Builds multi-entity consolidating financial reports in Excel: consolidating P&L (income statement), balance sheet, and trial balance — individually or all three together. Resolves the firm, entities, reporting period, and target workbook, then builds the chosen report(s).
Install
npx skills add carta/plugins --skill carta-consolidating-financial-reportsnpx skills add carta/plugins --skill carta-consolidating-financial-reports -a claude-code -gnpx skills add carta/plugins --skill carta-consolidating-financial-reports -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-investors/skills/carta-consolidating-financial-reportsgh skill install carta/plugins carta-consolidating-financial-reportsgit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-consolidating-financial-reports ~/.claude/skills/carta-consolidating-financial-reports # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-consolidating-financial-reports ~/.agents/skills/carta-consolidating-financial-reports # Codex, Cursor, Gemini CLI, Copilot, OpenCode