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3-statement-model

Build integrated 3-statement financial models in Excel with automated linkage and validation.

Updated Jul 13, 2026
Search Tags:#automation#finance#excel#modeling#accounting#financial-statements
One-click install
npx skills add https://github.com/zangjeicy/Hermes --skill 3-statement-model-zangjeicy
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/zangjeicy/Hermes/tree/main/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/zangjeicy/Hermes --skill 3-statement-model-zangjeicy

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 models by automating the linkage between Income Statements, Balance Sheets, and Cash Flow statements while enforcing strict formula-based integrity.

Core Features & Use Cases

  • Integrated Modeling: Automatically links IS, BS, and CF statements to ensure the balance sheet balances and cash ties out.
  • Professional Formatting: Applies a standardized blue/grey palette and professional styling to ensure models are audit-ready.
  • Validation Checks: Includes automated audit dashboards to flag errors in working capital, debt schedules, and retained earnings roll-forwards.
  • Use Case: Use this skill to build a 5-year projection model for a startup, ensuring that every assumption change flows correctly through the financial statements without breaking the model.

Quick Start

Use the 3-statement-model skill to populate the financial template using the provided historical data 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 an integrated 3-statement financial model in Excel that balances automatically?▼

You build an integrated 3-statement financial model in Excel by automating linkages between the Income Statement, Balance Sheet, and Cash Flow Statement. This enforces strict formula-based integrity so the balance sheet balances and cash ties out automatically.

Can I automate validation checks for working capital and debt schedules in Excel financial projections?▼

Yes, you can automate validation checks for working capital and debt schedules in Excel financial projections. Automated audit dashboards flag errors in retained earnings roll-forwards and working capital to ensure model integrity.

Do I need openpyxl to generate professional financial statements in Excel?▼

Yes, you need openpyxl to generate professional financial statements in Excel. This dependency drives the automated application of standardized blue and grey formatting palettes, making financial projection models audit-ready.

What is the best way to link Income Statement, Balance Sheet, and Cash Flow projections for a startup?▼

The best way to link Income Statement, Balance Sheet, and Cash Flow projections for a startup is using formula-based automated linkage. This ensures every assumption change flows correctly through financial statements without breaking the model.

Why does my balance sheet not balance when I change assumptions in a 3-statement financial model?▼

A balance sheet does not balance when assumptions change due to broken formula linkages between statements. Automated 3-statement modeling enforces strict integrity so assumption changes flow correctly through the financial statements.

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