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Accounting

Financial Statement Builder

P&L, balance sheet, and cash flow in GAAP presentation, with comparison columns and material variances flagged.

Published by Anthropic · knowledge-work-plugins · GitHub

★ 25,690 on GitHub0 downloads on LenderSkills

Free · v1.0.0

Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.

Free, and about thirty seconds: a work email and a six-digit code.

Screened

Downloading shares your name, firm, role, and email with Anthropic. That introduction is what keeps every skill here free.

What this skill does

Produces a P&L, balance sheet, or cash flow statement in proper GAAP presentation, with period-over-period or budget comparison and the material variances already flagged and explained.

What it does

  • Builds the statement in GAAP presentation order
  • Runs period-over-period, prior-year, or budget comparison alongside it
  • Flags variances past your materiality threshold and explains the driver
  • Notes the period-end adjustments and reclassifications commonly needed

When to use it

  • You are preparing the monthly or quarterly P&L
  • The books are closed and material variances need flagging
  • Leadership wants actuals against budget with commentary
  • You need to check a GAAP presentation or classification question

What to have ready

  • Trial balance or GL detail for the period
  • The comparison period, or the budget you are measuring against
  • Your materiality threshold for flagging a variance
  • Any known one-offs that should be called out

How to use it

  1. Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
  2. Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has [BRACKETED] placeholders, and runs a quick test with you.
  3. Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.

"Use the Financial Statements skill to build our December P&L with November comparison. Trial balance attached."

What you get back

A presentation-ready statement with a comparison column, material variances flagged with their drivers, and flux commentary written in language a board will read.

Good to know

  • Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
  • Every draft is a starting point for your own review, not a finished decision.
  • Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
  • Part of the Anthropic Finance plugin. Built for corporate accounting, and it applies directly to a lending shop's own books and to fund-level accounting.

Source & credit

Imported from Anthropic's open-source knowledge-work-plugins library (Apache-2.0). Author: Anthropic — https://github.com/anthropics/knowledge-work-plugins. The author's content is unmodified apart from a legal disclaimer appended at the end of the package. Full credit to the author. Anthropic did not submit this listing and does not endorse it — the original is free at the link above.

Legal disclaimer

This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.

Inside this skill

The actual file you get. Members can read it in full before saving it.

Imported to LenderSkills.ai from Anthropic's open-source knowledge-work-plugins library.
Author: Anthropic - https://github.com/anthropics/knowledge-work-plugins/tree/main/finance
License: Apache-2.0 (see repository LICENSE). Redistributed with attribution; the author's content is unmodified apart from a legal disclaimer appended by LenderSkills at the end of the file.
Imported: 2026-08-26 (upstream finance plugin v1.3.0, commit 6d223a7)
Part of the Anthropic Finance plugin listed on LenderSkills.

name: financial-statements description: Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments. argument-hint: "<frequency> <period>"

/financial-statements

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Important: This command assists with financial statement workflows but does not provide financial advice. All statements should be reviewed by qualified financial professionals before use in reporting or filings.

Generate financial statements with period-over-period comparison and variance analysis. The workflow below walks through income statement generation; balance sheet and cash flow statement reference formats, GAAP presentation requirements (ASC 220/210/230), and common period-end adjustments are included as supporting reference material.

Usage

/financial-statements <period-type> <period>

Arguments

  • period-type — The reporting period type:
    • monthly — Single month P&L with prior month and prior year month comparison
    • quarterly — Quarter P&L with prior quarter and prior year quarter comparison
    • annual — Full year P&L with prior year comparison
    • ytd — Year-to-date P&L with prior year YTD comparison
  • period — The period to report (e.g., 2024-12, 2024-Q4, 2024)

Workflow

1. Gather Financial Data

If ~~erp or ~~data warehouse is connected:

  • Pull trial balance or income statement data for the specified period

Reading the full skill counts as a download. The contributor receives your name, company, and email.

Ratings & reviews

★★★★★Rate this skill

No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.

Examination record

Archive inspectionPackage unpacked in isolation; contents and paths verified
Executable & binary blockExecutables, binaries, and scripts rejected automatically
Static analysisScanned for exfiltration, credential access, obfuscation, prompt injection
Human reviewA moderator read the skill end to end. Retired on 14 September 2026 — screening decides now.
What each gate checks

Run it in Claude

  1. Copy the install command above
  2. Paste it into Claude, ChatGPT or Cursor
  3. It writes the skill in, fills in your firm’s details, and test-runs it with you

Prefer the file? The prompt above is for a package you already downloaded.

New to skills? Read the 5-minute guide →

Details

Version1.0.0
AddedAug 27, 2026
UpdatedAug 27, 2026
CategoryAccounting
Downloads0
On GitHub★ 25,690
Tagsfinancial-statements, gaap, p&l, reporting

More from Anthropic

Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.

View contributor