> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 3-Statement Model Command

> Populate a 3-statement financial model template -- learn how the income statement, balance sheet, and cash flow statement connect.

# `/3-statement-model` -- 3-Statement Financial Model

The 3-statement model is the backbone of financial analysis. It connects a company's three core financial statements -- the Income Statement, Balance Sheet, and Cash Flow Statement -- into an integrated framework where changing one assumption (like revenue growth) automatically flows through to every other statement. This integrated structure is what separates a real financial model from a collection of disconnected spreadsheets.

This command populates an existing 3-statement model template with proper linkages, formulas, and scenario analysis. It is designed for completing templates, not building models from scratch.

For a deep dive into the three financial statements and how they link together, see the [3-Statement Model Skill](/en/financial-analysis/skills/3-statement-model) page.

## Command Syntax

```
/3-statement-model [path to template file]
```

**Examples:**

```bash theme={null}
/3-statement-model ./models/Q4_Model_Template.xlsx
/3-statement-model
```

If no file path is provided, Claude will ask for your model template.

<Note>
  This command is designed for populating existing templates -- not building models from scratch. Provide your firm's template for best results.
</Note>

## What It Produces

A fully populated 3-statement model with proper cross-statement linkages, validated integrity checks (balance sheet balances, cash tie-out), and scenario analysis support.

## Workflow

<Steps>
  <Step title="Analyze the Template Structure">
    Claude reviews all tabs, identifies input vs. formula cells, maps cross-tab dependencies, and confirms the structure before touching any cells.
  </Step>

  <Step title="Populate Historical Data">
    Enter actuals for historical periods in the correct input cells, matching the template's units and sign conventions.
  </Step>

  <Step title="Build IS Projections">
    Apply growth and margin assumptions, build expense line items, and calculate subtotals (Gross Profit, EBIT, EBT, Net Income).
  </Step>

  <Step title="Complete the Balance Sheet">
    Populate asset/liability schedules, ensure Retained Earnings rolls forward correctly, and validate Assets = Liabilities + Equity for every period.
  </Step>

  <Step title="Complete the Cash Flow Statement">
    Link CFO to Net Income, add non-cash items, model working capital changes, and validate Ending Cash = Balance Sheet Cash.
  </Step>

  <Step title="Run Integrity Checks">
    Validate all cross-statement linkages and confirm model balances across all scenarios.
  </Step>
</Steps>

## Core Integrity Checks

| Check                 | Formula                                  | Expected Result |
| --------------------- | ---------------------------------------- | --------------- |
| Balance Sheet Balance | Assets - Liabilities - Equity            | = 0             |
| Cash Tie-Out          | CF Ending Cash - BS Cash                 | = 0             |
| Net Income Link       | IS Net Income - CF Starting Net Income   | = 0             |
| Retained Earnings     | Prior RE + NI - Dividends - BS Ending RE | = 0             |

## How to Customize for Your Firm

```bash theme={null}
claude plugin install financial-analysis@financial-services-plugins
```

Edit `skills/3-statement-model/SKILL.md` to add your firm's template conventions, sign conventions, and projection methodology.

## Related

* [3-Statement Model Skill](/en/financial-analysis/skills/3-statement-model) -- Full Finance 101 explanation of the three financial statements, how they link, and validation methodology
* [`/debug-model` Command](/en/financial-analysis/commands/debug-model) -- Audit a completed model for errors