Repeatable client analysis
Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.
— Finance & Investment
Financial Health Diagnostic
Computes period-on-period movement across a financial summary and reconciles profitability, liquidity, leverage, cash generation and working capital into a triaged read on strengths, risks and priority actions.
- Finance & Investment
- Traceable reasoning
- Runs anywhere
1 week → ~25 minutes
For a full population, not a sample
No coding required
- Input
- Documents, exports or uploads you already hold
- Output
- A structured, review-ready deliverable
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~1 week per run
— USE CASES
What people use Financial Health Diagnostic for
Faster first drafts
Turn raw source material into a working draft in minutes and spend your time on judgement instead of assembly.
Comparable results over time
Produce the same shape of output each cycle so movement is measurable rather than re-argued.
What it works from
- Documents, exports or uploads you already hold
- Your own criteria, framework or house method
What you get back
- A structured, review-ready deliverable
- A traceable record of what informed each conclusion
— HOW IT BEHAVES
How Financial Health Diagnostic produces its result
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Row-level table processing
Every row of your table is processed on the same basis, however long the table is.
Charted, not just stated
The pattern is visualised from the computed data, so the trend is legible at a glance.
Composed as work product
Findings are written up as a document that reads like professional output rather than raw model text.
Enriched row by row
Each row gains derived columns from the analysis, keeping the source data and the judgement side by side.
Roll-up alongside detail
Detail rows are summarised into the grouped view without losing the underlying lines.
Why this is expensive by hand
Every finance & investment team needs financial Health Diagnostic — and almost none of them do it the same way twice. Repeatable client analysis is the typical trigger — run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work. Get it right and the conclusion holds up in the room; get it rushed and it gets picked apart. Either way it costs roughly 1 week of experienced attention.
How this Skill produces it
Skillsize turns that work into a Skill: you supply the material, and what comes back is a structured, review-ready deliverable, with a traceable record of what informed each conclusion. The criteria, ordering and review points that make the answer trustworthy are encoded in the Skill itself — which is the difference between a structured method and a prompt someone pastes in. In effect, 1 week of senior time compresses into ~25 minutes — and the output is comparable across clients, quarters and colleagues instead of shaped by whoever ran it.
Who it's for
- Independent consultants codifying their own methodology
- Strategy and transformation teams standardising delivery
- Internal advisory functions under pressure to produce faster
- Operators who need defensible output, not a one-off chat answer
Run it in Skillsize — or export it anywhere
Financial Health Diagnostic exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
ChatGPTClaudeCopilotAI Products (MCP)
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