Finance Report
FreeCreate concise financial reports with ease.
Free · Opens the source repo
What Finance Report does
The Finance Report skill enables users to generate a comprehensive financial report in a single HTML document. This skill is particularly useful for finance professionals and business analysts who need to present financial data in a clear and structured manner. By following a defined workflow, users can create reports that include key performance indicators (KPIs), revenue and cost breakdown charts, and a profit and loss summary, all formatted for easy viewing and comprehension.
The process begins by reading the active DESIGN.md file to ensure that the report adheres to the established design guidelines. Users classify the report's time period and entity type, allowing for flexibility in reporting monthly, quarterly, or yearly financials. The layout is meticulously structured, starting with a masthead and progressing through essential financial data, including a headline KPI strip, revenue trend charts, and a P&L summary table. This ensures that all critical information is presented in a logical order, making it easy for stakeholders to grasp the financial status at a glance.
Output is generated as a self-contained HTML document, which includes inline CSS for styling, ensuring that the report is ready for distribution without the need for external resources. The skill also emphasizes accuracy and clarity, requiring that all numbers be linked to their respective charts or tables, with clearly indicated deltas to show changes over time. This focus on detail makes the Finance Report skill a valuable tool for anyone needing to create financial reports quickly and efficiently.
When to use it
Use this skill when tasked with generating financial reports, especially in contexts like quarterly reviews or P&L summaries.
When not to use it
This skill may not be suitable for highly customized reports that require unique design elements or data sources not covered by the standard workflow.
What you can build with it
Quarterly Financial Review
Generate a comprehensive quarterly financial report for stakeholders, including all key KPIs.
Monthly Performance Update
Create a concise monthly financial report to track performance against targets.
P&L Summary for Investors
Prepare a profit and loss summary report to present to potential investors or stakeholders.
How to install Finance Report
View source1. Install with the skills CLI
npx skills add nexu-io/open-design/finance-report --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by nexu-ioFinance Report Skill
Produce a single-screen financial report in one self-contained HTML file.
Workflow
- Read the active DESIGN.md. Tables, KPI cards, and chart strokes use palette tokens — never invent new ones.
- Classify the period (monthly / quarterly / yearly) and entity (startup, division, project) from the brief. If unspecified, assume a quarterly SaaS report and pick believable numbers.
- Layout the page in this order:
- Masthead: company / period / "Confidential — Finance" badge.
- Headline KPI strip (4 cards): Revenue, Net new MRR, Gross margin, Cash runway.
- Revenue trend chart (inline SVG line + area).
- Cost breakdown chart (inline SVG bar) with a 2–3 bullet caption.
- P&L summary table (Revenue / Gross profit / Opex / Net) with current vs prior period.
- Top accounts table with logo placeholders, plan, ARR, status badge.
- Outlook paragraph + footer with author + signature line.
- Write one self-contained HTML doc (CSS in one inline
<style>block). - Self-check: every number ties to a labelled chart or table; deltas show direction and percentage; accent colour used at most twice.
Output contract
<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
<!doctype html>
<html>...</html>
</artifact>
Frequently asked questions about Finance Report
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