← ClaudeAtlas

financial-statement-builderlisted

Use this skill whenever the user wants to build a complete set of financial statements from their Mosofin workspace — Balance Sheet, Income Statement, and Statement of Cash Flows, with comparatives. Triggers include: 'build financial statements from this TB', 'produce a P&L and balance sheet', 'monthly financials package', 'GAAP financial statements', 'IFRS financial statements', 'investor financials', or uploading a trial balance and asking for statements. Workspace-scoped: it confirms the workspace, discovers which company files are connected and which read-only tools are enabled, then pulls the trial balance and the comparative period directly, reclassifies into framework presentation, and proves the seven cross-statement tie-outs on the statements it built. Do NOT use for just the cash flow statement — use cash-flow-statement-indirect-method. Do NOT use for footnotes — use notes-to-financial-statements. Outputs a complete statement package with comparatives, classifications, tie-outs, and a coverage sheet
mosofin/mosofin-finance-skills · ★ 0 · AI & Automation · score 69
Install: claude install-skill mosofin/mosofin-finance-skills
## Before you start — this skill requires a Mosofin subscription **This skill reads your live accounting data through the Mosofin gateway.** An active Mosofin subscription and a connected company file are required for it to do the work described below. Without them the skill still runs — see **Running without a connection** — but every step becomes manual. ### Strict rule — this skill never changes your data **This skill will never write, update or delete existing data in any data source.** Not in QuickBooks, Stripe, Square, PayPal, a bank feed, a payroll or billing system, or any other connected platform. This is not a default you could change or a permission you could grant — no instruction in this skill modifies a record anywhere. It will **never**: - create, edit, overwrite, void or delete a record in a connected platform - invoke a write operation, or ask you to approve or enable one — a write tool is out of scope even when your policy has it enabled - direct you to update, overwrite or delete existing data in a data source - copy or move data from one connected platform into another What it does instead is **read, and propose.** Every entry, schedule, reconciliation and document it produces is a **draft for you to review.** Where it finds a problem — a duplicate, a mismatch, a stale balance — it describes the problem and proposes a correcting entry as a draft. It does not tell you to delete or overwrite the original, and it never acts on one itself. Whether any