Generate statutory financial statements from Trial Balances. Built by JupiteX Technologies LLP — Chartered Accountants and AI architects.
This plugin turns Claude into a statutory financial reporting specialist. Give it a Trial Balance from any accounting software, and it classifies accounts, builds face sheets, generates notes, and verifies the output — following the exact format used in published annual reports.
| Framework | Standard | Format | Coverage |
|---|---|---|---|
| Ind AS | Indian Accounting Standards | Schedule III Division II | Full |
| IFRS | International Financial Reporting Standards | IAS 1 | Full |
| Indian GAAP | Indian GAAP | Schedule III Division I | Full |
| US GAAP | US Generally Accepted Accounting Principles | ASC 220 / Reg S-X | Core |
Tally Prime, Tally ERP 9, Zoho Books, QuickBooks, Xero, SAP, Oracle, Busy, Marg ERP, and any Excel Trial Balance.
| Skill | What It Does |
|---|---|
| tb-classification | Classifies GL accounts into BS/P&L line items with sub-categories and note references |
| financial-statements | Generates BS, P&L, CFS, SOCIE with SUMIFS formulas referencing the Mapping table |
| disclosure-notes | Drafts notes to accounts — narrative (policies) and numerical (schedules, ratios, ageing) |
| forensic-review | Reviews financial statements for errors, inconsistencies, and red flags |
/financials # Generate financial statements from TB
/financials --framework ifrs # IFRS format
/financials --denomination lakhs # Display in INR Lakhs
/review-financials # Review existing financial statements for errors
Add the marketplace repository, then install:
Repository URL: https://github.com/jupitex/statutory-reporting-plugin
claude plugin marketplace add jupitex/statutory-reporting-plugin
claude plugin install statutory-reporting@statutory-reporting-plugin
- Mapping Sheet — Every TB account classified with Category, Sub-Category, Note #
- Balance Sheet — Full Schedule III / IAS 1 format with live SUMIFS formulas
- Statement of Profit and Loss — With OCI section
- Cash Flow Statement — Indirect method with working capital changes
- Statement of Changes in Equity — Share capital + reserves movement
- Notes — Corporate information, accounting policies, numerical notes, ratios
This is a free, open-source skill that handles ~80% of standard financial reporting scenarios. For production-grade, audit-ready financial statements, you need:
- ✗ Deterministic formula chain (BS → Note → Classified TB — every cell traceable)
- ✗ Groupings reconciliation proof (mathematical verification that BS = TB)
- ✗ Zero BS gap guarantee (output balances by construction, not by luck)
- ✗ Full 49-note Ind AS disclosures with interactive tools
- ✗ Trade receivable/payable ageing tables (MCA 2021 mandatory)
- ✗ PPE gross block schedule with asset-class-wise reconciliation
- ✗ 12 mandatory financial ratios with PY comparison and variance explanation
- ✗ Sign multiplier model (handles contra accounts, pre-closing TBs, running accounts)
- ✗ Self-learning classification (improves with every engagement)
- ✗ Multi-GAAP generation from same TB
- ✗ Prior year comparative from uploaded signed financials
- ✗ Print-ready continuous output with intelligent page breaks
For all of the above → finstatement.ai
JupiteX Technologies LLP is a DPIIT-recognised AI startup (DIPP251789) headquartered in Hyderabad, India. Founded by Chartered Accountants with 22+ years of experience across Big 4 audit, global banking, microfinance risk, and enterprise AI.
Products:
- finstatement.ai — AI-native financial reporting platform
- jupitex.ai — Knowledge media platform for competitive exams
- jupitexservices.com — Enterprise AI consulting
Apache License 2.0
This plugin assists with financial reporting workflows but does not provide financial, legal, or audit advice. All outputs should be reviewed by a qualified Chartered Accountant, CPA, or equivalent professional before use in statutory filings, audit submissions, or regulatory reporting. AI-generated financial statements are drafts and require professional verification.