AI Skills for Finances

36 skills to supercharge your finance workflow

Finance professionals deal with precision, compliance, and deadlines. AI skills for finance handle the structured, repetitive parts of the job — building financial models, generating invoices, tracking expenses, calculating tax implications, and drafting board-ready reports. The math is checked, the formatting is clean, and the output is professional.

These skills understand financial workflows and output formats. They generate models with proper assumptions documentation. They produce reports with the charts and summaries that boards and investors actually want to see. They handle the formatting and calculations so you can focus on the analysis and recommendations.

Whether you're a CFO preparing for a board meeting, a financial analyst building models, or a founder managing company finances, these skills turn hours of spreadsheet work into minutes of review and adjustment.

All Finance skills

Sorted by popularity. Click any skill to see details and install.

36 skills
Claude CodeUniversal
featured

PDF

Read, extract data from, and generate PDF documents programmatically

Read, extract, and generate PDF documents. Powers Claude's built-in document capabilities.

Beginner5 min24.6k4.8
claude install anthropics/skills/pdf
by Anthropic
Claude CodeCodex
featured

Data Analyst

Analyze datasets with statistics, correlations, and visualizations

Analyze datasets with statistical methods - descriptive stats, correlations, hypothesis testing, and visualizations.

Intermediate30 min19.2k4.8
claude install community/data-analyst
by data-science
Claude CodeCodex

Chart Builder

Generate publication-quality charts from any data format

Generate beautiful charts and visualizations from data - bar, line, scatter, heatmap, and interactive dashboards.

Beginner5 min15.8k4.7
claude install community/chart-builder
by viz-tools
Claude CodeUniversal
featured

Contract Reviewer

Spot risky clauses and missing protections in any contract

Review contracts for risks, unusual clauses, missing protections, and compliance issues.

Intermediate30 min14.2k4.7
claude install community/contract-reviewer
by legal-ai
MCPClaude Code

Stripe MCP

Manage Stripe payments and subscriptions from your AI assistant

MCP server for Stripe - manage payments, subscriptions, invoices, and customer data.

Beginner5 min14.2k4.7
npx @anthropic/mcp-server-stripe
by community
Claude CodeComputer Use

Spreadsheet Automator

Automate spreadsheet workflows - formulas, pivots, and charts

Automate spreadsheet workflows - formulas, pivot tables, charts, and cross-sheet data flows.

Beginner30 min12.6k4.6
claude install community/spreadsheet-automator
by sheet-tools
Claude CodeUniversal
featured

Financial Model Builder

Build P&L projections, DCF models, and scenario analyses

Build financial models - P&L projections, unit economics, DCF analysis, and scenario planning.

Intermediatecustom10.8k4.6
claude install community/financial-model-builder
by finance-tools
Claude CodeUniversal

Pitch Deck Writer

Create investor pitch decks with narrative structure and data

Create investor pitch decks - problem, solution, market, traction, team, and financial projections.

Intermediate30 min9.4k4.5
claude install community/pitch-deck-writer
by startup-tools
Claude CodeUniversal

Invoice Generator

Generate branded invoices and track billing automatically

Generate professional invoices, receipts, and billing statements from structured data.

Beginner5 min8.4k4.5
claude install community/invoice-generator
by billing-tools
Computer Use
new

Table Extractor

Extract tables from PDFs, images, and web pages into clean CSV/JSON

Extract data from HTML tables, PDFs, and images into structured CSV or JSON using visual parsing.

Beginner5 min8.4k4.5
cu install table-extractor
by Anthropic
Computer Use
new

Desktop Automation

Automate repetitive tasks in any desktop application

Automate desktop applications - spreadsheets, email clients, design tools, and native apps.

Intermediate30 min8.2k4.3
cu install desktop-automation
by Anthropic
Claude CodeUniversal

Contract Template Library

Access customizable legal templates for common business agreements

Library of customizable legal contract templates - SaaS agreements, consulting contracts, and employment offers.

Beginner5 min8.2k4.5
claude install community/contract-template-lib
by legal-templates
Claude CodeCodex

Time Series Forecaster

Forecast time series data with multiple models and confidence intervals

Forecast time series data with ARIMA, Prophet, or neural methods including confidence intervals.

Advancedcustom8.2k4.5
claude install community/time-series-forecaster
by forecast-tools
Claude CodeMCP

Infrastructure Cost Optimizer

Cut cloud costs by finding unused resources and right-sizing instances

Analyze and optimize cloud infrastructure costs - right-sizing, reserved instances, and unused resource detection.

Intermediate30 min7.8k4.4
claude install community/infra-cost-optimizer
by finops-tools
Claude CodeUniversal

Expense Tracker

Categorize and analyze expenses from bank statements and CSV exports

Categorize and analyze expenses from bank statements, receipts, and CSV exports.

Beginner30 min7.2k4.4
claude install community/expense-tracker
by finance-tools
Claude CodeUniversal

Cash Flow Forecaster

Forecast cash flow with burn rate and runway calculations

Forecast cash flow with revenue projections, expense patterns, and runway calculation.

Intermediate30 min7.2k4.5
claude install community/cash-flow-forecaster
by finance-tools
Computer Use
new

Multi-Step Workflow

Chain browser actions into complex multi-step automated workflows

Chain multiple browser actions into complex workflows - login, navigate, extract, fill, submit.

Intermediate30 min7.2k4.4
cu install multi-step-workflow
by Anthropic
Claude CodeUniversal

SaaS Metrics Dashboard

Track MRR, ARR, churn, and NRR with monthly metric snapshots

Calculate and display SaaS metrics - MRR, ARR, churn, expansion revenue, and NRR.

Intermediate30 min7.2k4.5
claude install community/saas-metrics-dashboard
by saas-metrics
Computer Use
new

Invoice Processor

Process invoices from any source into your accounting system

Extract data from invoices in email or web portals, then enter it into your accounting system.

Intermediate30 min6.8k4.3
cu install invoice-processor
by finance-tools
Claude CodeComputer Use

Salary Benchmarker

Research salary ranges by role and location from public data sources

Research salary ranges by role, level, and location using public compensation data.

Intermediate30 min6.4k4.4
claude install community/salary-benchmarker
by comp-tools
Claude CodeUniversal

Business Plan Writer

Write comprehensive business plans with market analysis and financials

Write business plans with market analysis, financial projections, and competitive positioning.

Intermediatecustom6.4k4.4
claude install community/business-plan-writer
by startup-tools
Claude CodeUniversal

Tax Categorizer

Auto-categorize transactions for tax prep and flag deductions

Automatically categorize transactions for tax reporting - deductions, income types, and Schedule C items.

Beginner30 min6.2k4.4
claude install community/tax-categorizer
by tax-tools
Claude CodeUniversal

Unit Economics Calculator

Calculate LTV, CAC, and payback period with sensitivity tables

Calculate LTV, CAC, payback period, and contribution margin with sensitivity analysis.

Intermediate30 min5.8k4.3
claude install community/unit-economics-calculator
by saas-metrics
Claude CodeUniversal

Sales Forecaster

Forecast revenue from pipeline data with weighted scenarios

Generate sales forecasts from pipeline data with weighted probability and scenario modeling.

Intermediate30 min5.8k4.3
claude install community/sales-forecast
by sales-analytics
Claude CodeUniversal

Tax Calculator

Estimate quarterly taxes, deductions, and filing requirements

Calculate tax obligations for freelancers and businesses - estimated payments, deductions, and quarterly filings.

Intermediate30 min5.6k4.3
claude install community/tax-calculator
by tax-tools
Claude CodeUniversal

SWOT Analyzer

Run structured SWOT analyses with actionable strategic implications

Conduct SWOT analyses with structured data gathering and strategic implication mapping.

Beginner30 min5.6k4.3
claude install community/swot-analyzer
by strategy-tools
Claude CodeUniversal

Variance Analyzer

Identify budget variances by category with executive-ready reports

Analyze budget vs. actual variances with drill-down by category, department, and time period.

Intermediate30 min5.4k4.3
claude install community/variance-analyzer
by finance-tools
Computer Use
new

Expense Report Filler

Fill expense reports from receipts without manual data entry

Fill expense reports in Expensify, Concur, or company portals by extracting data from receipts.

Beginner5 min5.2k4.2
cu install expense-report
by finance-tools
Claude CodeUniversal

Board Report Writer

Compile KPIs, financials, and strategy into board-ready reports

Generate board meeting reports with KPIs, financials, strategic updates, and risk assessments.

Intermediatecustom4.8k4.3
claude install community/board-report-writer
by exec-tools
Computer Use
new

Government Form Filler

Fill government forms from structured data without manual entry

Fill government and compliance forms by navigating official portals with structured data.

Intermediate30 min4.8k4.2
cu install government-forms
by compliance-tools
Claude CodeUniversal

Board Deck Generator

Compile financials, KPIs, and strategy into board-ready decks

Generate board meeting decks with financials, KPIs, strategic initiatives, and risk register.

Intermediatecustom4.8k4.3
claude install community/board-deck-generator
by exec-tools
Claude CodeUniversal

Risk Register

Maintain risk registers with scoring, owners, and mitigation plans

Build and maintain risk registers with probability, impact scoring, and mitigation planning.

Beginner30 min4.4k4.2
claude install community/risk-register
by pm-tools
Claude CodeUniversal

Commission Calculator

Calculate commissions with accelerators, SPIFs, and clawback rules

Calculate sales commissions with accelerators, SPIFs, multi-product splits, and clawback rules.

Intermediate30 min4.2k4.2
claude install community/commission-calculator
by comp-tools
Claude CodeComputer Use

Regulatory Tracker

Track regulatory changes and assess their impact on your business

Track regulatory changes in your industry and assess their impact on your product or service.

Intermediatecustom4.2k4.2
claude install community/regulatory-tracker
by compliance-tools
Claude CodeUniversal

Investor Update Writer

Write investor updates with metrics, wins, challenges, and asks

Write monthly investor updates with key metrics, wins, challenges, and asks.

Beginner30 min4.2k4.2
claude install community/investor-update-writer
by startup-tools
Claude CodeUniversal

Revenue Recognition

Model ASC 606 revenue schedules with deferred revenue tracking

Model ASC 606 revenue recognition schedules for SaaS contracts with deferred revenue tracking.

Advancedcustom3.8k4.2
claude install community/revenue-recognition
by finance-tools

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