Finance Report Skill
SkillMediaFinance-report is a skill that guides an AI agent through building a quarterly or monthly financial report as a single self-contained HTML page. It lays out headline
Available today. Use it from your connected AI after setup.
No other account needed.
Have a design system in place: the skill expects a DESIGN.md covering color, typography, layout, and components, and uses its palette tokens for tables, KPI cards, and chart strokes.
Then ask your AI: use the Finance Report Skill skill
What your AI can do with it
- Builds a masthead with company, period, and a Confidential, Finance badge
- Renders a headline KPI strip: Revenue, Net new MRR, Gross margin, Cash runway
- Draws revenue trend and cost breakdown charts as inline SVG
- Produces a P&L summary table comparing current vs prior period
- Lists top accounts with plan, ARR, and status badges
- Outputs one self-contained HTML document with CSS in a single inline style block
Getting started
- Have a design system in place: the skill expects a DESIGN.md covering color, typography, layout, and components, and uses its palette tokens for tables, KPI cards, and chart strokes.
- Add the finance-report skill to the agent so its triggers, such as "financial report", "Q3 report", "MRR review", "P&L", or "财报", can activate it.
- Provide a brief describing the period (monthly, quarterly, or yearly) and the entity (startup, division, or project); if unspecified, the skill assumes a quarterly SaaS report.
- Supply the numbers to report, or let the skill pick believable placeholder figures when none are given.
- Ask for the report, for example: "Build me a Q3 financial report for an early-stage SaaS, MRR, burn, gross margin, top accounts."
What this skill tells your AI
The instructions your AI receives, as published by nexu-io/open-design in design-templates/finance-report/SKILL.md and read by ahel’s review.
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>
Signals
- GitHub stars
- 98k
- Forks
- 11k
- Last commit
- Sep 2026
Others that do the same job
Questions
- What does the skill output?
- One self-contained HTML document with all CSS in a single inline style block, delivered as a text/html artifact titled after the report period, such as "Q3 Finance Report".
- Does it need a design system?
- Yes. It reads the active DESIGN.md and requires sections for color, typography, layout, and components. Tables, KPI cards, and chart strokes use the palette tokens defined there rather than new ones.
Advanced
- Item type
- skill
- Key
finance-report-2- Source
- github.com/nexu-io/open-design