3-statement-model

Automate construction of linked 3-statement financial models with formula-based projections and scenario toggles.

Updated May 6, 2026
One-click install
npx skills add https://github.com/nvmohinani/financial_services --skill 3-statement-model-nvmohinani
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/nvmohinani/financial_services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model
Command: npx skills add https://github.com/nvmohinani/financial_services --skill 3-statement-model-nvmohinani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The 3-statement-model skill helps finance teams and analysts automatically build, populate, and link Income Statement, Balance Sheet, and Cash Flow templates, reducing manual assembly time and ensuring consistency across statements.

Core Features & Use Cases

  • Template population: Populate IS, BS, and CF templates with historical data and forecast drivers.
  • Linkage & validation: Maintain live linkages between statements and enforce core financial checks (Assets = Liabilities + Equity, NI linkage to CF, ending cash alignment).
  • Scenario-ready: Supports scenario analysis via an Assumptions tab and toggle-driven forecast variants.

Quick Start

Populate a complete 3-statement model for a company using the provided template 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 a linked 3-statement financial model in Excel?

You build a 3-statement financial model by populating IS, BS, and CF templates with historical data, then establishing live linkages between statements to ensure Assets equal Liabilities plus Equity across all forecast periods.

How does scenario analysis work with a three-statement model?

Scenario analysis works in a three-statement model by using an Assumptions tab with toggle-driven forecast variants, allowing you to switch between different projection drivers and immediately see the updated financial statements.

What is the best way to automate financial modeling and maintain consistent sign conventions?

Automating financial modeling ensures all projections use formulas and maintain correct sign conventions across the Income Statement, Balance Sheet, and Cash Flow, enforcing rigorous validation and consistent linkages without manual assembly errors.

Can I use Excel for integrated forecasting and model validation across financial statements?

Yes, Excel supports integrated forecasting and model validation by applying live linkages across financial statements, enforcing core financial checks like NI linkage to Cash Flow and ending cash alignment for accurate projections.

Why does my Balance Sheet not balance when forecasting a 3-statement model?

A Balance Sheet fails to balance during 3-statement forecasting when live linkages between statements are broken or sign conventions are incorrect, requiring rigorous model validation to ensure Assets equal Liabilities plus Equity.