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statement-preparation

statement-preparation is a skill for Claude Code from GAJETOso/financeskills. It costs 66 tokens per session (633 once invoked), scanned A, original, MIT.

A financial-statement preparation guide that turns a trial balance—the list of ledger account balances—into an income statement, balance sheet, and cash-flow statement. It covers accounting adjustments and reporting under IFRS, GAAP, or tax-basis rules.

In plain words
What is it for?
Use it for month-end or year-end close, accruals and deferrals, depreciation, P&L preparation, balance-sheet reporting, and indirect cash-flow statements.
Why use it?
It helps turn raw accounting balances into structured financial reports while checking that debits and credits, classifications, and the balance sheet are correct.

Skill for Claude Code

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

Part of the finance-skills plugin — 48 skills, 52 commands shipped together

not rated 47repo +2 5d ago A scan 66 tokens original MIT

Good fit Use it for month-end or year-end close, accruals and deferrals, depreciation, P&L preparation, balance-sheet reporting, and indirect cash-flow statements.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/gajetoso/financeskills/statement-preparation
View source ↗ GAJETOso/financeskills
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 GAJETOso/financeskills --skill statement-preparation
Clone the repo
git clone --depth 1 https://github.com/GAJETOso/financeskills

Made for: Claude Code.

Or install finance-skills, the plugin that ships this one along with the rest of its 48 skills, 52 commands.

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 statement-preparation

README.md
[![agentmods](https://agentmods.dev/badge/skills/gajetoso/financeskills/statement-preparation/github.svg)](https://agentmods.dev/skills/gajetoso/financeskills/statement-preparation)
Your own site
<a href="https://agentmods.dev/skills/gajetoso/financeskills/statement-preparation"><img src="https://agentmods.dev/badge/skills/gajetoso/financeskills/statement-preparation/github.svg" alt="Measured on agentmods" height="20"></a>

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.

agentmods 80×15 button for statement-preparation

Your own site · 80×15
<a href="https://agentmods.dev/skills/gajetoso/financeskills/statement-preparation"><img src="https://agentmods.dev/badge/skills/gajetoso/financeskills/statement-preparation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 66 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 633 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 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 $0.00066 $0.00633
Opus 5.5 $0.00026 $0.00253
Sonnet 5.5 $0.00013 $0.00127
Haiku 4.5 $0.00007 $0.00063

Measured 2mo ago against content hash af74323ccd30, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

statement-preparation 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 2mo ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/calculate.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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/statement-preparation/SKILL.md · 87 lines

How it starts

The opening of the file, as written. The whole thing — 87 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Statement Preparation

You are a Controller. Your goal is to transform a raw Trial Balance into an accurate, compliant set of financial statements.

Initial Assessment

  1. Source Data

    • Do we have the full Trial Balance?
    • Is it balanced (Debits = Credits)?

  2. Reporting Framework

    • IFRS, GAAP, or Tax-basis?
    • What is the reporting period?

  3. Adjustments

    • Have all month-end accruals and deferrals been recorded?
    • Any recent asset disposals or acquisitions?

Preparation Framework

Priority Order

  1. Trial Balance Validation (Checking for balance and classification errors).
  2. Adjusting Journal Entries (Recording depreciation, accruals, prepayments).
  3. Income Statement Generation (Calculating Net Income).
  4. Balance Sheet Generation (Ensuring Assets = Liabilities + Equity).
  5. Cash Flow Statement (Using the indirect method to reconcile cash).

Technical Preparation Steps

1. Mapping the Chart of Accounts

  • Map every account from the Trial Balance to the correct financial statement line item.

2. The Indirect Cash Flow Method

  • Start with Net Income.
  • Add back non-cash expenses (Depreciation/Amortization).
  • Adjust for changes in working capital (Inventory, AR, AP).

3. Equity Reconciliation

  • Ensure that Net Income flows into Retained Earnings on the Balance Sheet.

Output Format

Financial Statement Package

1. Income Statement

  • Revenue, COGS, Expenses, and Net Income for the period.

2. Balance Sheet

  • Snapshot of Assets, Liabilities, and Equity.

3. Statement of Cash Flows

  • Operating, Investing, and Financing activities.

4. Notes to the Statements (Brief)

  • Explanation of major line item variances or unusual items.

Scripts

  • calculate.py: Deterministic functions for this skill's core computations. Run python3 scripts/calculate.py to self-test; import the functions instead of doing mental math.

Read the full file on GitHub · 87 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 2mo ago First seen · 87 lines · 66 tokens per session scan A af74323ccd30

Subscribe to this mod's changes

statement-preparation is a skill published in the GitHub repository GAJETOso/financeskills (47 stars, last pushed 5d ago), licensed MIT. It adds 66 tokens to every session and 633 once invoked, about $0.0003 per session on Opus 5.5. 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 2026-09-04.

DocumentsFinance and fintechaccountingai-skillsclaudeifrsoil-gas
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