Finance & Accounting skills for Claude (page 2 of 6)
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.
Post-Acquisition Value Plan
Maps out revenue, cost, and operational improvements to boost earnings after a deal closes.
Presentation Number Updater
Swaps updated figures into an existing slide deck without changing its design.
Private Equity Deal Toolkit
Supports deal sourcing, due diligence, and portfolio monitoring for PE teams.
Reconciliation Break Tracer
Traces a bookkeeping mismatch back to its original source transaction and cause.
Spreadsheet Auditor
Checks a spreadsheet for formula errors, broken links, and risky mistakes.
Swap Curve Strategist
Analyzes interest rate swap curves to spot trade opportunities and compute spreads.
Unit Economics Analysis
Breaks down customer economics like retention, LTV, and CAC for a potential investment.
Weekly Funding Digest
Builds a one-page slide summarizing recent funding rounds and deal activity in your sectors.
Account Reconciliation Helper
Compares account balances to find and explain differences between records.
Ad Performance Manager
Reviews your ad spend, explains what's working, and can make approved changes.
Bill Processing Assistant
Reads your vendor bills, codes them, and stages a payment run for your approval.
Business Pulse Snapshot
Pulls data from your connected business tools into a one-page daily snapshot.
Cash Flow Forecaster
Forecasts your cash position 30, 60, and 90 days out with risk warnings.
Compensation Benchmarking
Benchmarks pay for a role or analyzes your comp data for gaps and outliers.
Deal Slip Scenario
Shows what happens to your sales number if a deal slips or dies.
Finance & Accounting Helper
Speed up journal entries, reconciliations, and month-end close tasks.
Financial Statement Builder
Creates income statements, balance sheets, and variance reports from your financial data.
Forecast Narrative
Writes your sales forecast narrative for a forecast call or 1:1.
Invoice Follow-Up Drafter
Drafts tone-matched reminder emails for every customer who owes you money.
Journal Entry Assistant
Helps prepare accurate journal entries for accruals, depreciation, and other month-end items.
Journal Entry Preparation
Helps prepare month-end journal entries with accurate debits, credits, and backup.
Month End Prep
Reconciles your books against payment processors and writes a plain-English close summary.
Month-End Close Pipeline
Closes your books, updates your cash forecast, and sends the finished report.
Month-End Close Tracker
Plans and tracks the tasks involved in closing your books each month.
Pay The Bills
Codes your bills, checks your cash first, then stages a payment run for approval.
Payroll Prep
Checks timesheets for errors and stages a payroll run for you to approve.
Plan Payroll
Checks if payroll is covered by cash, chases overdue invoices if not, then stages the run.
Quarterly Tax And 1099 Organizer
Calculates estimated taxes or builds your 1099 list from already-closed books.
Restock
Decides what to reorder, drafts the purchase order, and stages the matching bill entry.
Small Business Operator Kit
Run day-to-day business tasks from marketing to invoicing in one place.
SOX Audit Support
Helps prepare control testing documentation and samples for SOX compliance audits.
SOX Control Testing Helper
Builds sample selections and testing workpapers for SOX compliance reviews.
Tax Prep Coordinator
Closes the books, then builds your quarterly tax estimate or year-end 1099 packet.
Variance Analysis Assistant
Breaks down budget vs actual differences into clear, explainable drivers.
Vendor Evaluation Report
Compares vendor costs, risks, and performance to support a buy or renewal decision.
Expense Tracker Setup
Builds a Google Sheets expense tracker with headers, entries, and sharing already set up.
Market Size Estimator
Estimates how big your target market is using standard TAM, SAM, SOM calculations.
Monetization Idea Generator
Suggests several ways to charge for your product along with risks and quick tests for each.
Pricing Strategy Designer
Helps you choose and justify a pricing model based on value, competitors, and customer willingness to pay.
Excel Spreadsheet Builder
Creates, fixes, and formats Excel spreadsheets, including formulas, charts, and financial models.
Excel Spreadsheet Builder
Creates, edits, analyzes, or fixes Excel spreadsheets and formulas.
Pricing Strategy Helper
Helps you set or adjust prices for your product or service.
Sustainable Growth Advisor
Reviews spending, hiring, or growth decisions to keep your business profitable.
Ad Budget Planner
Helps plan or review how to split ad spend and set bids.
Ad Math Calculator
Calculates ad metrics like cost per sale, return on spend, and break-even points.
Acquisition Channel Advisor
Helps you decide whether to scale, test, or cut a marketing channel using the numbers.
Business Health Scorecard
Reviews your company's growth, retention, and cash numbers to flag urgent problems.
Feature ROI Calculator
Weighs whether a proposed feature is worth building based on costs, revenue, and strategy.