
33	If no data source is connected:
34	> 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.
35
36	Prompt the user to provide:
37	- Current period revenue and expense data (by account or category)
38	- Comparison period data (prior period, prior year, and/or budget)
39	- Any known adjustments or reclassifications
40
41	### 2. Generate Income Statement
42
43	Present in standard multi-column format:
44
45	```
46	INCOME STATEMENT
47	Period: [Period description]
48	(in thousands, unless otherwise noted)
49
50	Current Prior Variance Variance Budget Budget
51	Period Period ($) (%) Amount Var ($)
52	-------- -------- -------- -------- -------- --------
53	REVENUE
54	Product revenue $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
55	Service revenue $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
56	Other revenue $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
57	-------- -------- -------- -------- --------
58	TOTAL REVENUE $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
59
60	COST OF REVENUE
61	[Cost items] $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
62	-------- -------- -------- -------- --------
63	GROSS PROFIT $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
64	Gross Margin XX.X% XX.X%
65
66	OPERATING EXPENSES
67	Research & development $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
68	Sales & marketing $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
69	General & administrative $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
70	-------- -------- -------- -------- --------
71	TOTAL OPERATING EXPENSES $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
72
73	OPERATING INCOME (LOSS) $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
74	Operating Margin XX.X% XX.X%
75
76	OTHER INCOME (EXPENSE)
77	Interest income $XX,XXX $XX,XXX $X,XXX X.X%
78	Interest expense ($XX,XXX) ($XX,XXX) $X,XXX X.X%
79	Other, net $XX,XXX $XX,XXX $X,XXX X.X%
80	-------- -------- --------
81	TOTAL OTHER INCOME (EXPENSE) $XX,XXX $XX,XXX $X,XXX X.X%
82
83	INCOME BEFORE TAXES $XX,XXX $XX,XXX $X,XXX X.X%
84	Income tax expense $XX,XXX $XX,XXX $X,XXX X.X%
85	-------- -------- --------
86
87	NET INCOME (LOSS) $XX,XXX $XX,XXX $X,XXX X.X% $XX,XXX $X,XXX
88	Net Margin XX.X% XX.X%
89	```
90
91	### 3. Variance Analysis
92
93	For each line item, calculate and flag mate

anthropicsPublisher · 151 listings

Preview

anthropics/knowledge-work-plugins

# /financial-statements

> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).

**Important**: This command assists with financial statement workflows but does not provide financial advice. All statements should be reviewed by qualified fin

Generate financial statements with period-over-period comparison and variance analysis. The workflow below walks through income statement generation; balance sh

Repoanthropics/knowledge-work-plugins

LicenseApache-2.0

TypeSkills

CategoryFinance

UpdatedJul 2026

Repo stars23k

First seenJul 22, 2026

People who liked this also viewed

6 picks

Type