Finance · Skill
Financial statements
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.
- Works better with a connected tool
What the skill covers
The sections of its instructions, in order.
- 01 Usage
- Arguments
- 02 Workflow
- 1. Gather Financial Data
- 2. Generate Income Statement
- 3. Variance Analysis
- 4. Key Metrics Summary
- 5. Material Variance Summary
- 6. Output
- 03 GAAP Presentation Requirements
- Income Statement (ASC 220 / IAS 1)
- Balance Sheet (ASC 210 / IAS 1)
- Cash Flow Statement (ASC 230 / IAS 7)
- 04 Balance Sheet Reference Format
- 05 Cash Flow Statement Reference Format (Indirect Method)
- 06 Common Adjustments and Reclassifications
- Period-End Adjustments
- Reclassifications
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Frequently asked questions
What does Financial statements do?
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.
Is Financial statements free to use?
Yes. Financial statements is published by Anthropic under the Apache 2.0 licence, and you can use it with a free Phở account.
How do I use Financial statements in Phở?
Press Open in Phở, then Try to apply it to your next message, or add the Finance set so Phở loads it whenever a request matches.
Does Financial statements need other tools?
Some steps expect a connected tool, such as a CRM or a document store. Without one, Phở does those steps with what you paste or upload.
Copied unchanged from anthropics/knowledge-work-plugins at commit d900840 and credited to Anthropic, who is not affiliated with Phở. The full instructions and licence text ship with the skill inside Phở.