3-Statement Financial Model Template Completion
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement). Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial
Overview
The 3-Statement Financial Model Template Completion skill is a specialized tool designed for AI agents like Claude and Claude-code to automate the population of integrated financial frameworks. Part of the fivetaku/claude-office-skills repository, which has gained 56 stars on GitHub, this skill focuses on filling out Income Statements, Balance Sheets, and Cash Flow Statements from existing templates. It assists users by mapping financial data into partially completed models and ensuring the logical linking of integrated statements. By utilizing this skill, users can streamline the manual process of data entry and framework completion within spreadsheet environments. The implementation leverages Python-based logic to handle data extraction and validation, making it a functional utility for financial analysis and spreadsheet management tasks.
Use Cases
Install Notes
# Review source first
open https://github.com/fivetaku/claude-office-skills/blob/main/claude-in-excel/3-statement-model/SKILL.mdCopy or clone the skill folder into your agent skills directory after reviewing its instructions and scripts.
Security Notes
Users should ensure that the financial data provided to the AI agent complies with their organization's data handling policies. As this skill operates within spreadsheet environments via the fivetaku/claude-office-skills framework, verify that the necessary permissions for file access and Python execution are appropriately configured and restricted to trusted environments.
Related Skills
Requirements for Outputs
anthropics/skills
Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or fr
Audit Spreadsheet
fivetaku/claude-office-skills
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model, including financial-model integrity checks like BS balance, cash tie-out, and logic sanity. Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreads
Clean Data
fivetaku/claude-office-skills
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data",
DCF Model Builder
fivetaku/claude-office-skills
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need