3-statement-model

Construct integrated three-statement financial models with formula-based linkages.

Updated Jun 17, 2026
One-click install
npx skills add https://github.com/cxnaive/hermes-agent-llbot --skill 3-statement-model-cxnaive
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/cxnaive/hermes-agent-llbot/tree/main/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/cxnaive/hermes-agent-llbot --skill 3-statement-model-cxnaive

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, and includes references (resource) components.

What problem does it solve?

This skill solves the complexity of building and maintaining integrated financial statements (Income Statement, Balance Sheet, and Cash Flow) by providing a structured, formula-driven approach that ensures mathematical integrity and professional formatting.

Core Features & Use Cases

  • Integrated Modeling: Automatically links Income Statement, Balance Sheet, and Cash Flow statements to ensure the model balances and ties out.
  • Professional Standards: Enforces a clean, consistent blue/grey color palette and standardized formula structures for auditability.
  • Validation Checks: Includes built-in integrity checks for balance sheet balancing, cash flow tie-outs, and retained earnings roll-forwards.
  • Use Case: Use this skill to build a 5-year projection model for a startup or public company, ensuring that all assumptions flow correctly through the statements and that the balance sheet remains balanced across all scenarios.

Quick Start

Use the 3-statement-model skill to populate the financial template with the provided historical data and generate a 5-year projection.

Frequently Asked Questions about 3-statement-model

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build an integrated three-statement financial model in Excel?

An integrated three-statement financial model links the Income Statement, Balance Sheet, and Cash Flow Statement using strict formula-based logic. This skill constructs the model, enforces professional formatting, and generates the Excel workbook programmatically using openpyxl.

Why does my balance sheet not balance when projecting financial statements?

Balance sheets fail to balance due to broken linkage between projected financial statements. This skill enforces strict formula-based linkage principles and includes built-in integrity checks for balance sheet balancing, cash flow tie-outs, and retained earnings roll-forwards.

Can I use openpyxl to generate a 5-year projection model with scenario analysis?

Yes, you can generate a 5-year projection model with scenario analysis using openpyxl. This skill programmatically constructs the Excel workbook, populates projection assumptions, and calculates credit metrics for corporate finance workflows.

What is the best way to ensure mathematical integrity in corporate finance modeling?

The best way to ensure mathematical integrity in corporate finance modeling is through structured, formula-driven projections. This skill enforces standardized formula structures, applies a consistent color palette for auditability, and runs validation checks across all linked statements.

Do I need openpyxl to create financial statements for investment analysis?

Yes, you need the openpyxl dependency installed to create financial statements for investment analysis. This skill requires openpyxl specifically for programmatic Excel workbook generation and to adhere to the strict formula-based linkage principles of the integrated model.

How do scenario analysis and credit metrics flow through projected financial statements?

Scenario analysis and credit metrics flow through projected financial statements via strict formula-based linkages connecting the Income Statement, Balance Sheet, and Cash Flow. This skill ensures all assumptions correctly propagate across scenarios while maintaining mathematical integrity.