finance-report

Generates a single-screen financial report with KPIs, revenue/burn charts, and P&L summary.

1|Updated May 8, 2026
One-click install
npx skills add https://github.com/MyHeavenDyf/UXAI --skill finance-report-myheavendyf
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finance-report
Source: https://github.com/MyHeavenDyf/UXAI/tree/main/packages/app/octoapp/templates/finance-report
Command: npx skills add https://github.com/MyHeavenDyf/UXAI --skill finance-report-myheavendyf

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill automates the creation of detailed financial reports, providing an efficient solution to manual report generation.

Core Features & Use Cases

  • Financial Report Generation: Quickly produce a single-screen financial report with key metrics and visual charts.
  • Adaptive to Briefs: Customize the report based on the brief's details, such as period and entity.
  • Use Case: Use this Skill to create a Q3 financial report for a SaaS company, automatically populating MRR, burn rate, and other critical financial data.

Quick Start

Generate a Q3 financial report for an early-stage SaaS company using the finance-report skill.

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 reporting for a SaaS company?

Automate financial reporting by generating a single-screen report with KPIs, revenue charts, P&L summaries, and outlook paragraphs. Customize outputs based on brief details like period and entity for quarterly or monthly SaaS reporting.

What financial metrics are included in an automated SaaS report?

Automated SaaS financial reports include KPIs like MRR and burn rate, alongside revenue and burn charts, a P&L summary, and an outlook paragraph. These predefined metrics provide comprehensive startup financial analysis.

Can I generate a quarterly financial report with a single command?

Yes, generate quarterly financial reports with a single command. The system produces a single-screen layout containing critical financial data, P&L summaries, and visual charts tailored for SaaS and startup environments.

Does automated financial reporting work for monthly startup reporting?

Automated financial reporting supports both monthly and periodic startup reporting. It adapts to brief details like period and entity, populating key financial data such as MRR and burn rate into a consolidated view.

What is the best way to visualize burn rate and MRR for stakeholders?

Visualize burn rate and MRR by generating a financial report with predefined visual charts. This single-screen output combines critical SaaS metrics, a P&L summary, and an outlook paragraph for stakeholder review.