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3-statement-model

Create and validate integrated 3-statement financial models with formula-linked projections.

2|1|Updated May 10, 2026
Search Tags:#financial modeling#cash flow#balance sheet#excel automation#model validation#scenario analysis
One-click install
npx skills add https://github.com/zli5460/hermes-agent-X-Phoenix-Architecture --skill 3-statement-model-zli5460
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/zli5460/hermes-agent-X-Phoenix-Architecture/tree/main/optional-skills/finance/3-statement-model
Command: npx skills add https://github.com/zli5460/hermes-agent-X-Phoenix-Architecture --skill 3-statement-model-zli5460

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

This Skill streamlines the creation of fully integrated 3-statement financial models, ensuring accurate linkages between income statement, balance sheet, and cash flow with formula-based projections.

Core Features & Use Cases

  • Automated Model Population: Populate Excel templates with historical financial data and assumptions, maintaining correctness and formula integrity.
  • Validation & Consistency Checks: Verify that balance sheets balance, cash flows tie to balance sheet cash, and all formulas are correctly linked.
  • Use Case: A finance analyst preparing a valuation model can quickly import public company data, ensure all linkages are proper, and simulate scenario changes dynamically.

Quick Start

Provide the financial data extracted from SEC filings or internal sources to populate the model template without overwriting existing formulas.

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?▼

Build a 3-statement financial model by providing historical financial data and assumptions to populate Excel templates, ensuring accurate formula links and data consistency across income statement, balance sheet, and cash flow.

How do I validate that my balance sheet balances and cash flow ties correctly?▼

Validate model integrity by running systematic checks that ensure the balance sheet balances, cash flows tie to balance sheet cash, and all formulas are correctly linked across the financial statements.

Can I import external data sources into Excel without overwriting existing formulas?▼

Yes, you can import external financial data from sources like SEC filings into the model template without overwriting existing formulas, maintaining formula-driven calculations and data consistency.

Does this approach support scenario analysis and dynamic simulations for valuation?▼

Yes, scenario analysis is supported, allowing finance analysts to dynamically simulate scenario changes within the integrated financial model to aid in business valuation and decision-making.

Do I need to manually format historical financial data before populating the model?▼

You provide financial data extracted from SEC filings or internal sources to populate the model template, relying on automated population to maintain correctness and formula integrity without manual formatting.

What is the best way to maintain formula integrity when automating Excel financial modeling?▼

Maintain formula integrity during Excel financial modeling by using systematic validation checks that preserve formula-driven calculations while populating templates with external data, ensuring accurate linkages across statements.

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