3-statement-model

Build integrated three-statement financial models with linked Excel formulas and validation checks.

Updated Jun 25, 2026
One-click install
npx skills add https://github.com/davpatel605-beep/hermusagent --skill 3-statement-model-davpatel605-beep
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/davpatel605-beep/hermusagent/tree/main/backend/vendor/hermes/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/davpatel605-beep/hermusagent --skill 3-statement-model-davpatel605-beep

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill solves the challenge of creating reliable, interconnected three-statement financial models by automating the structure, formulas, and validation required to make income statements, balance sheets, and cash flow statements tie together.

Core Features & Use Cases

  • Integrated Model Construction: Builds linked income statement, balance sheet, and cash flow models with supporting schedules for working capital, depreciation, debt, and retained earnings.
  • Financial Model Validation: Applies balance checks, cash tie-outs, formula integrity checks, scenario validation, and audit procedures to improve model reliability.
  • Use Case: Financial analysts can use this Skill to complete Excel forecasting templates, incorporate historical financial data, and produce scenario-driven models for valuation or planning workflows.

Quick Start

Use the 3-statement-model skill to complete the provided Excel financial model template with linked projections and validation checks.

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?

To build an integrated three-statement financial model in Excel, you need linked income statements, balance sheets, and cash flow statements supported by schedules for working capital, depreciation, and debt to ensure formulas tie out correctly.

How does openpyxl handle cash flow statement linkages and balance sheet validation?

openpyxl handles cash flow statement linkages and validation by applying formula-driven construction conventions to generate Excel models, running balance checks, cash tie-outs, and formula integrity audits to maintain financial statement reliability.

Can I use this approach for corporate planning and scenario analysis?

Yes, you can use this approach for corporate planning and scenario analysis. The modeling workflow incorporates historical financial data and applies scenario validation to produce reliable projections for valuation preparation.

What's the best way to automate financial forecasting with supporting schedules?

The best way to automate financial forecasting with supporting schedules is using formula-driven Excel construction that connects working capital, depreciation, debt, and retained earnings schedules directly to the core financial statements.

Why does my balance sheet not tie out when building financial projections?

Your balance sheet does not tie out because of missing financial statement linkages or broken formulas. Applying balance checks, cash tie-outs, and formula integrity validation ensures the income statement, balance sheet, and cash flow statements connect properly.

Do I need Excel templates to start financial modeling with openpyxl?

Yes, you need an Excel financial model template to start. The workflow completes provided templates by inserting linked projections, supporting schedules, and validation checks using openpyxl-based model generation conventions.