Financial Reporter
- 221 installs
- 8 repo stars
- Updated January 22, 2026
- jmsktm/claude-settings
Produce recurring financial reports—income statements, cash summaries, board decks, and investor updates—from raw figures with consistent formatting and narrative explanation.
About
Financial reporter skill automates polished reporting cycles: transform ledgers and KPIs into recurring statements, management summaries, and stakeholder updates with clear variance commentary suitable for boards, investors, and internal reviews.
- P&L and cash-flow report templates
- Board and investor update drafting
- Variance commentary vs prior periods
- Consistent metric definitions across reports
- Export-friendly tables and narratives
Financial Reporter by the numbers
- 221 all-time installs (skills.sh)
- Ranked #226 of 688 Office & Documents skills by installs in the Skillselion catalog
- Data as of Aug 2, 2026 (Skillselion catalog sync)
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| Installs | 221 |
|---|---|
| repo stars | ★ 8 |
| Last updated | January 22, 2026 |
| Repository | jmsktm/claude-settings ↗ |
What it does
Produce recurring financial reports—income statements, cash summaries, board decks, and investor updates—from raw figures with consistent formatting and narrative explanation.
Files
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" |
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