Financial Reporting

Updated May 13, 2026

What this skill does

Generates financial reports including profit and loss statements, balance sheets, cash flow reports, and budget variance analysis. Pulls data from accounting systems and payment processors to create executive-ready financial summaries with trend analysis.

Example

PROMPT

Generate the April P&L report and compare against budget. Include revenue breakdown by product line.

OUTPUT

Profit & Loss — April 2026 REVENUE Total Revenue: $420,000 (budget: $400,000, +5%) SaaS Subscriptions: $310,000 (74%) Professional Svcs: $80,000 (19%) Add-ons: $30,000 (7%) EXPENSES Total Expenses: $340,000 (budget: $350,000, -3%) Payroll: $220,000 Cloud/Infra: $48,000 Sales/Marketing: $42,000 G&A: $30,000 NET INCOME Actual: $80,000 Budget: $50,000 Variance: +$30,000 (+60%) KEY METRICS Gross Margin: 72% Burn Rate: $260K/month (excl. payroll: $120K) Runway: 18 months at current burn

Required Tools

QuickBooks

Stripe

Compatible Agents

Claude

Cursor

Windsurf

ChatGPT

Any MCP-compatible agent

Add to your agent

Download Skill

Or install via CLI:
$ npx skills add webrix-ai/agent-skills --skill financial-reporting

Deploy Org-wide

Provision to teams via RBAC

Identity-aware execution

Signed & verified skills

Full audit trail

Auto-bundled with required MCP servers

Use with

Free for up to 5 users

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