mcpField

Financial Reporter

github.com/eddiebe147Data & databases49 installs
Repository

About Financial Reporter

Financial Reporter is a skill for preparing business financial reports, including P&L statements, balance sheets, and cash flow statements. It guides users through calculations and variance or ratio analysis.

Key features

  1. 01P&L statement preparation
  2. 02Balance sheet preparation
  3. 03Cash flow statement generation
  4. 04Budget and period variance analysis
  5. 05Financial ratio analysis

Use cases

  1. 01Review revenue, costs, and net income for a period
  2. 02Check assets against liabilities and equity
  3. 03Generate a cash flow statement
  4. 04Compare results with a budget or prior period

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/eddiebe147/claude-settings --skill financial-reporter

After installing, type/financial-reporterin Claude Code to confirm it loaded.

Details

From the project README

Financial Reporter

Generate comprehensive financial reports that tell the story of your business. From P&L statements to cash flow analysis, create reports that inform decisions.

Core Workflows

Workflow 1: P&L Statement
  1. Revenue Collection - Gather all revenue streams
  2. Expense Categorization - Organize costs by category
  3. Gross Margin - Calculate gross profit
  4. Operating Expenses - Deduct operating costs
  5. Net Income - Calculate bottom line
  6. Variance Analysis - Compare to budget/prior period
Workflow 2: Balance Sheet
  1. Assets - List current and fixed assets
  2. Liabilities - Document current and long-term debt
  3. Equity - Calculate owner's equity
  4. Balance Check - Verify assets = liabilities + equity
  5. Ratio Analysis - Calculate key financial ratios

Quick Reference

ActionCommand
P&L report"Generate P&L for [period]"
Balance sheet"Create balance sheet as of [date]"
Cash flow"Generate cash flow statement"

Comments

Markdown supported