AI Blocks › Handle money and investing
Financial statement builder
Give it your books. Get a balance sheet, cash flow statement, P&L and executive summary.
Financial statement builder is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · MIT licence · Made by Burhan Sebin
Made by Burhan Sebin. See the original on GitHub; we copied it as it is, with its licence.
What it does
The three main statements and a short summary, produced from a trial balance or ledger export. You get an income statement, balance sheet and cash flow statement ready to hand to a reader. The skill first checks that debits equal credits. It then maps each account to its place: current or long-term assets and liabilities, revenue, cost of sales and expenses, under GAAP or IFRS as you choose. It builds the statements, with prior-period comparison if you supply one, and computes ratios such as gross margin, current ratio and debt to equity. It ends with a plain-language executive summary that opens with the headline for people who do not read accounts.
You give it
- A trial balance, ledger or categorized transactions
- Reporting period
- GAAP or IFRS
- Prior period figures (optional)
You get
- Income statement
- Balance sheet
- Cash flow statement
- Key ratios
- An executive summary
Use it when
- Your bookkeeper sent a trial balance and you need statements.
- You must show lenders last quarter's results.
- You want a comparison with the same quarter last year.
- Your board needs a one-page explanation of the numbers.
How to use it
- Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
- Ask for the job in your own words. Your AI opens the skill when it fits.