finance-report

Generate a self-contained HTML financial report with KPIs, charts, and P&L tables.

1|Updated Jul 9, 2026
One-click install
npx skills add https://github.com/PiercingXX/xx-stack --skill finance-report-piercingxx
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finance-report
Source: https://github.com/PiercingXX/xx-stack/tree/main/packs/design/runtime/skills/design/finance-report
Command: npx skills add https://github.com/PiercingXX/xx-stack --skill finance-report-piercingxx

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

It helps you quickly turn a financial brief into a polished, single-screen monthly or quarterly report that communicates KPIs, trends, and outlook without manual layout work.

Core Features & Use Cases

  • Single-file HTML financial report: Produces a self-contained HTML document with inline CSS and SVG charts suitable for sharing or embedding.
  • Finance-specific structure: Generates a masthead, KPI strip, revenue trend chart, cost breakdown bars, P&L summary table, top accounts table, and an outlook paragraph.
  • Design-system token compliance: Uses the active DESIGN.md palette tokens for charts, typography, and components rather than inventing new brand colors.

Quick Start

Use the finance-report skill to produce a quarterly financial report from my notes for an early-stage SaaS, including MRR, burn, gross margin, and top accounts.

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 board-ready HTML financial report from raw notes?

To generate a board-ready HTML financial report, you provide a finance brief containing your KPIs, revenue trends, and P&L data. The system renders this input into a self-contained HTML document with inline CSS, SVG charts, and formatted tables suitable for immediate sharing.

What is the best way to create a self-contained HTML file with SVG charts for a P&L summary?

The best way to create a self-contained HTML file with SVG charts is to use a finance-specific report generator that embeds all CSS and graphics directly in the document. This ensures your P&L summary and cost breakdown bars render consistently without external dependencies.

Can I use this financial report generator for early-stage SaaS MRR and burn rate reviews?

Yes, you can use this financial report generator for early-stage SaaS MRR and burn rate reviews. It is specifically designed for monthly, quarterly, or yearly reporting scenarios, effectively structuring startup metrics like gross margin, cash runway, and top accounts into a polished layout.

Does the generated HTML financial report support custom design tokens for chart visualization?

Yes, the generated HTML financial report supports custom design tokens for chart visualization. It actively uses the active DESIGN.md palette tokens for typography, charts, and components rather than inventing new brand colors, ensuring visual consistency with your existing design system.

What specific financial components are included in an automated board-ready report?

An automated board-ready report includes a masthead, a KPI strip, a revenue trend chart, cost breakdown bars, a P&L summary table, a top accounts table, and an outlook paragraph. These components are structured to fit a single-screen layout for clear financial communication.

Why does my HTML financial report need a single-screen layout for board presentations?

Your HTML financial report needs a single-screen layout to communicate KPIs, trends, and outlook without manual layout work. This format allows stakeholders to view the complete financial picture, including P&L summaries and cash runway, without scrolling through multiple disjointed pages.