financial-statements

Name: financial-statements
Availability: InStock
Author: nmoralescyber

Generate GAAP/IFRS-compliant financial statements with three-column comparisons and variance flagging.

Updated Apr 25, 2026

Search Tags:#gaap #disclosures #financial-statements #ifrs #period-compare #variance-flagging #pr-act60

Ready to run

npx skills add https://github.com/nmoralescyber/claude-skill-optimization --skill financial-statements-nmoralescyber

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: financial-statements
Source: https://github.com/nmoralescyber/claude-skill-optimization/tree/main/skills/finance/financial-statements
Command: npx skills add https://github.com/nmoralescyber/claude-skill-optimization --skill financial-statements-nmoralescyber

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generates GAAP/IFRS-compliant financial statements — income statement (P&L), balance sheet, and cash flow — with current vs. prior period vs. prior-year comparison columns, dollar and percent changes, basis-point margin moves, and material-variance flagging. Includes disclosure-note checklist, period-end adjustment guidance, and Puerto Rico / Act 60 bilingual considerations.

Core Features & Use Cases

Produces formal statements (P&L, balance sheet, cash flow) with three-column comparisons and optional budget/forecast columns.
Includes a disclosure-note checklist, period-end adjustment guidance, and Puerto Rico Act 60 bilingual considerations to support PR reporting requirements.
Designed for board packs, external reporting, and close-management workflows; integrates with other finance SKILLs like finance:variance-analysis, finance:reconciliation, and finance:journal-entry.

Quick Start

Generate GAAP/IFRS-compliant financial statements for a defined period, including P&L, balance sheet, and cash flow with current, prior, and prior-year comparisons.

Frequently Asked Questions about financial-statements

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

FAQPage Schema

How do I automate GAAP financial statements with current and prior-year comparisons?▼

Automate GAAP financial statements by generating income statements, balance sheets, and cash flows with current, prior, and prior-year comparison columns. The output includes dollar and percent changes plus material-variance flagging for formal board packs and annual closes.

Can I generate IFRS-compliant financial statements with material variance flagging?▼

Yes, you can generate IFRS-compliant financial statements with material-variance flagging. The automation produces three-column comparisons highlighting dollar changes, percentage shifts, and basis-point margin moves to identify significant variances across reporting periods.

What's the best way to prepare GAAP disclosures and period-end adjustments for board packs?▼

Prepare GAAP disclosures and period-end adjustments using the built-in disclosure-note checklist and adjustment guidance. This workflow ensures formal statements meet reporting requirements for board packs, external reporting, and close-management processes.

Does this financial statements automation handle Puerto Rico Act 60 bilingual reporting requirements?▼

Yes, the financial statements automation handles Puerto Rico Act 60 bilingual considerations. It integrates PR Act 60 reporting requirements into the GAAP and IFRS statement generation process for compliant bilingual financial disclosures.

How do I integrate variance analysis and reconciliation with GAAP financial statement generation?▼

Integrate variance analysis and reconciliation by connecting the financial statement generation process with variance-analysis, reconciliation, and journal-entry workflows. This integration supports close-management processes and ensures material variances are flagged across comparison periods.

When do I need three-column comparison financial statements with budget and forecast columns?▼

You need three-column comparison financial statements for formal reporting needs like board packs, annual closes, and external disclosures. Adding optional budget and forecast columns supports variance analysis and close-management workflows for comprehensive period-end reporting.