What problem does it solve?
This skill solves the complexity and error-prone nature of building and auditing corporate financial models by providing a structured, auditable, and review-focused environment for three-statement modeling.
Core Features & Use Cases
- Three-Statement Modeling: Automatically generates clean, dependency-free Excel workbooks covering income statements, balance sheets, and cash flow.
- Model Audit & Integrity: Provides a dedicated review queue to verify balance sheet ties, cash roll-forwards, and formula logic before any external delivery.
- Use Case: Use this skill to build a five-year fundraising forecast for a startup, then use the local browser UI to audit the model's logic and review KPIs before presenting the pack to investors.
Quick Start
Use the kelly-finance skill to build a new three-statement model for my company named ExampleCo with a base revenue of one million dollars.