Finance & Accounting skills for Claude
Budgets, reports, invoices and financial analysis. 252 skills and plugins for bookkeepers, finance teams and business owners, 246 of them with no code needed. Most popular first.
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Excel Spreadsheet Builder
Creates, fixes, and formats Excel spreadsheets with working formulas and charts.
Pricing Strategy Advisor
Helps you decide what to charge and how to structure your pricing plans.
Financial Model Builder
Builds valuation models, tests assumptions, and runs risk simulations for investment decisions.
Financial Ratio Analyzer
Calculates profitability, liquidity, and valuation ratios from your financial statements.
3-Statement Model Builder
Fills in a linked income statement, balance sheet, and cash flow model template.
Accrual Schedule Builder
Builds month-end accrual entries with supporting calculations and draft journal entries.
Anonymous Deal Teaser
Writes a one-page anonymous summary to gauge buyer interest before revealing a company's identity.
Balance Sheet Roll-Forward
Creates a roll-forward schedule tying a balance sheet account's beginning to ending balance.
Budget Variance Commentary
Writes explanations for financial line items that moved more than expected.
Client Meeting Prep Kit
Creates a briefing pack before every client or investor meeting.
Client Performance Report
Generates a client-ready investment performance report with returns and allocation details.
Client Review Prep
Pulls together a client's account data into a concise meeting prep summary.
Company Profile Slides
Creates polished one-page company profile slides for pitch books and client presentations.
Comparable Company Analysis
Builds a spreadsheet comparing a company's valuation and metrics against its industry peers.
DCF Valuation Model Builder
Builds a discounted cash flow valuation model in Excel with projections and sensitivity analysis.
Deal Pipeline Tracker
Keeps every active deal's milestones, deadlines, and action items organized in one place.
Deal Process Letters
Drafts bid instruction letters and meeting invitations for a company sale process.
Deal Returns Calculator
Builds IRR and return sensitivity tables for evaluating a potential investment deal.
Deal Screening Memo
Screens incoming investment deals against your criteria and summarizes the verdict.
Diligence Meeting Prep
Prepares targeted questions and talking points before a due diligence meeting or call.
Due Diligence Checklist
Builds a full due diligence checklist tailored to the deal and tracks what's still outstanding.
Earnings Call Reviewer
Reviews earnings calls and filings, then updates models and drafts notes.
Excel File Builder
Creates a formatted Excel workbook file from scratch when no spreadsheet app is open.
Financial Data Pack Builder
Turns raw financial documents into a polished, standardized Excel data pack.
Financial Model Builder
Builds DCF, LBO, and comps models directly inside Excel.
Financial Model Updater
Updates a financial model with new earnings, guidance, or assumption changes.
Financial Modeling Toolkit
Builds financial models, comparisons, and polished slide decks for finance teams.
Fund Administration Toolkit
Automates fund accounting tasks like reconciliations, accruals, and NAV checks.
Fund Valuation Reviewer
Reviews fund data and prepares investor valuation reports.
FX Carry Trade Analyzer
Evaluates currency carry trade opportunities using rates, forwards, and volatility data.
General Ledger Reconciler
Finds accounting discrepancies and traces them back to the source.
GL Reconciliation Helper
Matches general ledger entries to subledger records and lists every discrepancy found.
Investment Banking Toolkit
Builds pitch decks, deal trackers, buyer lists, and deal materials.
Investment Committee Memo Writer
Drafts a structured deal memo for private equity investment committee approval.
Investment Proposal Writer
Drafts a professional investment proposal for a prospective client.
KYC Document Reader
Pulls identity, ownership, and funding details out of client onboarding paperwork.
KYC Document Screener
Checks onboarding documents against compliance rules and flags issues.
KYC Risk Scorer
Scores a client's onboarding record against your firm's compliance rules and risk levels.
LBO Model Builder
Fills out a leveraged buyout model template with sources, debt schedule, and returns.
LP Statement Auditor
Checks investor statements for errors before they go out.
LP Statement Tie-Out
Checks that an investor's capital account statement matches the fund's official NAV records.
Merger Impact Model
Builds an accretion or dilution analysis to show how a merger affects earnings per share.
Month-End Close Assistant
Handles accruals, roll-forwards, and variance notes for month-end close.
Option Volatility Reviewer
Analyzes option pricing and volatility to assess whether options look cheap or expensive.
Pitch Deck Builder
Turns market comps and deal data into a finished investment pitch deck.
Pitch Deck Quality Checker
Reviews a finance presentation for number mismatches, wording issues, and formatting problems before it goes out.
Pitch Deck Template Filler
Fills an empty investment banking slide template with your data.
Portfolio Company Tracker
Reviews a portfolio company's financials against budget and flags areas of concern.
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