financial-report-writer

Generates investor-grade financial reports and board-ready packages with aligned KPIs and narratives from provided data and report type.

1|1|Updated Apr 1, 2026
One-click install
npx skills add https://github.com/Peter-Swain-Inc/futureproof-skills --skill financial-report-writer
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-report-writer
Source: https://github.com/Peter-Swain-Inc/futureproof-skills/tree/main/plugins/futureproof-revenue-financial/skills/financial-report-writer
Command: npx skills add https://github.com/Peter-Swain-Inc/futureproof-skills --skill financial-report-writer

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generates consistent, investor-facing financial reports (investor updates, board packages, quarterly reviews, and management accounts) by leveraging FutureProof context to align formatting, KPI frameworks, and language.

Core Features & Use Cases

  • Data normalization & integrity checks: harmonize P&L, balance sheet, cash flow, and KPI data; identify and flag anomalies.
  • KPI-driven narrative: construct Situation–Performance–Outlook style commentary with a focus on material variances and strategic drivers.
  • Output readiness: produce executive summaries, full financial statements, variance deep-dives, and an adaptable briefing package for presenters.

Quick Start

Provide the required financial data and report type, and the skill will generate an investor update or board package using FutureProof context.

Frequently Asked Questions about financial-report-writer

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

FAQPage Schema
How do I generate investor-grade financial reports and board-ready packages?

To generate investor-grade financial reports, provide your raw financial data and specify the report type. The skill normalizes P&L, balance sheet, and cash flow data while calculating KPIs to produce structured board-ready packages and investor updates.

What is variance analysis and how does it fit into financial reporting?

Variance analysis identifies and flags material anomalies between financial periods. In financial reporting, it drives the Situation-Performance-Outlook narrative commentary, focusing executive summaries on strategic drivers and significant deviations from expected performance.

Can I use this skill for lender covenant reporting and management accounts?

Yes, you can use this skill for lender covenant reporting and management accounts. It aligns data, KPI frameworks, and language across periods and audiences to satisfy governance meetings and lender reporting process requirements.

What is the best way to automate KPI calculation and data normalization for board packages?

The best way to automate KPI calculation and data normalization is to supply your raw financial data to the skill. It harmonizes P&L, balance sheet, and cash flow data while performing integrity checks to flag anomalies before generating board packages.

Does financial reporting require FutureProof context to align formatting and language?

Yes, generating consistent investor-facing financial reports requires FutureProof context to align formatting, KPI frameworks, and language. This ensures your investor updates and quarterly reviews maintain consistent narrative structure.

What financial data do I need to prepare before generating an investor update?

Before generating an investor update, you need to prepare raw financial data including P&L, balance sheet, cash flow, and KPI figures. The skill uses this input to perform data normalization, integrity checks, and variance analysis for the final report.