Guide · Agent skill
How to use the Finance Report agent skill (finance-report)
Updated · written with AI from the project's own documentation and checked against our catalogue data
The Finance Report skill gives an AI agent a fixed layout for a single-page quarterly finance report: a masthead, four headline KPIs, revenue and burn charts, a summary P&L table, key highlights, an outlook and a methodology note. This guide is for people who have not used agent skills before and want a shareable quarterly summary of their numbers. By the end you will know what the skill does, how to install it, how to ask for a report, and what to check before sharing the result.
Finance Reportnexu-io/html-anything · Apache-2.0 Download the skill Quick start
- 1Download the ZIP. Get the finance-report skill ZIP from the item page on this site.
- 2Unzip into a skills folder. Extract it into ~/.claude/skills/ for personal use or into .claude/skills/ inside a project.
- 3Or upload it in the Claude apps. Go to Settings, then Capabilities, then Skills, and upload the ZIP.
- 4Prepare your numbers. Gather revenue, burn, P&L lines, the company name and the quarter in one place.
- 5Ask for the report. Describe the quarterly report in plain language and include your figures.
- 6Open the HTML in a browser. View the generated page in a browser to see the masthead, KPIs, charts and table.
- 7Verify before sharing. Check every figure against your records and review the highlights and outlook.
What the Finance Report skill makes the agent do
An agent skill is a folder of instructions and templates that an AI agent reads when a task matches the skill. This one is named finance-report and belongs to the finance category. Its purpose is to organize numbers and commentary into a single-page quarterly report.
When you ask for a report, the agent lays out the page in this order: a masthead with the company name, the quarter and the report title; four hero KPI figures; a revenue chart and a burn chart; a summary P&L table with zebra striping and a sticky header; five top-line highlights; an outlook section; and a collapsible methodology section. The output is a visual HTML page, so you read it in a browser.
- Layout: masthead, 4 KPI figures, revenue chart, burn chart, P&L summary table, 5 highlights, outlook, methodology
- Output: a single HTML page meant to be viewed in a browser
- The skill supplies the layout; you supply the numbers
Install the Finance Report skill
Download the skill ZIP from the item page on this site. Then choose one of two routes depending on how you use your agent.
For Claude Code, unzip the file into your personal skills folder ~/.claude/skills/ or into a project-level .claude/skills/ folder inside your project. The skill folder should contain SKILL.md and example.html.
In the Claude apps, you can upload the ZIP instead. Go to Settings, then Capabilities, then Skills, and upload it there.
- Personal install: ~/.claude/skills/
- Project install: .claude/skills/ inside your project
- Claude apps: Settings → Capabilities → Skills, then upload the ZIP
- Files included: SKILL.md and example.html
Check what the skill needs before you run it
The skill needs a browser to display the HTML output. The generated page loads Chart.js or ECharts for its charts, as specified in SKILL.md. Those libraries are not bundled with the skill, so the generated page loads them itself.
The skill does not run scripts and does not use the network, according to the item details. It is a set of instructions and a template, not a program with its own data access.
- A web browser to open the HTML file
- Chart.js or ECharts, loaded by the generated page (not bundled)
- Runs scripts: no
- Uses network: no
Trigger the skill with a natural request
You do not need a special command. Describe the report you want and include your numbers. The agent should match the request to the finance report skill when your request is about a quarterly financial summary, revenue, burn or P&L.
Give the agent the company name, the quarter, and the figures for revenue, burn, profit and loss, and any notes you want in the highlights and outlook. The more specific your numbers, the less the agent has to guess.
- "Make a one-page Q3 finance report for our company from these numbers: revenue, monthly burn, and P&L lines."
- "Create a quarterly finance summary as HTML with four headline KPIs and a revenue vs burn chart."
- "Turn this P&L table into a shareable quarterly report for our investors, with five key highlights and an outlook."
Example requests and what to expect
Start with a small, complete set of numbers so you can check the output quickly. Look at the bundled example.html to see the finished layout before you write your own request.
Expect the page to follow the fixed structure. The methodology section is collapsed by default, which is where you can note how the figures were calculated.
- Open example.html in a browser to preview the layout
- Ask for one quarter at a time to keep the page focused
- Put assumptions in your request so they appear in the methodology note
Check the numbers before you share the report
The skill fills the layout from whatever data you provide. The item notes say the agent may misstate figures and the template includes no verification step. Treat every number as a draft until you have checked it against your own records.
Do not use this skill for audited or regulated financial statements. It is intended for summaries, not formal accounts.
- Compare each KPI, chart value and P&L line with your source records
- Check that the burn and profit figures match the period you named
- Read the highlights and outlook for claims the data does not support
- Do not share the page with investors or management until you have reviewed it
What people use it for
- A founder sends a one-page quarterly update with revenue and burn to a small group of investors.
- A finance team member prepares a management summary of P&L lines for a leadership meeting.
- A small team turns a spreadsheet of quarterly figures into a readable HTML page to share internally.
- A team drafts an outlook and five key highlights from its quarter's numbers for review.
Frequently asked questions
How do I install the finance-report agent skill?
Download the ZIP from the item page and unzip it into ~/.claude/skills/ for personal use or into .claude/skills/ inside a project. In the Claude apps, you can instead upload the ZIP under Settings, then Capabilities, then Skills.
Is the Finance Report skill free?
The item details here do not state pricing or licence terms beyond the licence listed as Apache-2.0. Check the licence file in the source repository for the terms that apply.
What do I need to run the Finance Report skill?
You need a browser to view the HTML output. The generated page loads Chart.js or ECharts itself, since those libraries are not bundled with the skill. The skill runs no scripts and uses no network access.
Can I use this skill for audited financial statements?
No. The skill is not intended for audited or regulated financial statements. The agent may misstate figures and the template has no verification step, so check every number yourself.
Why are my numbers wrong in the generated report?
The agent fills the layout from the data you provide, and it may misstate figures. Compare each value with your source records, name the period clearly in your request, and correct the request if the output is off.
How does this compare with building a finance report by hand?
The skill saves layout work by producing a fixed one-page structure with KPIs, charts, a P&L table, highlights and an outlook. A hand-built report gives you full control over design and checking, so pick the skill when you already have the numbers and want them laid out quickly.
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Our verdict
Use the Finance Report skill if you are a founder, small team or finance staff member who already has your quarterly numbers and wants a clean one-page HTML summary to share. Pick something else for audited or regulated financial statements, or if you cannot check the generated figures before sharing them.
Download the skill