financials-normalizer

Official

Turn messy financials into model-ready data.

Authoropenai
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Normalize messy public-company financial data from source materials into auditable, model-ready statements, KPI schedules, and QA-ready artifacts for downstream Public Equity Investing workflows.

Core Features & Use Cases

  • Normalize long-form financial rows into the standard long-form schema, preserving source provenance and enabling traceability.
  • Generate supporting artifacts like Source_Index.csv and QA flags (Normalization_Issues.csv, QA_Flags) to enable downstream handoffs and model loading.
  • Enforce governance rules for source citations, period labeling, currency/units, and evidence types, while preserving raw inputs and conflicts for audit.

Quick Start

Run the normalization pipeline on your extracted financial rows to generate Normalized_Financials_Long.csv, Source_Index.csv, and Normalization_Issues.csv.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

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Please help me install this Skill:
Name: financials-normalizer
Download link: https://github.com/openai/role-specific-plugins/archive/main.zip#financials-normalizer

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