Executive Report — Board-Ready Financials
Produces a board-ready or CFO-ready financial statement from Numeric. Strips close-management metadata, collapses child account detail into executive groups, rolls up flux commentary into one-liner narratives, and outputs a presentation-quality Excel or PDF.
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Executive Report — Board-Ready Financials
Produces a board-ready or CFO-ready financial statement from Numeric. Strips close-management metadata, collapses child account detail into executive groups, rolls up flux commentary into one-liner narratives, and outputs a presentation-quality Excel or PDF.
Before You Begin
- Numeric MCP connected.
- Numeric Toolkit installed.
- IS and (optionally) BS reports available for the target period.
- Flux commentary populated if you want narrative rollups per group.
Think of it as the opposite of a close-management view — this is what you hand to the board.
How It Works
- Ask Claude for the executive report. Example prompts:
- "Build the board report."
- "CFO-ready income statement."
- "Collapse the P&L into executive groups."
- "Investor-deck financials for Q1."
- Claude confirms expected outputs and behavior: workspace, period, entity scope (single or consolidated), output format (Excel or PDF), comparison (prior month, prior year, budget vs actual, or none).
- Claude retrieves and maps IS, BS, chart of accounts, and flux tasks in parallel. Claude maps every account to larger financial statement categories and group — never silently drops anything.
- Claude also rolls up flux commentary for any group with material variance (>5% or >$10K).
- Claude produces a formatted Excel (default) or PDF output.
What You Get
A polished workbook or presentation artifact, with
- IS collapsed to executive groups — Revenue, COGS, Gross Profit, R&D, S&M, G&A, Operating Income, Other, Tax, Net Income. Inline Gross Margin %. EBITDA reconciliation block after Net Income.
- BS collapsed to executive groups — Cash, AR, Total Current Assets, Fixed Assets, Total Assets, AP, Accrued, Deferred Revenue, Total Liabilities, Equity.
- Period-over-period variance columns — $ and % with red for unfavorable.
- One-line flux narratives directly under any group with material variance (>5% or >$10K).
- Presentation formatting — Numeric brand colors, Arial, scale shorthand ($66.0M, $341.3K), parentheses for negatives, em dash for zero.
- Account Mapping Notes at the bottom — anything ambiguous is listed, never silently dropped.
Troubleshooting
FAQ
- PDF or Excel? Excel by default. PDF on request.
- Custom groupings? Yes — ask Claude to update the skill's group mapping.
- Industry-specific (manufacturing, insurance)? Ask Claude to adjust the default groupings.
Download & Install
Download the full Numeric Toolkit (15 community skills, including this one):
Install via Claude Code CLI:
/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit
Or drop the .skill directory into ~/.claude/skills/ manually.
Need help? Reach out to support@numeric.io.
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