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Trailing-period financial bridge
Build a trailing-year flow from annual and matching year-to-date statements.
Trailing-period financial bridge is a free AI skill for the job "Track your numbers". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
A trailing-period additive-flow reconciliation with period-boundary checks. Issuer revenue and cash-flow reconciliation. Illustrative figures. Annual100 + current YTD40 - matching prior YTD30 = trailing110. Current YTD50 gives120. This identity must not be applied to EPS or balance-sheet stocks.
You give it
- Last full-year flow, current YTD flow, comparable prior YTD flow and fiscal-period definitions.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- A trailing-period additive-flow reconciliation with period-boundary checks.
- An illustrative editable workbook, input schema, executable calculation reference and golden test cases.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need a trailing-period additive-flow reconciliation with period-boundary checks.
- You work on issuer revenue and cash-flow reconciliation and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
How to use it
- Download the complete pack and read its governing SKILL.md.
- Share the actual sources and the financial question you need answered.
- Ask your AI to follow the methods, preserve original files and stop affected work on missing evidence.
- Review assumptions, reconciliations and CHECKS MISSED before relying on the result.
Workflows that use it
- Build a comparable trailing revenue model
- Prepare a filing-based earnings model update
- Inventory accounting comparability review assistant