Financial Stmt
Transform financial statements into actionable intelligence with automated metric analysis
What You Can Do
Convert raw financial statements from QuickBooks or Xero into comprehensive financial intelligence. The skill automatically calculates critical liquidity, profitability, efficiency, and leverage ratios; detects unusual account movements and metric red flags; performs trend analysis across periods; and benchmarks your performance against industry standards—all delivered in an executive-ready summary with actionable recommendations.
Features
Automatically extracts and structures P&L, balance sheet, and cash flow data from CSV/Excel exports
Computes liquidity, profitability, efficiency, leverage, and cash conversion cycle ratios automatically
Identifies unusual account movements, seasonal deviations, and metric red flags that signal problems
Calculates YoY/QoQ growth rates, revenue percentage shifts, and working capital trends
Contextualizes results against industry standards and your historical baselines
Produces one-page findings with risk flags, opportunities, and specific recommendations
Analyzes quarterly or annual statements to reveal patterns and trajectory
Example Output
Input: Monthly P&L and balance sheet for Q3 2024 from QuickBooks
Output:
Executive Summary
- Current Ratio: 1.8x (↓0.3 from Q2) — Monitor short-term liquidity
- Gross Margin: 42% (↑2pp YoY) — Pricing increases outpacing COGS growth
- DSO: 52 days (↑8 days vs Q2) — Collections slowdown detected; recommend follow-up
- Debt-to-Equity: 0.65x (within 0.5–0.8x industry range)
Anomalies Detected
- SG&A expenses increased 18% QoQ vs. 4% revenue growth (not seasonal) — Investigate discretionary spend
- Inventory ballooning 25% while COGS flat — Potential obsolescence risk
Recommendations
- Implement accounts receivable follow-up process to reduce DSO
- Review Q3 expense budget variance and reallocate overruns
- Audit slow-moving inventory for write-down potential
What's Included
- SKILL.md instruction file with financial analysis methodology:
- Financial metrics calculator: Pre-configured formulas for 30+ ratios and KPIs
- Anomaly detection checklist: Red flags and investigation prompts
- Industry benchmark framework: Template to map your metrics against peer standards
- Executive summary template: One-page findings format for board/investor presentations
Who It's For
- CFOs and Controllers — Quarterly and annual close reviews, board package preparation
- Finance Analysts — Investor presentations, financial reporting, board-level analysis
- Credit Analysts — Borrower financial health evaluation for lending decisions
- Internal Audit Teams — Accounting quality validation and irregularity detection
- M&A and Corporate Development — Target company financial health assessment
Best For
- Quarterly and annual financial statement analysis
- Executive summary and board report generation
- Trend and anomaly detection across accounting periods
- Liquidity, profitability, and leverage ratio calculation
- Industry benchmarking and peer comparison
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