jmsktm/claude-settings

Financial Reporter

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

Installation

$ npx skills add jmsktm/claude-settings --skill financial-reporter

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More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
Cursor Not declared
Codex Not declared
GitHub Copilot Not declared
Windsurf Not declared
Gemini CLI Not declared
Cline Not declared
OpenCode Not declared

Repository health

Stars 9
Default branch main
Status Active

Skill metadata

Parsed from SKILL.md frontmatter.

Version1.0.0

Package contents

Files included with this skill beyond the listing page.

  • skill md SKILL.md 1,424 B
  • docs SUMMARY.md 122 B

History

  1. First recorded snapshot · 222 installs

SKILL.md

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"