financial-reporter

eddiebe147's avatarfrom eddiebe147

Generate comprehensive financial reports including P&L, balance sheets, and cash flow statements

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[Finance Operations]

When & Why to Use This Skill

The Financial Reporter Claude skill automates the creation of professional financial statements, including Profit and Loss (P&L), balance sheets, and cash flow reports. By streamlining data categorization and performing automated ratio analysis, it helps businesses transform raw financial data into actionable insights for better decision-making and performance tracking.

Use Cases

  • Monthly Performance Review: Automatically generate P&L statements to track revenue trends and expense categories against monthly budgets.
  • Year-End Accounting: Prepare comprehensive balance sheets documenting assets, liabilities, and equity for tax compliance and annual audits.
  • Investment Readiness: Create detailed cash flow statements and financial ratio analyses to demonstrate business health to potential investors or lenders.
  • Budget Variance Analysis: Compare actual financial outcomes with projected figures to identify operational inefficiencies and optimize spending.
nameFinancial Reporter
slugfinancial-reporter
descriptionGenerate comprehensive financial reports including P&L, balance sheets, and cash flow statements
categorybusiness
complexityintermediate
version"1.0.0"
author"ID8Labs"

Financial Reporter

Generate comprehensive financial reports that tell the story of your business. From P&L statements to cash flow analysis, create reports that inform decisions.

Core Workflows

Workflow 1: P&L Statement

  1. Revenue Collection - Gather all revenue streams
  2. Expense Categorization - Organize costs by category
  3. Gross Margin - Calculate gross profit
  4. Operating Expenses - Deduct operating costs
  5. Net Income - Calculate bottom line
  6. Variance Analysis - Compare to budget/prior period

Workflow 2: Balance Sheet

  1. Assets - List current and fixed assets
  2. Liabilities - Document current and long-term debt
  3. Equity - Calculate owner's equity
  4. Balance Check - Verify assets = liabilities + equity
  5. Ratio Analysis - Calculate key financial ratios

Quick Reference

Action Command
P&L report "Generate P&L for [period]"
Balance sheet "Create balance sheet as of [date]"
Cash flow "Generate cash flow statement"