3-statement-model

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

Updated May 4, 2026
One-click install
npx skills add https://github.com/InverterNetwork/hermes-agent --skill 3-statement-model-inverternetwork
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/InverterNetwork/hermes-agent/tree/main/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/InverterNetwork/hermes-agent --skill 3-statement-model-inverternetwork

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 enforcing strict formula-based linkages and professional formatting standards.

Core Features & Use Cases

  • Integrated Modeling: Automatically links Income Statement, Balance Sheet, and Cash Flow statements to ensure internal consistency and balance.
  • Professional Standards: Applies a clean, professional blue/grey color palette and standardized formula structures to ensure model readability and auditability.
  • Use Case: Use this Skill to build a 5-year projection model for a startup or public company, ensuring that the Balance Sheet balances and Cash Flow ties out across all scenarios.

Quick Start

Use the 3-statement-model skill to build an integrated financial model for the provided company data using the standard template structure.

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 integrated financial statements in Excel that automatically balance?

Integrated financial statements in Excel require strict formula-based linkages across the Income Statement, Balance Sheet, and Cash Flow to ensure internal consistency. Using headless openpyxl enforces formula integrity and cross-statement balance automatically.

What is a three-statement financial model and when do I need one?

A three-statement financial model links Income Statement, Balance Sheet, and Cash Flow statements together for rigorous accounting. You need one for corporate finance, valuation, and operational forecasting tasks requiring automated historical data population and projection drivers.

Can I use openpyxl to automate financial modeling and professional formatting in Excel?

Yes, openpyxl constructs integrated three-statement financial models in Excel headlessly. It applies professional blue and grey color palettes, standardized formula structures, and automated historical data population to ensure model readability and auditability.

How do I apply projection drivers to historical financial data for a 5-year forecast?

To apply projection drivers to historical financial data, populate historical figures into a structured template and apply projection formulas across the statements. This ensures the Balance Sheet balances and Cash Flow ties out across all 5-year forecast scenarios.

Does openpyxl support cross-statement accounting linkages for complex valuation tasks?

Openpyxl supports complex valuation tasks by constructing integrated three-statement models with strict formula-based linkages. This ensures rigorous accounting connections between statements, satisfying the requirements for automated historical data population and operational forecasting.

What are the limitations of using openpyxl for financial modeling in Excel?

Openpyxl builds headless Excel models with formula integrity but lacks a real-time calculation engine, meaning computed values are not evaluated until opening the file. It is suited for template generation and formatting rather than interactive spreadsheet manipulation.