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name: financial-statements-to-model description: Use when Turns raw PDF financial statements into a full Excel model with historicals and forecasts.

Financial Statements to Model

Extracts data from messy PDF filings and exported reports, maps line items into a standardized structure, and builds an Excel model with income statement, balance sheet, cash flow, forecast scenarios, and a dashboard, running reconciliation checks and catching calculation errors before finalizing.

What you get

• Skill file plus supporting scripts
• produces a multi-sheet workbook (raw, standardized, model, forecast, dashboard) with an audit report.

Customize your output

• Point it at your own workbooks/datasets and adapt the output structure to your reporting standards.

Example output

Meridian-style build: 12 quarters extracted into a 500-formula model with zero recalculation errors.

Best for

Financial analysts, controllers, and FP&A teams.