Finance Report Skill
SkillMediafinance-report is a skill that lets an AI agent draft quarterly or monthly financial reports. It produces a masthead with KPIs, revenue and burn charts, a P&L summary table, top-line highlights, and an outlook paragraph. Use it when the brief mentions a financial report, Q3 report, MRR review, P&L, or 财报.
Use Finance Report Skill in Claude, ChatGPT or Ahel Desktop
Free. Sign in, add Finance Report Skill and connect your AI. About a minute.
Also: Claude Code · Cursor · Codex
Then ask your AI: use the Finance Report Skill skill
Details
Instructions available. Your AI can read the instructions. Execution depends on the setup they require.
Account requirements not reviewed. Check the skill instructions before use; ahel provides instructions and does not run this skill.
No other account needed.
Have the financial data for the period ready.
What your AI can do with it
- Draft a quarterly or monthly financial report
- Build a masthead with KPIs
- Create revenue and burn charts
- Generate a P&L summary table
- Write top-line highlights and an outlook paragraph
Getting started
- Have the financial data for the period ready.
- Add the finance-report skill to your agent setup.
- Give the agent a brief that mentions a financial report, Q3 report, MRR review, P&L, or 财报.
- Review the draft report the agent produces.
What this skill tells your AI
The instructions your AI receives, as published by nexu-io/open-design in design-templates/finance-report/SKILL.md and read by ahel’s review.
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>
Signals
- GitHub stars
- 99k
- Forks
- 11k
- Last commit
- Oct 2026
Questions
- What does finance-report produce?
- It produces a masthead with KPIs, revenue and burn charts, a P&L summary table, top-line highlights, and an outlook paragraph.
- When should I use finance-report?
- Use it when the brief mentions a financial report, Q3 report, MRR review, P&L, or 财报.
- Can it create reports for any period?
- It drafts quarterly or monthly financial reports.
- Does it need my financial data?
- Yes, you need to provide the financial data for the period so the agent can draft the report.
Advanced
- Item type
- skill
- Key
finance-report-2- Source
- github.com/nexu-io/open-design