3-statements

Fill and link income statement, balance sheet, and cash flow templates for auditable forecasts.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill 3-statements-brianping7
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statements
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill 3-statements-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the filling and linking of income statement, balance sheet, and cash flow templates to produce auditable, forward-looking forecasts.

Core Features & Use Cases

  • Integrated IS/BS/CF forecasting: Populates all three statements with consistent drivers and cross-references.
  • Audit trail: Tracks assumptions, adjustments, and rationale for easy validation.
  • Real-world scenario planning: Generates multiple forecast horizons (e.g., 5-year) across alternative cases.

Quick Start

Load your historical IS/BS/CF data and run the model to generate a fully linked 5-year forecast.

Frequently Asked Questions about 3-statements

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build an auditable 3-statement financial model from historical data?

To build an auditable 3-statement financial model, you need to load 5 years of historical income statement, balance sheet, and cash flow data to generate a fully linked 5-year forward forecast.

What is the best way to link income statement, balance sheet, and cash flow templates?

Linking these templates requires populating all three statements with consistent drivers and cross-references, ensuring outputs include traceable inputs and ready-to-audit notes for validation.

Can I generate multiple forecast scenarios for a 3-statement model?

Yes, you can generate multiple forecast scenarios by applying the model to historical IS/BS/CF data to produce alternative five-year forward cases for various business scenarios.

How does an auditable financial model track assumptions and adjustments?

An auditable financial model tracks assumptions, adjustments, and rationale throughout the forecasting process, providing standardized formatting and traceable inputs for easy validation.

Do I need 5 years of historical data for integrated IS/BS/CF forecasting?

Yes, integrated IS/BS/CF forecasting applies the model to 5 years of historical income statement, balance sheet, and cash flow data to generate accurate five-year forward scenarios.