3-statement-model

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

2|1|Updated Jul 14, 2026
One-click install
npx skills add https://github.com/heysuhas/hermes_cli --skill 3-statement-model-heysuhas
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/heysuhas/hermes_cli/tree/main/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/heysuhas/hermes_cli --skill 3-statement-model-heysuhas

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This skill solves the complexity and error-prone nature of building integrated financial models by providing a structured, formula-driven approach to linking Income Statements, Balance Sheets, and Cash Flow statements.

Core Features & Use Cases

  • Integrated Modeling: Automatically links IS, BS, and CF statements to ensure mathematical integrity and balance.
  • Professional Formatting: Applies standardized blue/grey palettes and professional styling to ensure models are audit-ready.
  • Validation & Checks: Includes built-in audit checks for balance sheet balancing, cash tie-outs, and retained earnings roll-forwards.
  • Use Case: Use this 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 balances in every scenario.

Quick Start

Use the 3-statement-model skill to populate the financial model template with the provided historical data and assumptions.

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 rigorous formula-based connections. It ensures mathematical integrity by automatically tying out cash balances and retained earnings roll-forwards across all projected periods.

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

Balance sheets often fail to balance due to broken formula linkages between cash flow and retained earnings. This skill resolves projection errors by applying standardized financial modeling conventions and built-in audit checks for cash tie-outs and balance sheet balancing.

Can I use openpyxl to programmatically generate a linked income statement and balance sheet?

Yes, openpyxl enables programmatic Excel manipulation to construct fully-integrated financial models. This approach automatically generates professional formatting, standardized palettes, and formula-driven linkages across income statements, balance sheets, and cash flow statements.

What is the best way to format an audit-ready corporate finance projection model?

Audit-ready corporate finance models require standardized blue and grey formatting palettes alongside built-in validation checks. This ensures rigorous formula-based linkages are visually identifiable and that balance sheet balancing and cash tie-outs are verified across all scenarios.

Do I need openpyxl to automate 5-year financial projection models for startups?

Yes, openpyxl is required to programmatically construct 5-year projection models for startups or public companies in Excel. It provides the programmatic Excel manipulation needed to establish rigorous formula linkages and standardized formatting conventions.

What are the limitations of using spreadsheet formulas for integrated financial modeling?

Spreadsheet formula modeling requires strict adherence to standardized conventions to prevent broken linkages and unbalanced sheets. When projections become highly complex, manual auditing is difficult, though this skill includes built-in validation checks for retained earnings and cash tie-outs to mitigate errors.