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carta-consolidating-pnl

Generate a firm-wide consolidating income statement across entities for a specified month.

12|16|Updated Mar 26, 2026
Search Tags:#excel#budget#income statement#carta#consolidating p&l#firm-wide#tag-view
One-click install
npx skills add https://github.com/carta/plugins --skill carta-consolidating-pnl
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: carta-consolidating-pnl
Source: https://github.com/carta/plugins/tree/main/plugins/carta-investors/skills/carta-consolidating-pnl
Command: npx skills add https://github.com/carta/plugins --skill carta-consolidating-pnl

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill eliminates the tedious manual work of compiling a consolidating income statement across multiple legal entities, replacing hours of error-prone spreadsheet work with a single automated workflow that pulls live data from Carta.

Core Features & Use Cases

  • Firm-wide P&L aggregation: Sums journal entries across every entity under a firm for a selected month, applying correct revenue sign conventions and section classification.
  • Dual-tab Excel output: Produces a detailed P&L tab with Month and YTD Actual/Budget/Variance columns, plus an executive Summary P&L tab with formula-linked cross-sheet references.
  • Tag-view mode: Optionally breaks down actuals by all firm reporting-tag categories (Department, Function, Geography, etc.) in a wide or long pivot layout.
  • Live data sourcing: Pulls actuals from Carta's data warehouse via MCP and can fetch budgets from Carta Fund Admin, Excel files, or workbook tabs.

Quick Start

Use the carta-consolidating-pnl skill to generate a consolidating P&L for Acme Ventures for March 2026.

Frequently Asked Questions about carta-consolidating-pnl

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

FAQPage Schema
How do I generate a firm-wide consolidating P&L in Excel from Carta?▼

To generate a firm-wide consolidating P&L, this workflow sums journal entries across all entities for a selected month via Carta MCP and formats the output directly in Excel using the add-in runtime.

Can I break down consolidating income statement actuals by reporting tag categories?▼

Yes, tag-view mode optionally breaks down actuals by firm reporting-tag categories such as Department, Function, or Geography, presenting the data in a wide or long pivot layout within Excel.

What data sources are needed for multi-entity P&L aggregation and budget variance reporting?▼

Multi-entity P&L aggregation requires DWH journal entry access through Carta MCP for actuals, while budgets can be fetched from Carta Fund Admin, external Excel files, or workbook tabs.

Does the consolidating P&L output include both detailed and executive summary tabs?▼

Yes, the dual-tab Excel output produces a detailed P&L tab with Month and YTD Actual, Budget, and Variance columns, plus an executive Summary P&L tab with formula-linked cross-sheet references.

Why use automated firm-wide income statement generation instead of manual spreadsheet compilation?▼

Automated firm-wide income statement generation eliminates hours of error-prone manual spreadsheet work by pulling live Carta data and applying correct revenue sign conventions and section classifications automatically.

Do I need Carta MCP connectivity to run a consolidating income statement across multiple legal entities?▼

Yes, Carta MCP connectivity and DWH journal entry access are required to pull live actuals, along with the Excel add-in runtime for output formatting and branding.

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