financial statements

Actual Agent / Skill files

This complete upstream plugin source package includes this skill, other skills, scripts, references, and bundled connection configuration. Preview files show the current skill and essential package information. External connectors, models, runtime dependencies, and accounts still require official setup; individual workflows are not execution-tested.

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.

Imported source metadata: runtime behavior, costs and compatibility have not been independently verified. Open the official source for current setup instructions.

Requirements

A compatible plugin or Agent Skills client is required; capabilities vary by client.
If connecting business data, check the plugin connectors, account permissions and organization policies first.

Use steps

Open the source documentation and confirm scope, supported clients and prerequisites.
Find the finance plugin in Claude's plugin browser, or follow the repository's Claude Code instructions to install the complete bundle.
Authorize required connections as instructed by the client, start a new session, try an example task and review the output before delivery.

Example

Example prompt: Use the financial-statements workflow with my supplied material. Identify missing information first, then produce a result I can review.

Limitations

Imported from source metadata; not execution-tested in every client.
Copying only SKILL.md can omit connectors, commands, scripts and references; use the publisher’s complete package.

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