Update targeted financial statement values in the original workbook while preserving its layout and programmatically checking that key balances reconcile.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install financial-statement-adjustment
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install financial-statement-adjustment using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Financial Statement Adjustment (Preserve Format & Balance)?
Financial Statement Adjustment is an Openclaw Skills workflow for making targeted changes to existing balance sheets, income statements, and cash flow statements without rebuilding the workbook. It is designed to preserve the original formatting, design, formulas, and unrelated sheets while updating only the necessary cells.
The skill guides the agent to locate accounts by their labels, adjust linked values such as retained earnings and net income, and verify that accounting relationships balance before delivery. It also emphasizes backing up the original file and warns that statements used externally must be supported by genuine accounting documentation.
Financial Statement Adjustment (Preserve Format & Balance) Use Cases
- Change specified values in an existing balance sheet, income statement, or cash flow statement while retaining the workbook’s original layout.
- Adjust ending or beginning retained earnings and update related totals and income statement figures.
- Work with legacy
.xlsfinancial workbooks, including complex layouts with merged cells, borders, and formulas. - Update
.xlsxworkbooks across platforms while preserving formulas and styles. - Reconcile statement totals and catch balance errors through programmatic checks before returning the adjusted file.
How Financial Statement Adjustment (Preserve Format & Balance) Works
- Identify the requested financial statements, target values, and any requirements to preserve formatting, formulas, or other sheets.
- Make a copy of the source workbook so the original remains untouched.
- Scan the worksheet labels to locate the relevant accounts and confirm their row and column positions; do not guess cell coordinates, especially in older two-sided statement layouts.
- Update only the required cells, using Excel COM for high-fidelity Windows handling of legacy or complex workbooks, or openpyxl for
.xlsxfiles where appropriate. - Update dependent figures and totals. For retained earnings adjustments, account for the corresponding asset-side change and linked income statement values; leave cash flow figures unchanged when there is no actual cash transaction.
- Recalculate the workbook where supported, then read back the results and programmatically check accounting relationships and tolerances.
- Deliver the adjusted copy only after the checks pass, and communicate any relevant compliance considerations.
Financial Statement Adjustment (Preserve Format & Balance) Setup
This skill does not specify a package-manager command or a fixed installation path. Add its SKILL.md to the skills directory used by your Openclaw Skills-compatible agent, following that agent’s installation instructions. The workflow requires an input workbook and a supported spreadsheet-processing environment.
For .xls files with complex formatting, merged cells, or formulas, use Windows with Microsoft Excel and pywin32:
python -m pip install pywin32
For .xlsx workbooks, use openpyxl:
python -m pip install openpyxl
For locating data in legacy .xls files, xlrd can be used as a read-only scanning tool; perform edits with Excel COM or by converting the workbook for a suitable writing workflow:
python -m pip install xlrd
Before editing, make a copy of the original workbook. With openpyxl, load formulas using the default data_only=False behavior so formula cells are not replaced with cached values. Note that openpyxl does not calculate formulas; use a spreadsheet engine for recalculation when needed.
Financial Statement Adjustment (Preserve Format & Balance) Data Schema & Taxonomy
The skill works with existing spreadsheet workbooks rather than defining a separate database or generating a custom metadata format. It preserves the source workbook and saves an adjusted copy.
| Data area | Typical contents | Handling |
|---|---|---|
| Balance sheet | Assets, liabilities, equity, retained earnings, and totals | Locate accounts by label; update only requested cells and linked totals. |
| Income statement | Revenue, operating profit, total profit, income tax, and net income | Update linked figures when cumulative profit or retained earnings changes. |
| Cash flow statement | Cash receipts, payments, and cash flow totals | Usually leave unchanged when an adjustment does not represent an actual cash transaction. |
| Workbook structure | Sheets, formatting, formulas, merged cells, borders, and layout | Preserve existing structure and unrelated content; avoid rebuilding the workbook. |
| Output | Adjusted workbook copy | Keep the original as a backup and validate the saved copy before delivery. |
Core checks include assets equaling liabilities plus equity, the change in retained earnings matching cumulative profit, and net income equaling total profit less income tax. The workflow uses a tolerance of less than 0.01 in its example assertions. In older two-sided layouts, account labels and values may occupy different columns; scan labels before selecting cells.
Financial Statement Adjustment (Preserve Format & Balance) Advanced Features
- Supports environment-specific editing: Excel COM on Windows for high-fidelity handling of legacy
.xlsfiles and complex workbook features, and openpyxl for cross-platform.xlsxediting. - Uses label-based cell discovery to avoid incorrect row or column assumptions, including in two-sided financial statement layouts.
- Handles both formula-driven and hard-coded subtotal rows; checks whether totals contain formulas because hard-coded totals will not update automatically.
- Applies linked adjustments across retained earnings, balance sheet totals, and income statement figures instead of changing an isolated number.
- Recalculates where supported and reads back saved values for programmatic balance validation rather than relying on visual inspection.
- Preserves the original file and limits edits to necessary cells, reducing unintended changes to formatting, design, formulas, and other sheets.
- Includes a compliance safeguard: externally used statements should be supported by genuine adjustment documentation, and assistance with suspected financial fraud should be refused.
SKILL.md
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