skills.rest
icyzh
icyzhCOMMUNITY
Explore all skills by this author →
Website𝕏@icyzhbeGitHub

3-statement-model

Construct integrated three-statement financial models with formula-driven linkages using openpyxl.

1|Updated Jul 31, 2026
Search Tags:#finance#excel#modeling#valuation#projections#financial statements
One-click install
npx skills add https://github.com/icyzh/hermes-web --skill 3-statement-model-icyzh
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/icyzh/hermes-web/tree/main/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/icyzh/hermes-web --skill 3-statement-model-icyzh

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, Cash Flow) by enforcing strict formula-based linkages and professional formatting standards.

Core Features & Use Cases

  • Integrated Modeling: Automatically links IS, BS, and CF statements to ensure balance sheet integrity and cash tie-outs.
  • Professional Standards: Applies a consistent blue/grey color palette and standardized formula logic to ensure model readability and auditability.
  • Use Case: Use this skill to build a 5-year projection model for a startup, ensuring that all revenue growth, expense assumptions, and debt schedules flow correctly into the final financial statements.

Quick Start

Use the 3-statement-model skill to initialize a new financial workbook template and link the Income Statement to the Balance Sheet.

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 3-statement financial model in Excel?▼

An integrated 3-statement financial model automatically links the Income Statement, Balance Sheet, and Cash Flow using formula-driven logic to ensure balance sheet integrity and accurate cash tie-outs. This approach enforces professional formatting and strict sign conventions for auditability.

Can I generate Excel financial projections with openpyxl?▼

Yes, you can generate Excel financial projections with openpyxl by using headless operations to construct formula-driven linkages. This allows you to build projection models, perform scenario analysis, and calculate credit metrics for investment analysis workflows.

What is the best way to link Income Statement, Balance Sheet, and Cash Flow statements?▼

The best way to link financial statements is through strict formula-based logic that enforces circular reference handling and standardized model integrity. This ensures that revenue growth and debt schedules flow correctly across the Income Statement, Balance Sheet, and Cash Flow.

How do you handle circular references in integrated financial models?▼

Handling circular references in integrated financial models requires strict adherence to professional formula logic and model integrity standards. Proper circular reference handling ensures that debt schedules and interest calculations flow correctly without breaking the balance sheet.

Does this approach support scenario analysis and credit metric calculation for corporate finance workflows?▼

Yes, this approach supports scenario analysis and credit metric calculation for corporate finance workflows. By building integrated projection models with enforced formula linkages, you can evaluate varying revenue growth assumptions and debt schedules for investment analysis.

Related Skills

Explore More Finance & Accounting Skills→
InverterNetworkInverterNetwork

3-statement-model

Construct integrated three-statement financial models in Excel with openpyxl.

Official
Advanced
auldsyababuaauldsyababua
6

Creating Financial Models

Build Excel financial models with DCF, sensitivity, Monte Carlo, and scenario analyses.

Community
Advanced
travisjneumantravisjneuman
88

finance

Build DCF, LBO, and M&A financial models for valuation analysis.

Community
Advanced
aayushsoamaayushsoam
1

3-statement-model

Automate creation and analysis of integrated income statement, balance sheet, and cash flow models.

Community
Advanced