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Finance Report

Turns raw financial inputs into a one-page quarterly report with KPIs, charts and a P&L table.

Source Download skill
Repository
nexu-io/html-anything
Stars
9,376
Licence
Apache-2.0
Files
2 files

What it does

This skill gives an AI agent a layout template for a single-page quarterly finance report. When you ask for a report, the agent organizes your numbers into a masthead, four headline KPI figures, a revenue chart and a burn chart, a summary P&L table, five key highlights, an outlook section and a collapsible methodology note. The template is a visual HTML page, so the result is meant to be read in a browser.

Great for

  • Founders or small teams who want a clean quarterly summary of revenue, burn and profit and loss
  • Finance staff preparing a shareable one-page update for investors or management
  • People who already have the numbers and want them laid out as a readable report

Skip it if

  • Audited or regulated financial statements, since the agent may misstate figures and the template includes no verification step
  • Situations where you have not checked the generated numbers before sharing, because the agent fills in layout from whatever data you provide

Try asking

  • “Create a Q3 finance report for our startup with MRR, burn rate and a P&L summary”
  • “Make a one-page quarterly report with revenue and burn charts and five key highlights”
  • “Build an investor-ready finance update in HTML from these figures”
Step-by-step guide: how to use Finance ReportInstall, 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

  • Provide the actual numbers for revenue, burn, and P&L lines so the agent does not invent figures
  • Review every figure and the outlook text before sending the report to anyone
  • Ask for the methodology section to be filled in so readers know how the numbers were calculated

What's inside

  • example.html
  • SKILL.md

Redistributed unmodified from nexu-io/html-anything 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.