Finance Report

Name: Finance Report
Author: nexu-io

nexu-io/open-design

244 installs
83.7k repo stars
Updated August 5, 2026
nexu-io/open-design

finance-report is a Claude Code agent skill that formats recurring finance summaries, KPI tables, and investor-ready report documents from structured data for ops reviews and stakeholder updates.

About

finance-report is an agent skill from nexu-io/open-design that turns structured financial and KPI data into polished recurring summaries and stakeholder documents. The skill guides layout of finance tables, metric narratives, and investor-ready report sections so engineering leads and ops teams can produce consistent monthly or quarterly updates without opening a separate design suite. Developers reach for finance-report when they have CSV, JSON, or spreadsheet exports from billing, analytics, or internal dashboards and need formatted markdown or document output for leadership reviews, board prep, or internal ops cadences. It complements data pipelines by handling the presentation layer of financial reporting.

KPI tables
investor summaries
structured financial layouts
recurring report templates
ops-ready documents

Finance Report by the numbers

244 all-time installs (skills.sh)
+1 installs in the week ending Aug 4, 2026 (Skillselion tracking)
Ranked #214 of 688 Office & Documents skills by installs in the Skillselion catalog
Data as of Aug 5, 2026 (Skillselion catalog sync)

npx skills add https://github.com/nexu-io/open-design --skill finance-report

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Installs	244
repo stars	★ 83.7k
Last updated	August 5, 2026
Repository	nexu-io/open-design ↗

How do you format finance KPI reports from structured data?

Format recurring finance summaries, KPI tables, and investor-ready report documents from structured data for ops reviews and stakeholder updates.

Who is it for?

Engineering or ops leads producing recurring finance summaries and stakeholder reports from exported structured metrics.

Skip if: Teams needing live accounting integrations, tax filing, or automated financial forecasting models.

When should I use this skill?

User asks to format finance summaries, KPI tables, or investor reports from structured CSV, JSON, or spreadsheet data.

What you get

Formatted finance summary document with KPI tables, metric narratives, and investor-ready report sections.

finance summary document
KPI table layouts

Files

SKILL.mdMarkdownGitHub ↗

Finance Report Skill

Produce a single-screen financial report in one self-contained HTML file.

Workflow

1. Read the active DESIGN.md. Tables, KPI cards, and chart strokes use palette tokens — never invent new ones. 2. Classify the period (monthly / quarterly / yearly) and entity (startup, division, project) from the brief. If unspecified, assume a quarterly SaaS report and pick believable numbers. 3. Layout the page in this order:

Masthead: company / period / "Confidential — Finance" badge.
Headline KPI strip (4 cards): Revenue, Net new MRR, Gross margin, Cash runway.
Revenue trend chart (inline SVG line + area).
Cost breakdown chart (inline SVG bar) with a 2–3 bullet caption.
P&L summary table (Revenue / Gross profit / Opex / Net) with current vs prior period.
Top accounts table with logo placeholders, plan, ARR, status badge.
Outlook paragraph + footer with author + signature line.

4. Write one self-contained HTML doc (CSS in one inline <style> block). 5. Self-check: every number ties to a labelled chart or table; deltas show direction and percentage; accent colour used at most twice.

Output contract

<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
<!doctype html>
<html>...</html>
</artifact>

<!doctype html>
<html lang="en">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1" />
<title>Northwind — Q3 Financial Report</title>
<style>
  :root {
    --bg: #f7f6f2;
    --paper: #ffffff;
    --ink: #11141a;
    --muted: #5f6573;
    --line: #e6e3dd;
    --line-strong: #c8c2b6;
    --accent: #1f6e8c;
    --accent-soft: #e7f0f4;
    --positive: #1f8c5c;
    --negative: #b13b3b;
    --display: 'Iowan Old Style', 'Charter', 'Iowan', Georgia, serif;
    --body: -apple-system, BlinkMacSystemFont, 'Segoe UI', Inter, sans-serif;
    --mono: ui-monospace, SFMono-Regular, Menlo, monospace;
  }
  * { box-sizing: border-box; }
  body {
    margin: 0;
    background: var(--bg);
    color: var(--ink);
    font-family: var(--body);
    font-size: 14px;
    line-height: 1.55;
  }
  .page {
    max-width: 980px;
    margin: 32px auto;
    padding: 56px 64px;
    background: var(--paper);
    border: 1px solid var(--line);
    border-radius: 12px;
    box-shadow: 0 24px 60px rgba(28,27,26,0.06);
  }
  header.masthead { display: flex; justify-content: space-between; align-items: flex-end; padding-bottom: 18px; border-bottom: 2px solid var(--ink); margin-bottom: 28px; }
  .mast-left { display: flex; flex-direction: column; gap: 6px; }
  .mast-co { font-family: var(--display); font-size: 32px; letter-spacing: -0.01em; font-weight: 700; }
  .mast-meta { font-family: var(--mono); font-size: 11.5px; color: var(--muted); text-transform: uppercase; letter-spacing: 0.08em; }
  .mast-badge {
    font-family: var(--mono); font-size: 11px; padding: 5px 10px; border-radius: 4px;
    border: 1px solid var(--ink); color: var(--ink); text-transform: uppercase; letter-spacing: 0.08em;
  }

  h2 { font-family: var(--display); font-size: 19px; margin: 36px 0 14px; letter-spacing: -0.005em; font-weight: 700; }
  h2 .accent { color: var(--accent); }
  .lede { color: var(--muted); max-width: 64ch; }

  /* KPI strip */
  .kpis { display: grid; grid-template-columns: repeat(4, 1fr); gap: 12px; margin: 8px 0 28px; }
  .kpi { padding: 16px 18px; background: var(--paper); border: 1px solid var(--line); border-radius: 10px; }
  .kpi .label { font-family: var(--mono); font-size: 10.5px; text-transform: uppercase; letter-spacing: 0.06em; color: var(--muted); }
  .kpi .value { font-family: var(--display); font-size: 28px; font-weight: 700; margin-top: 6px; line-height: 1; letter-spacing: -0.01em; }
  .kpi .delta { font-family: var(--mono); font-size: 11.5px; margin-top: 6px; }
  .delta.up { color: var(--positive); }
  .delta.down { color: var(--negative); }
  .delta.flat { color: var(--muted); }

  /* Charts */
  .chart-row { display: grid; grid-template-columns: 1.6fr 1fr; gap: 14px; }
  .card { padding: 18px 20px; background: var(--paper); border: 1px solid var(--line); border-radius: 10px; }
  .card h3 { margin: 0 0 4px; font-size: 14px; font-weight: 600; }
  .card .sub { font-size: 12px; color: var(--muted); }
  .chart svg { width: 100%; height: 200px; display: block; margin-top: 8px; }
  .legend { display: flex; gap: 14px; font-size: 11.5px; color: var(--muted); margin-top: 6px; }
  .legend .swatch { display: inline-block; width: 8px; height: 8px; border-radius: 2px; margin-right: 6px; vertical-align: middle; }
  .legend .a { background: var(--accent); }
  .legend .b { background: var(--ink); opacity: 0.6; }

  /* Bars */
  .bars { display: flex; flex-direction: column; gap: 8px; margin-top: 12px; }
  .bar-row { display: grid; grid-template-columns: 110px 1fr 60px; gap: 10px; align-items: center; font-size: 12.5px; }
  .bar-row .label { color: var(--muted); }
  .bar-track { background: var(--accent-soft); border-radius: 4px; height: 10px; position: relative; overflow: hidden; }
  .bar-fill { background: var(--accent); height: 100%; border-radius: 4px; }
  .bar-value { font-family: var(--mono); font-size: 11.5px; text-align: right; color: var(--ink); }

  /* Tables */
  table { width: 100%; border-collapse: collapse; margin-top: 6px; }
  th, td { text-align: left; padding: 10px 12px; border-bottom: 1px solid var(--line); font-size: 13px; vertical-align: middle; }
  th { font-family: var(--mono); font-size: 10.5px; text-transform: uppercase; letter-spacing: 0.06em; color: var(--muted); border-bottom: 1px solid var(--line-strong); }
  td.num, th.num { text-align: right; font-family: var(--mono); }
  tr.total td { font-weight: 700; border-top: 2px solid var(--ink); border-bottom: none; padding-top: 14px; }
  .badge { display: inline-block; padding: 2px 8px; font-size: 11px; border-radius: 999px; font-weight: 500; }
  .badge.green { background: #e7f4ee; color: var(--positive); }
  .badge.amber { background: #fbf0d6; color: #8a6912; }
  .badge.red { background: #f7e1e1; color: var(--negative); }
  .logo { display: inline-flex; width: 22px; height: 22px; border-radius: 6px; background: linear-gradient(135deg, var(--accent), #2c98c5); margin-right: 10px; vertical-align: middle; }

  /* Outlook */
  .outlook { display: grid; grid-template-columns: 1fr 1fr; gap: 14px; margin-top: 12px; }
  .outlook .quote { padding: 18px; background: var(--accent-soft); border-left: 3px solid var(--accent); border-radius: 6px; font-family: var(--display); font-size: 16px; line-height: 1.5; }
  .outlook .signoff { font-size: 13px; color: var(--muted); }
  .outlook .signoff strong { color: var(--ink); display: block; font-family: var(--display); font-size: 16px; margin-bottom: 2px; }
  footer { margin-top: 40px; padding-top: 18px; border-top: 1px solid var(--line); display: flex; justify-content: space-between; font-family: var(--mono); font-size: 11px; color: var(--muted); text-transform: uppercase; letter-spacing: 0.06em; }

  @media (max-width: 760px) {
    .page { padding: 32px 24px; margin: 0; border-radius: 0; }
    .kpis { grid-template-columns: 1fr 1fr; }
    .chart-row { grid-template-columns: 1fr; }
    .outlook { grid-template-columns: 1fr; }
  }
</style>
</head>
<body>
<div class="page">
  <header class="masthead">
    <div class="mast-left">
      <div class="mast-meta">Northwind Trading · Q3 FY25</div>
      <div class="mast-co">Quarterly Financial Report</div>
      <div class="mast-meta">Prepared by Finance · Issued 14 October 2025</div>
    </div>
    <div class="mast-badge">Confidential</div>
  </header>

  <p class="lede">Q3 closed ahead of plan on revenue and gross margin, with cash runway extending to 27 months on the back of a leaner cost base. Mid-market and enterprise both expanded; SMB churn remains the watch item heading into Q4.</p>

  <h2>Headline KPIs</h2>
  <div class="kpis">
    <div class="kpi">
      <div class="label">Revenue</div>
      <div class="value">$8.42M</div>
      <div class="delta up">▲ 14.6% QoQ</div>
    </div>
    <div class="kpi">
      <div class="label">Net new MRR</div>
      <div class="value">$184k</div>
      <div class="delta up">▲ 22.0% QoQ</div>
    </div>
    <div class="kpi">
      <div class="label">Gross margin</div>
      <div class="value">82%</div>
      <div class="delta up">▲ 3 pp YoY</div>
    </div>
    <div class="kpi">
      <div class="label">Cash runway</div>
      <div class="value">27 mo</div>
      <div class="delta up">▲ 4 mo QoQ</div>
    </div>
  </div>

  <h2>Revenue & costs</h2>
  <div class="chart-row">
    <div class="card">
      <h3>Revenue · trailing 12 months</h3>
      <div class="sub">USD millions, monthly</div>
      <div class="chart">
        <svg viewBox="0 0 720 200" preserveAspectRatio="none">
          <defs>
            <linearGradient id="lg" x1="0" x2="0" y1="0" y2="1">
              <stop offset="0%" stop-color="var(--accent)" stop-opacity="0.32"/>
              <stop offset="100%" stop-color="var(--accent)" stop-opacity="0"/>
            </linearGradient>
          </defs>
          <polygon fill="url(#lg)" points="20,180 20,150 80,140 140,128 200,118 260,110 320,98 380,92 440,80 500,72 560,60 620,52 680,40 700,40 700,180" />
          <polyline fill="none" stroke="var(--accent)" stroke-width="2.5" stroke-linejoin="round" stroke-linecap="round"
            points="20,150 80,140 140,128 200,118 260,110 320,98 380,92 440,80 500,72 560,60 620,52 680,40" />
          <polyline fill="none" stroke="#11141a" stroke-opacity="0.45" stroke-width="1.5" stroke-dasharray="3 3"
            points="20,165 80,158 140,150 200,142 260,134 320,128 380,122 440,116 500,108 560,102 620,96 680,90" />
          <circle cx="680" cy="40" r="3.5" fill="var(--accent)"/>
        </svg>
        <div class="legend">
          <span><span class="swatch a"></span>Revenue</span>
          <span><span class="swatch b"></span>Plan</span>
        </div>
      </div>
    </div>
    <div class="card">
      <h3>Operating costs</h3>
      <div class="sub">USD thousands, Q3</div>
      <div class="bars">
        <div class="bar-row"><span class="label">R&amp;D</span><div class="bar-track"><div class="bar-fill" style="width: 78%"></div></div><span class="bar-value">$1.42M</span></div>
        <div class="bar-row"><span class="label">Sales & GTM</span><div class="bar-track"><div class="bar-fill" style="width: 60%"></div></div><span class="bar-value">$1.10M</span></div>
        <div class="bar-row"><span class="label">G&amp;A</span><div class="bar-track"><div class="bar-fill" style="width: 36%"></div></div><span class="bar-value">$660k</span></div>
        <div class="bar-row"><span class="label">Marketing</span><div class="bar-track"><div class="bar-fill" style="width: 28%"></div></div><span class="bar-value">$510k</span></div>
        <div class="bar-row"><span class="label">Infrastructure</span><div class="bar-track"><div class="bar-fill" style="width: 18%"></div></div><span class="bar-value">$330k</span></div>
      </div>
    </div>
  </div>

  <h2>P&amp;L summary</h2>
  <table>
    <thead>
      <tr>
        <th>Line item</th>
        <th class="num">Q3 FY25</th>
        <th class="num">Q2 FY25</th>
        <th class="num">Δ QoQ</th>
        <th class="num">Q3 FY24</th>
        <th class="num">Δ YoY</th>
      </tr>
    </thead>
    <tbody>
      <tr><td>Revenue</td><td class="num">$8.42M</td><td class="num">$7.34M</td><td class="num" style="color: var(--positive);">+14.6%</td><td class="num">$5.92M</td><td class="num" style="color: var(--positive);">+42.2%</td></tr>
      <tr><td>Cost of revenue</td><td class="num">($1.51M)</td><td class="num">($1.46M)</td><td class="num" style="color: var(--negative);">+3.4%</td><td class="num">($1.18M)</td><td class="num" style="color: var(--negative);">+28.0%</td></tr>
      <tr><td>Gross profit</td><td class="num">$6.91M</td><td class="num">$5.88M</td><td class="num" style="color: var(--positive);">+17.5%</td><td class="num">$4.74M</td><td class="num" style="color: var(--positive);">+45.8%</td></tr>
      <tr><td>Operating expenses</td><td class="num">($4.02M)</td><td class="num">($4.18M)</td><td class="num" style="color: var(--positive);">−3.8%</td><td class="num">($3.66M)</td><td class="num" style="color: var(--negative);">+9.8%</td></tr>
      <tr class="total"><td>Operating income</td><td class="num">$2.89M</td><td class="num">$1.70M</td><td class="num" style="color: var(--positive);">+70.0%</td><td class="num">$1.08M</td><td class="num" style="color: var(--positive);">+167.5%</td></tr>
    </tbody>
  </table>

  <h2>Top accounts</h2>
  <table>
    <thead>
      <tr>
        <th>Customer</th>
        <th>Plan</th>
        <th>Region</th>
        <th class="num">ARR</th>
        <th>Status</th>
      </tr>
    </thead>
    <tbody>
      <tr><td><span class="logo"></span>Pioneer Robotics</td><td>Enterprise</td><td>EMEA</td><td class="num">$612k</td><td><span class="badge green">Renewed</span></td></tr>
      <tr><td><span class="logo"></span>Atlas Cooperative</td><td>Enterprise</td><td>APAC</td><td class="num">$486k</td><td><span class="badge green">Expanded</span></td></tr>
      <tr><td><span class="logo"></span>Foundry Group</td><td>Team Plus</td><td>NA</td><td class="num">$320k</td><td><span class="badge amber">In renewal</span></td></tr>
      <tr><td><span class="logo"></span>Voltage Co.</td><td>Enterprise</td><td>NA</td><td class="num">$298k</td><td><span class="badge green">Renewed</span></td></tr>
      <tr><td><span class="logo"></span>Lattice Health</td><td>Team Plus</td><td>EMEA</td><td class="num">$214k</td><td><span class="badge red">At risk</span></td></tr>
    </tbody>
  </table>

  <h2>Outlook · Q4</h2>
  <div class="outlook">
    <div class="quote">"We're entering Q4 with the strongest pipeline coverage of the year — 3.4× plan — and the operating leverage to convert it without expanding the cost base."</div>
    <div class="signoff">
      <strong>Mira Okafor, CFO</strong>
      We expect revenue of $9.1–9.4M, net new MRR of $200–220k, and gross margin holding above 80%. The two open items are SMB churn (we'll publish a recovery plan with the November update) and the EMEA infra migration, which moves to GA in mid-November.
    </div>
  </div>

  <footer>
    <span>Northwind Trading · Q3 FY25 · Internal use only</span>
    <span>Page 1 of 1</span>
  </footer>
</div>
</body>
</html>

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FAQ

What input does finance-report expect?

finance-report formats recurring finance summaries, KPI tables, and investor-ready sections from structured data such as CSV, JSON, or spreadsheet exports used in ops reviews.

Who should use finance-report?

finance-report suits engineering and ops leads preparing stakeholder or investor updates who need polished report documents from structured financial metrics without a separate design tool.

Office & Documentsfinance