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.
Read, extract data from, and generate PDF documents programmatically
Read, extract, and generate PDF documents. Powers Claude's built-in document capabilities.
claude install anthropics/skills/pdfData Analyst
Analyze datasets with statistics, correlations, and visualizations
Analyze datasets with statistical methods - descriptive stats, correlations, hypothesis testing, and visualizations.
claude install community/data-analystChart Builder
Generate publication-quality charts from any data format
Generate beautiful charts and visualizations from data - bar, line, scatter, heatmap, and interactive dashboards.
claude install community/chart-builderContract Reviewer
Spot risky clauses and missing protections in any contract
Review contracts for risks, unusual clauses, missing protections, and compliance issues.
claude install community/contract-reviewerStripe MCP
Manage Stripe payments and subscriptions from your AI assistant
MCP server for Stripe - manage payments, subscriptions, invoices, and customer data.
npx @anthropic/mcp-server-stripeSpreadsheet Automator
Automate spreadsheet workflows - formulas, pivots, and charts
Automate spreadsheet workflows - formulas, pivot tables, charts, and cross-sheet data flows.
claude install community/spreadsheet-automatorFinancial Model Builder
Build P&L projections, DCF models, and scenario analyses
Build financial models - P&L projections, unit economics, DCF analysis, and scenario planning.
claude install community/financial-model-builderPitch Deck Writer
Create investor pitch decks with narrative structure and data
Create investor pitch decks - problem, solution, market, traction, team, and financial projections.
claude install community/pitch-deck-writerInvoice Generator
Generate branded invoices and track billing automatically
Generate professional invoices, receipts, and billing statements from structured data.
claude install community/invoice-generatorTable 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.
cu install table-extractorDesktop Automation
Automate repetitive tasks in any desktop application
Automate desktop applications - spreadsheets, email clients, design tools, and native apps.
cu install desktop-automationContract Template Library
Access customizable legal templates for common business agreements
Library of customizable legal contract templates - SaaS agreements, consulting contracts, and employment offers.
claude install community/contract-template-libTime 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.
claude install community/time-series-forecasterInfrastructure 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.
claude install community/infra-cost-optimizerExpense Tracker
Categorize and analyze expenses from bank statements and CSV exports
Categorize and analyze expenses from bank statements, receipts, and CSV exports.
claude install community/expense-trackerCash Flow Forecaster
Forecast cash flow with burn rate and runway calculations
Forecast cash flow with revenue projections, expense patterns, and runway calculation.
claude install community/cash-flow-forecasterMulti-Step Workflow
Chain browser actions into complex multi-step automated workflows
Chain multiple browser actions into complex workflows - login, navigate, extract, fill, submit.
cu install multi-step-workflowSaaS Metrics Dashboard
Track MRR, ARR, churn, and NRR with monthly metric snapshots
Calculate and display SaaS metrics - MRR, ARR, churn, expansion revenue, and NRR.
claude install community/saas-metrics-dashboardInvoice 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.
cu install invoice-processorSalary Benchmarker
Research salary ranges by role and location from public data sources
Research salary ranges by role, level, and location using public compensation data.
claude install community/salary-benchmarkerBusiness Plan Writer
Write comprehensive business plans with market analysis and financials
Write business plans with market analysis, financial projections, and competitive positioning.
claude install community/business-plan-writerTax Categorizer
Auto-categorize transactions for tax prep and flag deductions
Automatically categorize transactions for tax reporting - deductions, income types, and Schedule C items.
claude install community/tax-categorizerUnit Economics Calculator
Calculate LTV, CAC, and payback period with sensitivity tables
Calculate LTV, CAC, payback period, and contribution margin with sensitivity analysis.
claude install community/unit-economics-calculatorSales Forecaster
Forecast revenue from pipeline data with weighted scenarios
Generate sales forecasts from pipeline data with weighted probability and scenario modeling.
claude install community/sales-forecastTax Calculator
Estimate quarterly taxes, deductions, and filing requirements
Calculate tax obligations for freelancers and businesses - estimated payments, deductions, and quarterly filings.
claude install community/tax-calculatorSWOT Analyzer
Run structured SWOT analyses with actionable strategic implications
Conduct SWOT analyses with structured data gathering and strategic implication mapping.
claude install community/swot-analyzerVariance Analyzer
Identify budget variances by category with executive-ready reports
Analyze budget vs. actual variances with drill-down by category, department, and time period.
claude install community/variance-analyzerExpense 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.
cu install expense-reportBoard Report Writer
Compile KPIs, financials, and strategy into board-ready reports
Generate board meeting reports with KPIs, financials, strategic updates, and risk assessments.
claude install community/board-report-writerGovernment Form Filler
Fill government forms from structured data without manual entry
Fill government and compliance forms by navigating official portals with structured data.
cu install government-formsBoard Deck Generator
Compile financials, KPIs, and strategy into board-ready decks
Generate board meeting decks with financials, KPIs, strategic initiatives, and risk register.
claude install community/board-deck-generatorRisk Register
Maintain risk registers with scoring, owners, and mitigation plans
Build and maintain risk registers with probability, impact scoring, and mitigation planning.
claude install community/risk-registerCommission Calculator
Calculate commissions with accelerators, SPIFs, and clawback rules
Calculate sales commissions with accelerators, SPIFs, multi-product splits, and clawback rules.
claude install community/commission-calculatorRegulatory 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.
claude install community/regulatory-trackerInvestor Update Writer
Write investor updates with metrics, wins, challenges, and asks
Write monthly investor updates with key metrics, wins, challenges, and asks.
claude install community/investor-update-writerRevenue Recognition
Model ASC 606 revenue schedules with deferred revenue tracking
Model ASC 606 revenue recognition schedules for SaaS contracts with deferred revenue tracking.
claude install community/revenue-recognitionRelated careers
Explore skills for careers that often overlap with Finances.
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