3-statement-model

Construct integrated Income Statement, Balance Sheet, and Cash Flow models.

1|Updated May 12, 2026
One-click install
npx skills add https://github.com/projectedanx/hermes-agent --skill 3-statement-model-projectedanx
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/projectedanx/hermes-agent/tree/main/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/projectedanx/hermes-agent --skill 3-statement-model-projectedanx

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 statements 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 clear visual separation for professional-grade financial outputs.
  • Validation & Audit: Includes built-in checks for balance sheet integrity, cash tie-outs, and retained earnings roll-forwards to catch errors early.
  • Use Case: Use this skill to build a 5-year operating model for a startup or a 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 initialize a new financial model template and populate it with the provided historical data.

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?

Building an integrated three-statement financial model requires linking the Income Statement, Balance Sheet, and Cash Flow statement using strict formula-driven conventions to ensure mathematical integrity and balance across all scenarios.

How does programmatic Excel modeling handle balance sheet integrity and cash tie-outs?

Programmatic Excel modeling ensures balance sheet integrity and cash tie-outs through built-in validation checks and retained earnings roll-forwards that catch linkage errors early in the projection workflow.

Can I use openpyxl for financial statement projection and scenario analysis?

Yes, you can use openpyxl for financial statement projection and scenario analysis by programmatically constructing formula-based linkages that dynamically flow operating assumptions through integrated financial statements.

What is the best way to automate corporate finance modeling for investment analysis?

Automating corporate finance modeling for investment analysis is best achieved by using structured templates that calculate credit metrics and apply standardized professional formatting to formula-driven financial outputs.

Does this approach to integrated financial modeling support startup operating models?

Yes, this approach to integrated financial modeling supports building multi-year operating models for startups or public companies, ensuring all assumptions flow correctly and the balance sheet balances in every scenario.

Why does my financial model balance sheet not balance when using Excel formulas?

Your financial model balance sheet may not balance due to broken formula linkages between statements, which is why strict formula-based linkage conventions and built-in audit validations are required to catch errors.