Financial Statements

Generates the three core financial statements with period-over-period comparisons and flags material variances based on configurable thresholds. Pulls from your ERP or data warehouse if connected, otherwise works with pasted trial balance data. The workflow walks through income statement generation in detail, with variance decomposition that breaks changes into volume, rate, mix, and timing effects. It'll calculate standard metrics like gross margin and operating margin, then surface which line items need investigation based on dollar or percentage thresholds you set. Honestly most useful for the monthly close process when you need to explain variances to leadership and don't want to manually build comparison columns in Excel. Includes GAAP presentation guidance for all three statements.

Install to Claude Code

npx -y skills add anthropics/knowledge-work-plugins --skill financial-statements --agent claude-code