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finance-report

Generate self-contained HTML financial reports with KPIs and P&L summaries.

Updated May 11, 2026
Search Tags:#automation#reporting#KPI#P&L#financial report
One-click install
npx skills add https://github.com/Maccio-huang/opendesign --skill finance-report-maccio-huang
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-report
Source: https://github.com/Maccio-huang/opendesign/tree/main/skills/finance-report
Command: npx skills add https://github.com/Maccio-huang/opendesign --skill finance-report-maccio-huang

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill streamlines the creation of professional financial reports with KPIs and P&L summaries, eliminating the manual process and providing a single HTML file for immediate use.

Core Features & Use Cases

  • Automated Financial Report Generation: Create financial reports with pre-formatted KPIs, burn charts, and P&L summaries.
  • Use Case: Build a quarterly financial report with MRR, burn, and cash runway, incorporating data from the most recent quarter for analysis and forecasting.

Quick Start

Create a financial report with QoQ growth trends using the finance-report skill and the following prompt: 'Build a Q3 financial report with QoQ growth trends for the past 12 months'.

Frequently Asked Questions about finance-report

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

FAQPage Schema
How do I automate financial report generation with KPI and P&L summaries?▼

You can automate financial report generation by processing your raw financial data through predefined formatting templates to produce KPI and P&L summaries. This approach eliminates manual formatting and outputs a self-contained HTML report for immediate use.

Can I generate a quarterly financial report with QoQ growth trends and cash runway metrics?▼

Yes, you can generate a quarterly financial report that includes QoQ growth trends, cash runway, and MRR metrics. The reporting mechanism supports various business reporting periods such as quarterly, monthly, or yearly intervals.

What is the best way to create an HTML financial report from raw accounting data?▼

The best way to create an HTML financial report is to use an automated script that maps your raw accounting data to predefined formatting templates. This generates a self-contained HTML file containing your KPIs and P&L summaries.

Does this reporting approach support multiple business dimensions and reporting periods?▼

Yes, this reporting approach supports multiple business dimensions and various reporting periods including monthly, quarterly, and yearly intervals. It incorporates these specific business dimensions directly into your KPI and P&L summaries.

Do I need any external dependencies to produce P&L summaries and burn charts?▼

No external dependencies are required to produce P&L summaries and burn charts. The skill operates using self-contained scripts to process your provided financial data and generate the final HTML report.

Why use an automated HTML financial report instead of a traditional spreadsheet format?▼

An automated HTML financial report provides a single, self-contained file that is immediately shareable and viewable in browsers. This eliminates manual spreadsheet formatting and pre-formats your KPIs, burn charts, and P&L summaries automatically.

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