financial-statements

Build P&L, balance sheet, and cash flow statements from trial balance data.

2|Updated Mar 26, 2026
One-click install
npx skills add https://github.com/tmcga/alpha-stack --skill financial-statements-tmcga
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-statements
Source: https://github.com/tmcga/alpha-stack/tree/main/skills/financial-statements
Command: npx skills add https://github.com/tmcga/alpha-stack --skill financial-statements-tmcga

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Financial statements are central to planning, reporting, and credit decisions, but assembling accurate income statements, balance sheets, and cash flows from raw data is error-prone and time-consuming.

Core Features & Use Cases

  • Build income statements, balance sheets, and cash flow statements from trial balance data with correct formatting and disclosures.
  • Perform vertical (common-size) and horizontal (trend) analyses and calculate key ratios (liquidity, profitability, leverage, efficiency).
  • Conduct DuPont decomposition to explain ROE and prepare notes for management discussions and investor presentations.

Quick Start

Input a trial balance and I will generate ready-to-use statements, ratios, and a succinct analytical summary.

Frequently Asked Questions about financial-statements

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

FAQPage Schema
How do I build financial statements from a trial balance?

To build financial statements from a trial balance, input your raw trial balance data to automatically generate formatted income statements, balance sheets, and cash flow statements with correct disclosures for FP&A or external reporting.

Can I perform DuPont analysis and ratio calculations on income statements?

Yes, you can perform DuPont decomposition on income statements to explain ROE, alongside calculating key financial ratios for liquidity, profitability, leverage, and efficiency to support credit analysis and investor presentations.

What's the best way to automate cash flow reconciliation from trial balance data?

The best way to automate cash flow reconciliation is using an end-to-end workflow that ingests trial balance data, constructs statements, and reconciles cash flows while handling non-GAAP considerations for board presentations.

Does this financial analysis approach support vertical and horizontal trend analysis?

Yes, this financial analysis approach supports vertical common-size analysis and horizontal trend analysis directly on the generated balance sheet and income statement, providing a succinct analytical summary for management discussions.

Do I need specific components or dependencies to prepare corporate financial statements?

No specific components or dependencies are required to prepare corporate financial statements; the process directly ingests trial balance data and applies clear guidance on basis, period, and data sources to output ready-to-use statements.

Why use automated financial statements for board presentations instead of manual entry?

Automated financial statements reduce the time-consuming, error-prone manual entry process, ensuring accurate P&L, balance sheet, and cash flow statements with proper disclosures for board presentations and external reporting.