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Agent skill

Financial Statements

by rongxinzy in rongxinzy/RongxinAI

Prepare and review balance sheets, income statements, cash flow statements, and period comparisons from trial balances or ledgers.

AGPL-3.0Auto-check passedBusiness, Finance & HR

Install Financial Statements

skills CLI
$ npx skills add rongxinzy/RongxinAI --skill financial-statements -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install rongxinzy/RongxinAI financial-statements --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .claude/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/finance-accounting-expert/skills/financial-statements .claude/skills/financial-statements && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
financial-statements
GitHub stars
154
Token cost
~493 tokens
SKILL.md length
222 words
Files
1
Skills in repo
94
Repo updated
First seen
Licence
AGPL-3.0

At a glance

Prepare and review balance sheets, income statements, cash flow statements, and period comparisons from trial balances or ledgers.

  • Works in 7 steps: Validate that trial balance debits equal… → Map every account to statement line,… → Apply only supported, approved… → …
  • Financial reporting
  • SKILL.md covers Inputs, Procedure, Cash flow and Output checks
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Financial Statements is an agent skill from rongxinzy/RongxinAI. Prepare and review balance sheets, income statements, cash flow statements, and period comparisons from trial balances or ledgers. Use for financial reporting, statement tie-outs, and management reporting packs.

Its SKILL.md is about 490 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Financial analysis. The repository describes itself as: An all-in-one local AI Agent workspace with a fully self-developed stack. The licence is AGPL-3.0.

When your agent uses it

  • Financial reporting
  • Statement tie-outs
  • Management reporting packs

Example prompts

  • “/financial-statements”

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Validate that trial balance debits equal credits and opening balances roll forward.
  2. Map every account to statement line, cash-flow category, entity, and disclosure group. Flag unmapped and multiply mapped accounts.
  3. Apply only supported, approved adjustments; keep original and adjusted trial balances separate.
  4. Prepare income statement, balance sheet, cash flow statement, and changes in equity where required.
  5. Reconcile net income, retained earnings, cash movement, debt, tax, intercompany, and foreign exchange across statements.
  6. Compare to prior period, budget, and forecast; investigate material or unexpected movements.
  7. Document accounting judgments, estimates, policy changes, reclassifications, restatements, and presentation limitations.

What it can do on your machine

Read from SKILL.md and the folder at commit 9c64865. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Financial Statements loads about 493 tokens when it runs. Until then it costs about 58 tokens; SKILL.md has 222 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~58
When it runs · the whole SKILL.md, loaded when a task matches
~493

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from rongxinzy/RongxinAI at commit 9c64865, republished under its AGPL-3.0 licence (© rongxinzy). 222 words, ~493 tokens.

Download SKILL.mdSave it as .claude/skills/financial-statements/SKILL.md (or your agent's skills folder).
name
financial-statements
description
Prepare and review balance sheets, income statements, cash flow statements, and period comparisons from trial balances or ledgers. Use for financial reporting, statement tie-outs, and management reporting packs.

Financial Statements

Inputs

Require entity, reporting period, comparative period, currency and unit, accounting framework, chart of accounts, trial balance, mapping rules, consolidation scope, and approved adjustments. Identify missing data before preparation.

Procedure

  1. Validate that trial balance debits equal credits and opening balances roll forward.
  2. Map every account to statement line, cash-flow category, entity, and disclosure group. Flag unmapped and multiply mapped accounts.
  3. Apply only supported, approved adjustments; keep original and adjusted trial balances separate.
  4. Prepare income statement, balance sheet, cash flow statement, and changes in equity where required.
  5. Reconcile net income, retained earnings, cash movement, debt, tax, intercompany, and foreign exchange across statements.
  6. Compare to prior period, budget, and forecast; investigate material or unexpected movements.
  7. Document accounting judgments, estimates, policy changes, reclassifications, restatements, and presentation limitations.

Cash flow

State whether the direct or indirect method is used. Under the indirect method, reconcile net income through non-cash items and working-capital changes to operating cash flow, then reconcile beginning cash + net change = ending cash.

Output checks

  • assets = liabilities + equity;
  • statement totals equal the adjusted trial balance;
  • current and comparative classifications are consistent;
  • signs, units, rounding, currencies, and dates are consistent;
  • each line has a source and mapping trail;
  • every exception has an owner and disposition.

Label outputs draft until a qualified reviewer completes the applicable approval process.

© rongxinzy, AGPL-3.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in SKILLs/zhiyuan-expert-manager/presets/finance-accounting-expert/skills/financial-statements of rongxinzy/RongxinAI.

Open the folder on GitHubat commit 9c64865

Compare with similar skills

Financial Statements next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Financial Statements compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Statements this skillrongxinzy/RongxinAI154—~493Automated safety check: PassAGPL-3.0
Longbridge Earningshelsome/folio2711 repos~2.5kAutomated safety check: PassNone
Financial Analyzinghuangjia2019/claude-code-engineering1.1k—~474Automated safety check: PassNone
Earnings AnalysisWind-Alice/AliceMarket1343 repos~2.2kAutomated safety check: PassNone
Buy Side Equity Research Memohaskaomni/serenity-skill633—~3.8kAutomated safety check: PassMIT
Longbridgehelsome/folio2711 repos~1.9kAutomated safety check: PassNone

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Categories

Questions about Financial Statements

What does Financial Statements do?

Prepare and review balance sheets, income statements, cash flow statements, and period comparisons from trial balances or ledgers. Financial Statements is an agent skill from rongxinzy/RongxinAI. Prepare and review balance sheets, income statements, cash flow statements, and period comparisons from trial balances or ledgers.

When should I use Financial Statements?

Financial Statements fits situations like: financial reporting; statement tie-outs; management reporting packs.

How do I install Financial Statements in Claude Code?

Run `npx skills add rongxinzy/RongxinAI --skill financial-statements -a claude-code`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/finance-accounting-expert/skills/financial-statements in rongxinzy/RongxinAI) into .claude/skills/financial-statements in your project. Claude Code loads it when a task matches its description.

How do I install Financial Statements in Codex?

Run `npx skills add rongxinzy/RongxinAI --skill financial-statements -a codex`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/finance-accounting-expert/skills/financial-statements in rongxinzy/RongxinAI) into .agents/skills/financial-statements in your project. Codex loads it when a task matches its description.

Can I use Financial Statements in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add rongxinzy/RongxinAI --skill financial-statements -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-statements, .gemini/skills/financial-statements, .github/skills/financial-statements and .opencode/skills/financial-statements in your project.

What does Financial Statements need to run?

SKILL.md names no scripts, command-line tools or credentials: Financial Statements is instructions for the agent only.

Does Financial Statements access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Financial Statements safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Financial Statements use?

Financial Statements is published under the AGPL-3.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Statements use?

About 493 tokens (SKILL.md is roughly 2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Financial Statements?

Skills that share tags, products or a category with Financial Statements: Longbridge Earnings (helsome/folio, 271 stars), Financial Analyzing (huangjia2019/claude-code-engineering, 1.1k stars), Earnings Analysis (Wind-Alice/AliceMarket, 134 stars) and Buy Side Equity Research Memo (haskaomni/serenity-skill, 633 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Statements?

rongxinzy (a GitHub organization) maintains it in rongxinzy/RongxinAI, which has 154 GitHub stars. The repository holds 94 skills in this directory. The repository was last updated on October 10, 2026.

Source: rongxinzy/RongxinAI on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.