kelly-finance

Build and audit three-statement financial models in Excel workbooks.

4|3|Updated Feb 25, 2026
One-click install
npx skills add https://github.com/mr-kelly/skills --skill kelly-finance
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: kelly-finance
Source: https://github.com/mr-kelly/skills/tree/main/skills/kelly-finance
Command: npx skills add https://github.com/mr-kelly/skills --skill kelly-finance

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires @hono/node-server, hono, and includes scripts (resource) and references (resource) and assets (resource) components.

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.

Frequently Asked Questions about kelly-finance

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

FAQPage Schema
How do I build a three-statement financial model for fundraising?

You can build a three-statement financial model for fundraising by generating a clean, dependency-free Excel workbook covering income statements, balance sheets, and cash flow. The skill automates workbook generation using local Python scripts.

What is the best way to audit an Excel financial model for formula logic?

The best way to audit an Excel financial model for formula logic is using a dedicated browser-based review queue. This environment verifies balance sheet ties, cash roll-forwards, and formula logic before any external delivery.

Can I use this FP&A tool to generate operating forecasts for board reporting?

Yes, you can use this FP&A tool to generate operating forecasts for board reporting. It builds and analyzes operating forecasts specifically designed for corporate finance, budgeting, and board reporting workflows.

Does three-statement modeling require local Python execution?

Yes, three-statement modeling requires local Python execution for workbook generation. A browser-based UI is also utilized separately to perform model integrity checks and track human-in-the-loop review decisions.

How do I verify cash roll-forwards and balance sheet ties before presenting to investors?

To verify cash roll-forwards and balance sheet ties before presenting to investors, use the local browser UI to audit the model's logic. This review workflow tracks KPIs and ensures model integrity for external delivery.