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Generate financial statements and variances v1.0.0

Use this resource to produce monthly or quarterly financial statements with comparison

New

  • 476 downloads
  • 143 likes
  • 145 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-statements-generation

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent assembles the income statement, the other statements and key metrics, compares them to prior periods and budget, then flags significant variances. A professional must review the statements before use.

Mostly picked by

Updated November 2, 2026

Card for the “Generate financial statements and variances” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: income statement workflow and variance analysis
  • SKILL.md: statement presentation reminders (IAS 1, ASC 220)

Good fit for

  • You prepare the monthly income statement for management
  • You must compare actuals to budget at close

Not for

    Tags

    • financial statements
    • income statement
    • variances
    • reporting

    About

    You say

    “Generate the Q3 income statement with comparison to Q2 and budget, and flag major variances.”

    Card for the “Generate financial statements and variances” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to produce monthly or quarterly financial statements with comparison
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.5 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md14.7 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/finance/skills/financial-statements
    Licence
    Apache-2.0

    Notice

    « financial-statements » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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