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Israeli Financial Reports

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Generate Israeli-standard financial reports including profit and loss (Doch Revach VeHefsed), balance sheet (Maazan), trial balance (Maazan Bochein), and cash flow statements. Supports bilingual Hebrew/English output with NIS formatting, VAT summary reports for bi-monthly and monthly filing, year-end annual report preparation, and comparison periods. Works with Osek Patur, Osek Murshe, and Chevra (company) business types. Reflects the Israeli accounting-standards regime where full IFRS is mandatory only for public companies while private companies may use Israeli GAAP or IFRS for SMEs. Use when you need to produce financial statements, tax-related summaries, or periodic reports for Israeli businesses. Exports to PDF, Excel, and CSV formats. Do NOT use for tax filing submissions, payroll processing, or bank reconciliation workflows.

Trust score 96/100 (Verified) · 137+ installs · 2 GitHub contributors · MIT license

The Problem

Generating standard financial reports in Israel requires knowledge of Israeli accounting standards, accepted formats, and professional Hebrew terminology. Small businesses pay accountants thousands of shekels for reports that can be generated automatically.

skills-ilskills-ilAccounting
1.3.0MITGitHub
137installs2,354views
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How to use this skill

Not sure how? Read the guide
  1. 1. Click "Download ZIP" to download the skill files.
  2. 2. Open Claude Desktop and go to Customize > Skills.
  3. 3. Click "+" and select "Upload a skill", then upload the ZIP file.
  4. 4. Start a new conversation. The skill will activate automatically when relevant.
A new version released? How to update your installed skill
Developers? Install via command line (CLI)
npx skills-il add skills-il/accounting@v1.3.0-israeli-financial-reports --skill israeli-financial-reports -a claude-code

When to Apply

  • When you need to generate a standard profit and loss report
  • When preparing annual or quarterly balance sheet
  • When you need a trial balance for the accountant
  • When filing bi-monthly VAT reports
  • When you need reports for investor presentations

Try These Prompts

Profit & Loss Report

Generate a profit and loss report for 2025 in standard Israeli format, in Hebrew and English.

Annual Balance Sheet

Prepare an annual balance sheet as of 31.12.2025 with comparison to previous year.

Bi-Monthly VAT Report

Prepare a VAT summary for January-February 2026 with output VAT and input VAT.

Frequently Asked Questions

Changelog

v1.3.0

Added the allocation-number (מספר הקצאה) input-VAT gate for 2026 (Israel Invoice Model, NIS 10,000/5,000 thresholds), the osek-zeir 30%-of-turnover election, the self-employed National Insurance periodic obligation, and a full worked indirect-method cash-flow example.

Jul 18, 2026

v1.2.0

v1.2.0: corrected the monthly-vs-bi-monthly VAT threshold (NIS 1,775,000 for 2026), fixed filing deadlines (15 paper / 19 online / 23 detailed), added PCN874 detailed reporting (>NIS 500,000, 2026), the osek-patur ceiling (NIS 122,833) and annual declaration, and Form 6111 (>NIS 300,000); corrected the accounting-standards regime (full IFRS only for public companies, private use Israeli GAAP or IFRS for SMEs); fixed fruits/vegetables to zero-rated and replaced a dead reference link.

Jun 3, 2026

v1.1.0

Corrected Hebrew typos (מטקונת → מתכונת, התאקמויות → התאמות) and English transliteration errors (Maam Tsfumot → Maam Tsumot, Maam Etzumot → Maam Iskaot, Doch Ruvach → Doch Revach, Halvaat Tzvei Aroch → Halva'a LeZman Arokh, Mas VeHitakmuyot → Mas VeHitamot, Hotzaot Mera'sh → Hotza'ot Merosh). Replaced "Israeli Companies Ordinance" with "Companies Law 1999" (the Ordinance was repealed in 1999). Fixed user-facing DB-level FAQ EN VAT 17% → 18% on prod and dev.

Apr 29, 2026

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