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Finance Report Designer

Builds a one-page quarterly or monthly finance report as a single HTML file with KPIs and charts

Source Download skill
Repository
nexu-io/open-design
Stars
105,448
Licence
Apache-2.0
Files
2 files

What it does

When installed, the agent produces a single-screen financial report (for example a Q3 or monthly review) as one self-contained HTML page. The page includes a header with KPI cards such as revenue, net new MRR, gross margin and cash runway, inline charts for revenue trend and cost breakdown, a profit-and-loss summary table, a top accounts table, and an outlook paragraph. It follows a design-system palette so the layout looks consistent. If the user gives no figures, the agent invents believable sample numbers.

Great for

  • Founders or teams who want a clean, presentable finance summary page quickly
  • Designers mocking up how a finance dashboard might look
  • Students or trainees practicing financial report layout

Skip it if

  • Producing real financial statements for investors or regulators: the skill is told to make up plausible numbers when none are given, so output can look authoritative but be fabricated
  • Anyone needing verified accounting figures, since the skill does not read or check source financial data

Try asking

  • “Build me a Q3 financial report for an early-stage SaaS with MRR, burn, gross margin and top accounts”
  • “Make a monthly P&L summary page for my design agency”
  • “Create a quarterly MRR review in HTML with a revenue trend chart”
Step-by-step guide: how to use Finance Report DesignerInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 2 original files, the Apache-2.0 licence and an attribution note.

    finance-report.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip finance-report.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip finance-report.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Paste your real numbers into the request so the report reflects your actual data rather than invented figures
  • Name the period and entity (for example 'Q3 2025, division X') to get a more accurate header and outlook
  • Check every figure against your accounts before sharing the page externally

What's inside

  • example.html
  • SKILL.md

Redistributed unmodified from nexu-io/open-design under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.