Prepare a financial statement draft

01 / WHAT TO TRY

Start with the right material.

Publisher description excerpt: “Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing…” Source ↗

Suggested preparation

• Reviewed trial balance
• Comparative figures
• Reporting framework and chart of accounts

These are Fieldwork’s preparation notes. Follow the source’s full input checklist for the specific task.

The intended handover

Draft statements with comparison figures and unresolved mapping questions.

This is a source-inspected starting point. Fieldwork has not run-tested this skill or measured time savings.

02 / CHECK THE FIT

Your platform. Your context.

Platforms

Claude

Publisher documents a Claude/Agent Skills setup. Review the complete pack and its current installation instructions.

Australian and worldwide use

Includes US GAAP references. Australian statement preparation requires the applicable reporting framework and professional review; see the dedicated Australian financial-statements resource.

Setup type: Connected apps

No named business app was detected in the inspected instructions.

Dependencies

• The source references app or connector access; install/configure the complete plugin and confirm permissions.

Public instructions do not imply free access to Claude, ChatGPT, paid apps, API usage or generation services.

03 / SET IT UP

Keep the complete workflow.

1. In Claude Code, add the publisher’s marketplace:
2. claude plugin marketplace add anthropics/knowledge-work-plugins
3. Install the full plugin so supporting files and connectors stay together:
4. claude plugin install finance@knowledge-work-plugins
5. Start a fresh session, supply the listed inputs, and use the starter prompt. For Cowork or chat, use Customize → Plugins and follow the current official guide. Connector access depends on your setup; uploaded files can support the selected draft workflow.

Pinned source snapshot; review publisher release and installation notes.

Replace the brackets and supply the required inputs. This prompt is Fieldwork’s example, not a tested guarantee or a replacement for installation.

Use financial-statements to draft [statements] for [period] from this reviewed trial balance. Apply [reporting framework] only where supported. Show mappings and tie-outs, identify missing disclosures, and mark the output as a draft for accountant review.