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 works with or without Mosofin **With Mosofin connected**, the skill reads your live accounting data through the gateway: the figures come from your own books, it validates against the real chart of accounts, and most steps run automatically. **Without it, the skill still works.** No subscription, no connector, or a skill copied on its own — you are not blocked and you are not asked to buy anything first. The Mosofin gates are skipped and you are asked for what each step needs instead: a trial balance, a statement, an export, the documents themselves. **The accounting logic, the edge cases and the output standards are identical** — only where the numbers come from changes, and the output always says which is which. **You choose, and you are asked.** Where a connection exists, the skill asks at the start whether to use it for this run or whether you would rather supply the data yourself — **a connected gateway is not taken as consent to read your books.** Say no and it runs manually without asking again. ### 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**: