finance-report

Generate a self-contained HTML financial report from DESIGN.md and data inputs.

84.7k|9.9k|Updated Apr 28, 2026
One-click install
npx skills add https://github.com/nexu-io/open-design --skill finance-report-nexu-io
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finance-report
Source: https://github.com/nexu-io/open-design/tree/main/skills/finance-report
Command: npx skills add https://github.com/nexu-io/open-design --skill finance-report-nexu-io

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill automates the creation of professional financial reports from design briefs, converting scattered inputs into a cohesive single HTML document.

Core Features & Use Cases

  • Reads a DESIGN.md to classify period, entity, and scope, then assembles a polished P&L, KPI deck, and masthead.
  • Produces a self-contained HTML file with inline CSS and SVG-based charts suitable for sharing with stakeholders.
  • Use Case: generate quarterly or monthly reports for SaaS / enterprise teams, including revenue, gross margin, cash runway, and top accounts insights.

Quick Start

Create a self-contained HTML finance report for the current period by running the skill with the DESIGN.md and data inputs.

Frequently Asked Questions about finance-report

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

FAQPage Schema
How do I generate a self-contained HTML financial report from raw data?

To generate a self-contained HTML financial report, provide a DESIGN.md brief alongside your data inputs. The skill classifies period, entity, and scope, then outputs a single HTML document with inline CSS, SVG charts, KPI cards, and P&L tables.

What is the best way to automate SaaS KPI dashboard and P&L summary creation?

Automating SaaS KPI dashboard and P&L summary creation involves reading a design brief to assemble mastheads, revenue tables, and financial charts. This process produces a polished, self-contained HTML document suitable for stakeholder sharing.

Do I need a DESIGN.md file to create quarterly enterprise financial reports?

Yes, you need a DESIGN.md file to create quarterly enterprise financial reports. The skill reads this brief to populate period, entity, and scope classifications, directly driving the assembly of KPI decks and P&L tables.

Can I produce a standalone financial dashboard with embedded assets for executive decks?

Yes, you can produce a standalone financial dashboard with embedded assets for executive decks. The process outputs a single HTML document featuring inline CSS and SVG-based charts, ensuring the report is completely self-contained for sharing.

What limitations exist when generating HTML financial reports for cash runway analysis?

A limitation of generating HTML financial reports for cash runway analysis is the reliance on predefined DESIGN.md inputs for scope and entity classification. Without properly structured design briefs and data inputs, automated KPI and P&L assembly may fail.