3-statements

Complete an Existing Three-Statement Template

Populate an existing integrated income statement (IS), balance sheet (BS) and cash flow (CF) framework. Deliver a separately named workbook copy with live formulas, evidenced inputs and an honest reconciliation status. The template determines the layout, periods and scope; this skill does not design a new financial model.

When NOT to Use

• No existing framework, blank workbook, or general Excel cleaning, formatting or formula work: use xlsx instead. Ask for the intended template before proceeding if the user says one exists; never silently create a replacement layout.
• Discounted cash flow valuation: use dcf-valuation. Leveraged buyout or sponsor returns: use lbo-model.
• Reviewing or auditing a completed model without filling a framework: outside this skill's scope.
• Explaining actual-vs-plan movements in the completed statements: use variance-commentary. Assembling support for auditor requests: use audit-evidence-package. Ad-hoc analysis of loose spreadsheet or CSV data: use dataset-analysis-report.
• Tax returns, regulatory submissions, transactions and personalized investment recommendations are outside scope.

Quick Start

User: "Complete this IS/BS/CF template using the attached annual reports."
1. Inspect the identified workbook with xlsx; preserve an original.
2. Map reported figures, approved forecast drivers and missing inputs.
3. Complete only in-scope input cells and formulas in a copy.
4. Recalculate, run applicable checks and deliver the output structure below.
Missing workbook: request its attachment or accessible link; do not build a model.

Workflow

1. Locate the workbook and settle material context

Use the supplied workbook path/handle. If the user identifies a remote workbook, locate it with m365_search-SearchM365 (sources=["files"]) or sharepoint_onedrive-SearchDrive, then read it with sharepoint_onedrive-ReadFileContent. Search only for that workbook; do not browse unrelated files. Confirm entity, accounting basis, reporting currency/scale, actual periods, forecast horizon and deliverable. Ask one focused core-AskUserQuestion when ambiguity blocks safe progress, bundling related missing facts rather than repeated approvals.