financial-report-generation

financial-report-generation is a skill for Claude Code, Codex from seb1n/awesome-ai-agent-skills. It costs 38 tokens per session (2,635 once invoked), scanned A, original, MIT.

A workflow for turning trial balances, ledger exports, or transaction records into income statements, balance sheets, cash-flow statements, ratios, and executive summaries.

In plain words
What is it for?
Use it to prepare period-end financial statements, compare results with earlier periods, apply accounting adjustments, and explain results to stakeholders.
Why use it?
It reduces the manual work of organizing accounting data and checking whether the figures are complete and internally consistent before reporting.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument.

Good fit Use it to prepare period-end financial statements, compare results with earlier periods, apply accounting adjustments, and explain results to stakeholders.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/seb1n/awesome-ai-agent-skills/financial-report-generation
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 seb1n/awesome-ai-agent-skills --skill financial-report-generation
Clone the repo
git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills

Made for: Claude Code, Codex.

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-report-generation

README.md
[![agentmods](https://agentmods.dev/badge/skills/seb1n/awesome-ai-agent-skills/financial-report-generation/github.svg)](https://agentmods.dev/skills/seb1n/awesome-ai-agent-skills/financial-report-generation)
Your own site
<a href="https://agentmods.dev/skills/seb1n/awesome-ai-agent-skills/financial-report-generation"><img src="https://agentmods.dev/badge/skills/seb1n/awesome-ai-agent-skills/financial-report-generation/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-report-generation

Your own site · 80×15
<a href="https://agentmods.dev/skills/seb1n/awesome-ai-agent-skills/financial-report-generation"><img src="https://agentmods.dev/badge/skills/seb1n/awesome-ai-agent-skills/financial-report-generation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,635 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 pass 7 Sept 2026
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 $0.00038 $0.02635
Opus 5 $0.00019 $0.01318
Sonnet 5 $0.00008 $0.00527
Haiku 4.5 $0.00004 $0.00264

Measured 9d ago against content hash a8df0c61413b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

financial-report-generation 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.

finance-and-accounting/financial-report-generation/SKILL.md · 146 lines

How it starts

The opening of the file, as written. The whole thing — 146 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Report Generation

Generate formatted financial statements — income statements, balance sheets, cash flow statements — from raw transaction data or trial balance inputs. This skill applies standard accounting presentation, calculates key financial ratios, and produces executive summaries that translate numbers into actionable insights for stakeholders.

Workflow

  1. Collect and Validate Financial Data Ingest the source data: trial balance, general ledger exports, or categorized transaction records. Verify that debits equal credits and that the chart of accounts is complete. Identify the reporting period and comparative period (prior quarter or prior year). Flag any suspense account balances or unreconciled items that need resolution before reporting.

  2. Apply Accounting Standards and Classify Map accounts to their proper financial statement classification: current vs. non-current assets, current vs. long-term liabilities, revenue vs. other income, operating vs. non-operating expenses. Apply accrual adjustments for prepaid expenses, deferred revenue, depreciation, and accrued liabilities. Ensure revenue recognition follows the applicable standard (ASC 606 for US GAAP or IFRS 15).

  3. Generate Financial Statements Produce the three core statements in standard format. The income statement shows revenue through net income with gross profit and operating income subtotals. The balance sheet presents assets, liabilities, and equity with current/non-current breakdowns. The cash flow statement reconciles net income to operating cash flow, then shows investing and financing activities.

  4. Calculate Financial Ratios Compute key ratios from the generated statements: gross margin, operating margin, net margin, current ratio, quick ratio, debt-to-equity, return on equity, days sales outstanding, inventory turnover, and free cash flow yield. Compare each ratio to the prior period and flag significant changes (>10% shift).

  5. Write Executive Summary Synthesize the numbers into a narrative summary for non-financial stakeholders. Lead with the headline (revenue growth, profitability trend, cash position), then explain the 2-3 most significant drivers of performance. Highlight risks and call out items requiring management attention. Keep it to one page.

Read the full file on GitHub · 146 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 · 146 lines · 38 tokens per session scan A a8df0c61413b

Subscribe to this mod's changes

financial-report-generation is a skill published in the GitHub repository seb1n/awesome-ai-agent-skills (179 stars, last pushed 1mo ago), licensed MIT. It adds 38 tokens to every session and 2,635 once invoked, about $0.0002 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 2026-09-03.

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