3-statement-model

Construct integrated 3-statement financial models with automated linkages.

3|1|Updated May 19, 2026
One-click install
npx skills add https://github.com/Quill-Agent/Quill-Agent --skill 3-statement-model-quill-agent
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/Quill-Agent/Quill-Agent/tree/main/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/Quill-Agent/Quill-Agent --skill 3-statement-model-quill-agent

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, excel-author, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the creation of integrated 3-statement financial models, reducing manual errors and saving time for financial analysts.

Core Features & Use Cases

  • Integrated 3-Statement Modeling: Automatically link Income Statement, Balance Sheet, and Cash Flow Statement with working capital schedules, D&A roll-forwards, and debt schedules.
  • Excel Integration: Utilizes the excel-author skill for formatting, formulas, and named ranges.
  • Use Case: For a company's financial model, this Skill can quickly set up a template with all necessary linkages and validations, allowing analysts to focus on data input and analysis.

Quick Start

Run the 3-statement-model skill to create a financial model template for the company's financial year ending 2024.

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 Statement. This solution constructs the model with working capital schedules, D&A roll-forwards, and debt schedules to ensure accounting flows are accurately captured.

How does openpyxl handle automated linkages for financial analysis?

openpyxl handles automated linkages for financial analysis by programmatically writing formulas, formatting cells, and managing named ranges. It dynamically connects the three financial statements within Excel, reducing manual entry errors and ensuring structural integrity.

Do I need Excel and openpyxl to create a 3-statement financial model?

Yes, you need openpyxl and the excel-author dependency to create a 3-statement financial model. These tools manage Excel formatting, generate formulas, and map named ranges required for the integrated financial statements and supporting debt schedules.

What is the best way to automate working capital and debt schedules for corporate finance?

The best way to automate working capital and debt schedules for corporate finance is using a templated 3-statement model. This approach structures the schedules with automated linkages, allowing analysts to focus on data input rather than manual formula construction.

Can I use this 3-statement modeling approach for investment banking workflows?

Yes, you can use this 3-statement modeling approach for investment banking workflows. It applies directly to corporate finance and financial analysis by quickly setting up comprehensive templates with necessary linkages and validations for company financials.

Why does my integrated financial model have broken Balance Sheet linkages?

Broken Balance Sheet linkages in an integrated financial model often occur when Cash Flow Statement components or debt schedules are misaligned. Automating the 3-statement linkages through openpyxl ensures formulas and named ranges remain consistently connected.