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VerifiedSimple🥈silver💼Business Operations

Financial Reporter

Generate comprehensive financial reports including P&L, balance sheets, and cash flow statements

Verified
Version1.0.0
AuthorID8Labs
LicenseMIT
Published1/8/2026
View on GitHub

Trigger Phrases

Use these phrases to activate this skill in Claude Code:

financial reportP&L statementbalance sheet

Skill Content

---
name: Financial Reporter
slug: financial-reporter
description: Generate comprehensive financial reports including P&L, balance sheets, and cash flow statements
category: business
complexity: intermediate
version: "1.0.0"
author: "ID8Labs"
triggers:
  - "financial report"
  - "P&L statement"
  - "balance sheet"
tags:
  - financial-reporting
  - accounting
  - statements
---

# 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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