financial-statements

financial-statements is a skill for Claude Code from alebgl77/claude-inc. It costs 97 tokens per session (1,174 once invoked), scanned A, original, MIT.

A workflow for turning a trial balance or transaction export into a set of financial statements: a profit and loss statement, balance sheet, and cash-flow statement.

In plain words
What is it for?
Use it to build or repair financial statements from ledger data, investigate an unbalanced balance sheet, or prepare financial information for review.
Why use it?
Raw accounting data must be checked, classified, and reconciled before it can support reliable financial reports. The workflow records assumptions and checks that the figures balance.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the claude-inc plugin — 50 skills, 3 commands, 8 agents shipped together

Good fit Use it to build or repair financial statements from ledger data, investigate an unbalanced balance sheet, or prepare financial information for review.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/alebgl77/claude-inc/financial-statements
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add alebgl77/claude-inc --skill financial-statements
Clone the repo
git clone --depth 1 https://github.com/alebgl77/claude-inc

Made for: Claude Code.

Or install claude-inc, the plugin that ships this one along with the rest of its 50 skills, 3 commands, 8 agents.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-statements

README.md
[![agentmods](https://agentmods.dev/badge/skills/alebgl77/claude-inc/financial-statements.svg)](https://agentmods.dev/skills/alebgl77/claude-inc/financial-statements)
Your own site
<a href="https://agentmods.dev/skills/alebgl77/claude-inc/financial-statements"><img src="https://agentmods.dev/badge/skills/alebgl77/claude-inc/financial-statements.svg" alt="Measured on agentmods" height="20"></a>
Per session 97 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,174 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Output Handling · line 27
    Output size or generation rate is not bounded. Unbounded output enables denial-of-service through resource exhaustion, log flooding, or context-window stuffing.
    Fix: Set explicit limits on output length, generation count, and rate. Use max_tokens and truncation to prevent unbounded output.
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00097 $0.01174
Opus 5 $0.00048 $0.00587
Sonnet 5 $0.00019 $0.00235
Haiku 4.5 $0.00010 $0.00117

Measured 7d ago against content hash 1b78937189d9, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

financial-statements scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/financial-statements/SKILL.md · 90 lines

How it starts

The opening of the file, as written. The whole thing — 90 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Statements — Statement Builder

"Build the statements."

When to use

  • A trial balance needs to become statements — "build a P&L and balance sheet from this TB".
  • A raw transaction export needs rolling up — "here's the ledger dump, make me financials".
  • Statements exist but fail internal checks — "my balance sheet is off by 3,412 — find it".
  • Someone external asked for financials — "the investor wants Q2 statements by Friday".
  • You need a statement-level base before deeper work — flux commentary, audit prep, a close pack.

Workflow

  1. Ingest with code. Load the pasted table or CSV/XLSX (pandas or equivalent — never mental math on long columns). Standardize columns, normalize debit/credit signs, and confirm the trial balance foots: total debits = total credits. If it does not, stop and report the gap before building anything on top.
  2. Map to a standard chart. Classify every account — Assets, Liabilities, Equity, Revenue, COGS, Operating expenses, Other income/expense, Tax — with current vs non-current splits for balance sheet lines. Every judgment mapping is recorded as an assumption.
  3. Build the P&L. Revenue → COGS → gross profit → opex by category → operating income → other items → tax → net income, with subtotals and margins as % of revenue.
  4. Build the balance sheet. Current and non-current sections; roll period net income into retained earnings; present total assets against total liabilities + equity.
  5. Build the cash flow (indirect). Start at net income; add back non-cash items (depreciation, amortization, write-offs); adjust for working-capital deltas (AR, inventory, prepaids, AP, accruals); then investing and financing; land on net change in cash.
  6. Run tie-outs in code, not by eye: (a) balance sheet balances; (b) P&L net income equals net income in the equity roll-forward; (c) cash flow ending cash equals balance sheet cash; (d) every statement subtotal re-foots from the mapped trial balance.
  7. Scan for anomalies. Contra-normal balances (credit AR, debit revenue), hard swings vs prior period when one is provided, suspicious round numbers, unmapped orphans. Each gets a note and a suggested action.
  8. Deliver. Fill the output template; when the user wants artifacts, write statements-<period>.md and/or statements-<period>.xlsx alongside the source data.

Read the full file on GitHub · 90 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 90 lines · 97 tokens per session scan A 1b78937189d9

Subscribe to this mod's changes

financial-statements is a skill published in the GitHub repository alebgl77/claude-inc (14 stars, last pushed 5d ago), licensed MIT. It adds 97 tokens to every session and 1,174 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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