financials-normalizer

Normalize extracted financial rows into a model-ready long-form schema with QA artifacts.

488|76|Updated Jun 2, 2026
One-click install
npx skills add https://github.com/openai/role-specific-plugins --skill financials-normalizer
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financials-normalizer
Source: https://github.com/openai/role-specific-plugins/tree/main/plugins/financial-markets/skills/financials-normalizer
Command: npx skills add https://github.com/openai/role-specific-plugins --skill financials-normalizer

SYSTEM DOCUMENTATION & REQUIREMENTS

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

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.

Frequently Asked Questions about financials-normalizer

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

FAQPage Schema
How do I normalize messy public-company financial data into a model-ready schema?

To normalize messy public-company financial data, this Skill transforms extracted rows into a standardized long-form schema, preserving source provenance and applying governance rules for citations, period labeling, and currency units to produce auditable outputs.

What is financial data normalization with source indexing and QA flags?

Financial data normalization with source indexing and QA flags is the process of structuring extracted financial rows into a long-form schema while generating a Source_Index and Normalization_Issues file to ensure traceability and highlight data conflicts for audit trails.

How do I generate an audit trail for normalized financial statements?

You generate an audit trail for normalized financial statements by running the normalization pipeline, which produces Normalized_Financials_Long.csv alongside Source_Index.csv and QA artifacts that track evidence labels and preserve raw inputs for downstream review.

Can I use normalized financials for downstream equity models and earnings analysis?

Yes, you can use normalized financials for downstream equity models and earnings analysis because the Skill outputs a model-ready long-form schema specifically designed to enable downstream workflows like earnings modeling and investment memos.

Does this financial normalization process handle currency units and evidence labeling?

Yes, this financial normalization process handles currency units and evidence labeling by enforcing governance rules that standardize period labels and evidence types while preserving source citations and generating confidence labeling artifacts for audit.

What are the limitations of normalizing extracted financial rows without QA flags?

Normalizing extracted financial rows without QA flags limits auditability, whereas this Skill prevents that constraint by generating Normalization_Issues.csv and preserving raw input conflicts to ensure downstream model loading remains fully traceable and governed.