financial-statements - Generate financial statements with variance analysis
Generates financial statements with period comparisons, variance calculations, materiality flags, and supporting presentation guidance.
Tags
Updated: 2026-10-04Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Generate income statements
- Compare reporting periods
- Calculate dollar variances
- Calculate percentage variances
- Analyze variance drivers
- Flag material variances
- Summarize key metrics
- Provide presentation guidance
Inputs
- Reporting period type
- Reporting period
- Current-period financial data
- Comparison-period data
- Budget or forecast data
- Adjustments or reclassifications
- Trial balance data
- Account hierarchy
- Connected ERP or data warehouse
- Uploaded spreadsheet
Outputs
- Formatted income statement
- Period comparison
- Variance calculations
- Material variance flags
- Variance driver analysis
- Key metrics summary
- Presentation format guidance
- Action recommendations