financial-statements

financial-statements is a skill for Claude Code from charlieviettq/awesome-agent-skill. It costs 74 tokens per session (3,367 once invoked), scanned A, a copy of financial-statements, MIT.

A financial reporting workflow for producing an income statement, balance sheet, and cash flow statement with comparisons between reporting periods.

In plain words
What is it for?
Use it to prepare a P&L, support a period-end close, compare actual results with budget, and create a financial summary for leadership review.
Why use it?
It helps prepare monthly, quarterly, annual, or year-to-date reports and highlights important differences from earlier periods or the budget.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Needs its repository: it reads a path above its own folder, which exists only inside the repository. The line is If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../CONNECTORS-finance.md)..

Good fit Use it to prepare a P&L, support a period-end close, compare actual results with budget, and create a financial summary for leadership review.

Compare 6 skills from other repositories ↓
Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo
git clone --depth 1 https://github.com/charlieviettq/awesome-agent-skill
agentmods
npx agentmods add skills/charlieviettq/awesome-agent-skill/financial-statements

Made for: Claude Code.

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.

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README.md
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Your own site
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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

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Per session 74 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,367 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.
Origin 97% copy Near-identical to another mod 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 $0.00074 $0.03367
Opus 5 $0.00037 $0.01684
Sonnet 5 $0.00015 $0.00673
Haiku 4.5 $0.00007 $0.00337

Measured 9d ago against content hash 377b95106828, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-13, 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 9d 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.

Origin

This is a copy

97% identical to financial-statements — 7 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

.claude/skills/financial-statements/SKILL.md · 337 lines

How it starts

The opening of the file, as written. The whole thing — 337 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/financial-statements

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

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.

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.

Usage

/financial-statements <period-type> <period>

Arguments

  • period-type — The reporting period type:
    • monthly — Single month P&L with prior month and prior year month comparison
    • quarterly — Quarter P&L with prior quarter and prior year quarter comparison
    • annual — Full year P&L with prior year comparison
    • ytd — Year-to-date P&L with prior year YTD comparison
  • period — The period to report (e.g., 2024-12, 2024-Q4, 2024)

Workflow

1. Gather Financial Data

If ~~erp or ~~data warehouse is connected:

  • Pull trial balance or income statement data for the specified period
  • Pull comparison period data (prior period, prior year, budget/forecast)
  • Pull account hierarchy and groupings for presentation

If no data source is connected:

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.

Prompt the user to provide:

  • Current period revenue and expense data (by account or category)
  • Comparison period data (prior period, prior year, and/or budget)
  • Any known adjustments or reclassifications

2. Generate Income Statement

Present in standard multi-column format:

INCOME STATEMENT
Period: [Period description]
(in thousands, unless otherwise noted)

                              Current    Prior      Variance   Variance   Budget    Budget
                              Period     Period     ($)        (%)        Amount    Var ($)
                              --------   --------   --------   --------   --------  --------
REVENUE
  Product revenue             $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
  Service revenue             $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
  Other revenue               $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
                              --------   --------   --------              --------  --------
TOTAL REVENUE                 $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX

COST OF REVENUE
  [Cost items]                $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
                              --------   --------   --------              --------  --------
GROSS PROFIT                  $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
  Gross Margin                XX.X%      XX.X%

OPERATING EXPENSES
  Research & development      $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
  Sales & marketing           $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
  General & administrative    $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
                              --------   --------   --------              --------  --------
TOTAL OPERATING EXPENSES      $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX

OPERATING INCOME (LOSS)       $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
  Operating Margin            XX.X%      XX.X%

OTHER INCOME (EXPENSE)
  Interest income             $XX,XXX    $XX,XXX    $X,XXX     X.X%
  Interest expense           ($XX,XXX)  ($XX,XXX)   $X,XXX     X.X%
  Other, net                  $XX,XXX    $XX,XXX    $X,XXX     X.X%
                              --------   --------   --------
TOTAL OTHER INCOME (EXPENSE)  $XX,XXX    $XX,XXX    $X,XXX     X.X%

INCOME BEFORE TAXES           $XX,XXX    $XX,XXX    $X,XXX     X.X%
  Income tax expense          $XX,XXX    $XX,XXX    $X,XXX     X.X%
                              --------   --------   --------

NET INCOME (LOSS)             $XX,XXX    $XX,XXX    $X,XXX     X.X%       $XX,XXX   $X,XXX
  Net Margin                  XX.X%      XX.X%

Read the full file on GitHub · 337 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. 9d ago First seen · 337 lines · 74 tokens per session scan A 377b95106828

Subscribe to this mod's changes

financial-statements is a skill published in the GitHub repository charlieviettq/awesome-agent-skill (26 stars, last pushed 1mo ago), licensed MIT. It adds 74 tokens to every session and 3,367 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. It is 97% identical to financial-statements, differing in 7 lines, and is treated as a copy.

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