3-statements

Fill and link income statement, balance sheet, and cash flow templates for auditable forecasts.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill 3-statements-brianping7
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 3-statements
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill 3-statements-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the filling and linking of income statement, balance sheet, and cash flow templates to produce auditable, forward-looking forecasts.

Core Features & Use Cases

  • Integrated IS/BS/CF forecasting: Populates all three statements with consistent drivers and cross-references.
  • Audit trail: Tracks assumptions, adjustments, and rationale for easy validation.
  • Real-world scenario planning: Generates multiple forecast horizons (e.g., 5-year) across alternative cases.

Quick Start

Load your historical IS/BS/CF data and run the model to generate a fully linked 5-year forecast.

Frequently Asked Questions about 3-statements

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build an auditable 3-statement financial model from historical data?▼

To build an auditable 3-statement financial model, you need to load 5 years of historical income statement, balance sheet, and cash flow data to generate a fully linked 5-year forward forecast.

What is the best way to link income statement, balance sheet, and cash flow templates?▼

Linking these templates requires populating all three statements with consistent drivers and cross-references, ensuring outputs include traceable inputs and ready-to-audit notes for validation.

Can I generate multiple forecast scenarios for a 3-statement model?▼

Yes, you can generate multiple forecast scenarios by applying the model to historical IS/BS/CF data to produce alternative five-year forward cases for various business scenarios.

How does an auditable financial model track assumptions and adjustments?▼

An auditable financial model tracks assumptions, adjustments, and rationale throughout the forecasting process, providing standardized formatting and traceable inputs for easy validation.

Do I need 5 years of historical data for integrated IS/BS/CF forecasting?▼

Yes, integrated IS/BS/CF forecasting applies the model to 5 years of historical income statement, balance sheet, and cash flow data to generate accurate five-year forward scenarios.