Official recipe

Build linked financial statements with reconciliation checks

Separate forecasts can look plausible while disagreeing about cash, equity or the opening balances.

Read original recipe

Proposed inputs

Name
Fictional historical accounts
Owner
Finance owner
Minimum scope
One balanced historical period in one currency
Quality check
Units, signs and period ends are explicit.
Name
Blank forecast copy
Owner
Analyst
Minimum scope
A small supplied template and approved drivers
Quality check
Separate input cells from protected formulas.

Access and setup — proposed or unknown

Proposed minimum: Use a separate working copy and identify the person who can resolve uncertain inputs.
Agree the allowed artifact and review boundary before implementation.
Compatibility unknowns: Unknown: installed runtime, required tools, external service access and present-day compatibility.
External actions requiring approval: Approve data access, material assumptions and final professional review before any financial use or sharing.

Detailed steps and output format

At a glance

Suggested result: A working-copy forecast with linked statements, an assumptions register and exception checks.Suggested; untested.
Tool: Hermes AgentSource-named; check current access.
Suggested inputs: Fictional historical accounts; Blank forecast copyProposed; access notes below.
Human review: Approve data access, material assumptions and final professional review before any financial use or sharing.Suggested boundaries; source approvals below.
Setup notes: Use a separate working copy and identify the person who can resolve uncertain inputs. Agree the allowed artifact and review boundary before implementation.Guide notes; proposed setup untested.
Cost: Workflow cost not established. Check current tool pricing, setup and human review costs before trying it.No measured cost or time added.
Content depth: Source-linked example · suggestions untestedDepth does not establish successful execution.

Check source evidence and limits ↓

Source-backed example. Practical decision guidance is proposed and untested; this is not a full implementation guide.

The problem

Separate forecasts can look plausible while disagreeing about cash, equity or the opening balances.

Suggested task · untested

Prepare a linked forecast draft whose assumptions and reconciliation gaps are visible.

What you could produce

A working-copy forecast with linked statements, an assumptions register and exception checks.

Where these suggestions come from

Core problem: Our suggestion; no result reported by the source
Agent job: Our suggestion; no result reported by the source
Expected output: Our suggestion; no result reported by the source
Relevant job roles: Our suggestion; no result reported by the source
Benefit type: Our suggestion; no result reported by the source

Suggestions and their limits

Describes the proposed purpose and review output; measured benefit and successful delivery are not established.

Editorial synthesis based on the linked source. This framing does not add evidence of successful delivery or results.

Before you try it · suggestions untested

Original decision guidance and first check are proposals. The source supports the attributed task; this guidance has not been executed.

Read the attributed source evidence and original caveats below ↓

Why use this

Separate forecasts can disagree about available cash.
Linked statements expose the disagreement for finance review.

Why an agent / simpler alternative

Useful judgment: Map accounts and expose contradictory assumptions.
Simpler alternative: A maintained accounting forecast template may suffice when mappings and formulas are already reliable.
Unsuitable when: The owner cannot validate opening accounts or a qualified reviewer cannot approve accounting and tax treatment.

Expected deliverable and review checks

Proposed artifact: A working-copy forecast with linked statements, an assumptions register and exception checks.
Critical checks: Trace opening balances.
Reconcile closing cash.
Check a changed driver propagates.
Missing output evidence: No finished output from an executed recipe was inspected.

First check — proposed, unexecuted

Status: proposed_unexecuted
Synthetic fixture: A fictional shop has one historical year, a sales-growth driver, inventory purchases and a missing opening equity amount.
Acceptance checks: Flag the missing opening amount.
Keep calculated cells as formulas.
Reconcile without invented inputs.
Stop conditions: Stop if balancing requires an unexplained plug or real financial data.

Tasks: Money & accounting Data & analysis

Useful for: Finance professional

Editorial relevance from the title and source-supported actions; not evidence of the operator’s occupation.

Hermes AgentIndependent testing: No

Failure handling, costs and limits

Failure signals and proposed responses

Signal
Cash differs between sheets
Why it matters
Funding gaps may disappear.
Proposed response
Trace links; retain unresolved differences.
Signal
Loss automatically creates a tax credit
Why it matters
The benefit may be unavailable.
Proposed response
Request qualified tax-treatment review.

Effort and cost — unknown

Setup work: Prepare scoped inputs and an independent reviewer-owned answer key.
Ongoing review: Recheck changed assumptions against the original acceptance checks.
Unknowns: Unknown: setup effort, usage charges, review time and reliability; no savings established.

Limits

This proposed offline check establishes neither live compatibility nor successful implementation.

Full source evidence

Official recipe · Tool workflows

Original task title: Build linked financial statements with reconciliation checks

Editorial candidate. This is source-backed reporting or a documented workflow. BotCurrent has not independently tested this task. A proposed Canadian adaptation is not evidence of a Canadian deployment or compliance certification.

Original source

https://github.com/NousResearch/hermes-agent/blob/main/optional-skills/finance/3-statement-model/SKILL.md ↗

Attributed to: Anthropic (adapted by Nous Research)

Official recipe

Original action type: tool_action
What the source reports: Inspects a supplied template, maps inputs and formulas, links income, balance-sheet and cash-flow projections, recalculates and checks reconciliations.
Source outcome limits: US-oriented modeling rules appear in the source; accounting, tax validity and professional accuracy are not established. No independent execution test.
Evidence attribution caveat: This official recipe describes a procedure; it does not prove successful execution or independently reproduced results.
Source approval description: Recipe requires user confirmation after template mapping, historical inputs and each statement before proceeding.
Named tools: Hermes Agent; 3-statement-model
Model or version: Skill 1.0.0; agent runtime/model unknown
Publication date: Unknown
Source last checked: 2026-10-14
Demonstrated in Canada: Unknown
Canadian availability: Unknown
Proposed Canadian adaptation: Proposed: review local requirements and approved data scope before any use.
Recommended approval boundaries: Approve data access, material assumptions and final professional review before any financial use or sharing.