finance-report
Helps your agent assemble monthly or quarterly financial reports. Shows key indicators and profit summaries.
What it does
This agent creates a concise, single-page financial report in an HTML file. It displays key numbers, charts, and tables for a quick overview of financial health.
When to use it
- ✓When you need a quarterly financial summary.
- ✓When analyzing monthly revenue performance.
- ✓To present the profit and loss (P&L) for a project.
Example of what to ask your AI
“Generate a financial report for the last quarter of Company X.”
Want more? Open the sections below.
How to use
The easiest way: copy the message below and paste it into Claude, ChatGPT, Cursor or any AI. It reads the skill and follows the instructions.
Skill link
Ready-to-paste message
How it works
The agent reads the available financial information, organizes it into charts and tables, and assembles everything into an easy-to-view HTML file.
Installation
Easiest way: copy the skill link and paste it into Claude, ChatGPT or Cursor asking it to follow the instructions.
In the terminal (Claude Code, Codex, Cursor), in your project folder:
npx skills add nexu-io/open-design --skill finance-reportOr download just the file:
curl -L https://raw.githubusercontent.com/nexu-io/open-design/main/design-templates/finance-report/SKILL.md -o SKILL.mdTechnical content (original SKILL.md)
Original text by the author, straight from GitHub.
Finance Report Skill
Produce a single-screen financial report in one self-contained HTML file.
Workflow
- Read the active DESIGN.md. Tables, KPI cards, and chart strokes use palette tokens — never invent new ones.
- Classify the period (monthly / quarterly / yearly) and entity (startup, division, project) from the brief. If unspecified, assume a quarterly SaaS report and pick believable numbers.
- Layout the page in this order:
- Masthead: company / period / "Confidential — Finance" badge.
- Headline KPI strip (4 cards): Revenue, Net new MRR, Gross margin, Cash runway.
- Revenue trend chart (inline SVG line + area).
- Cost breakdown chart (inline SVG bar) with a 2–3 bullet caption.
- P&L summary table (Revenue / Gross profit / Opex / Net) with current vs prior period.
- Top accounts table with logo placeholders, plan, ARR, status badge.
- Outlook paragraph + footer with author + signature line.
- Write one self-contained HTML doc (CSS in one inline
<style>block). - Self-check: every number ties to a labelled chart or table; deltas show direction and percentage; accent colour used at most twice.
Output contract
<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
<!doctype html>
<html>...</html>
</artifact>
FAQ
What are KPIs?
KPIs are Key Performance Indicators, which are important metrics used to measure a business's success.
What is MRR?
MRR stands for Monthly Recurring Revenue, a value that repeats every month in subscription-based businesses.
What is P&L?
P&L stands for Profit and Loss. It's a report that shows a company's revenues and expenses over a specific period.
Details
Original description by the author
Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报".
repo: nexu-io/open-design
Popularity
- GitHub stars
- 101k
- Ranking position
- #416
- License
- Apache-2.0
- Updated
- 10/16/2026
Comments
- …
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