financial-statements

financial-statements is a skill for Claude Code from nota-america/forgecat-agent-profiles. It costs 74 tokens per session (3,382 once invoked), scanned A, a copy of financial-statements, Apache-2.0.

A workflow for preparing an income statement, balance sheet, or cash flow statement, with comparisons against earlier periods and analysis of differences. These statements summarize a company’s revenue, costs, assets, liabilities, and cash movements.

In plain words
What is it for?
Use it for monthly, quarterly, annual, or year-to-date financial summaries and for comparing actual results with prior periods or budgets.
Why use it?
It helps organize period-end reporting and makes important changes easier to spot. Financial professionals still need to review the results before reporting or filing.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

Good fit Use it for monthly, quarterly, annual, or year-to-date financial summaries and for comparing actual results with prior periods or budgets.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/nota-america/forgecat-agent-profiles/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 nota-america/forgecat-agent-profiles --skill financial-statements
Clone the repo
git clone --depth 1 https://github.com/nota-america/forgecat-agent-profiles

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.

agentmods badge for financial-statements

README.md
[![agentmods](https://agentmods.dev/badge/skills/nota-america/forgecat-agent-profiles/financial-statements/github.svg)](https://agentmods.dev/skills/nota-america/forgecat-agent-profiles/financial-statements)
Your own site
<a href="https://agentmods.dev/skills/nota-america/forgecat-agent-profiles/financial-statements"><img src="https://agentmods.dev/badge/skills/nota-america/forgecat-agent-profiles/financial-statements/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 financial-statements

Your own site · 80×15
<a href="https://agentmods.dev/skills/nota-america/forgecat-agent-profiles/financial-statements"><img src="https://agentmods.dev/badge/skills/nota-america/forgecat-agent-profiles/financial-statements.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 74 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,382 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 94% 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 $0.03382
Opus 5 $0.00037 $0.01691
Sonnet 5 $0.00015 $0.00676
Haiku 4.5 $0.00007 $0.00338

Measured 8d ago against content hash 81b84e4489f7, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, 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 8d 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

94% identical to financial-statements — 11 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.

profiles/anthropics/knowledge-work-plugins/anthropics_knowledge-work-plugins_finance/for-claude/.claude/skills/financial-statements/SKILL.md · 341 lines

How it starts

The opening of the file, as written. The whole thing — 341 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 (.forgecat/profiles/@forgecat/anthropics_knowledge-work-plugins_finance/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:

Read the full file on GitHub · 341 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. 8d ago First seen · 341 lines · 74 tokens per session scan A 81b84e4489f7

Subscribe to this mod's changes

financial-statements is a skill published in the GitHub repository nota-america/forgecat-agent-profiles (66 stars, last pushed yesterday), licensed Apache-2.0. It adds 74 tokens to every session and 3,382 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. It is 94% identical to financial-statements, differing in 11 lines, and is treated as a copy.

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