Financial Statements

anthropics/knowledge-work-pluginsOfficial

Generates the three core financial statements with period-over-period comparisons and flags material variances based on configurable thresholds. Pulls from your ERP or data warehouse if connected, otherwise works with pasted trial balance data. The workflow walks through income statement generation in detail, with variance decomposition that breaks changes into volume, rate, mix, and timing effects. It'll calculate standard metrics like gross margin and operating margin, then surface which line items need investigation based on dollar or percentage thresholds you set. Honestly most useful for the monthly close process when you need to explain variances to leadership and don't want to manually build comparison columns in Excel. Includes GAAP presentation guidance for all three statements.

skills.sh installs: 4.7K
GitHub stars: 35.3K
last updated: Aug 21, 2026

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Install

$ npx -y skills add anthropics/knowledge-work-plugins --skill financial-statements --agent claude-code

Installs into .claude/skills of the current project.

Files

/financial-statements

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Important: This command assists with financial statement workflows but does not provide financial advice. All statements should be reviewed by qualified financial professionals before use in reporting or filings.

Generate financial statements with period-over-period comparison and variance analysis. The workflow below walks through income statement generation; balance sheet and cash flow statement reference formats, GAAP presentation requirements (ASC 220/210/230), and common period-end adjustments are included as supporting reference material.

Usage

/financial-statements <period-type> <period>

Arguments

period-type — The reporting period type:
- monthly — Single month P&L with prior month and prior year month comparison
- quarterly — Quarter P&L with prior quarter and prior year quarter comparison
- annual — Full year P&L with prior year comparison
- ytd — Year-to-date P&L with prior year YTD comparison
period — The period to report (e.g., 2024-12, 2024-Q4, 2024)