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Financial Reporter

Financial Reporter

github.com/jmsktmData & databases10224 installsUpdated 40w ago
Repository

About Financial Reporter

Financial Reporter is a skill for generating business financial reports to support decisions based on financial data. Its workflows cover P&L statements, balance sheets, and cash flow statements, including variance analysis and financial ratio calculations.

Key features

  1. 01Generate P&L statements
  2. 02Prepare balance sheets
  3. 03Generate cash flow statements
  4. 04Compare budget or prior-period variances
  5. 05Calculate key financial ratios

Use cases

  1. 01Generate a P&L for a given period
  2. 02Prepare a balance sheet as of a date
  3. 03Summarize cash flow
  4. 04Analyze budget-to-actual or prior-period variances

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/jmsktm/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"

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