Business Finance Checkup
Walks you through a plain-language review of your revenue, costs, and cash position.
by TheCraigHewitt · ★ 165 on GitHub
What it does
You share whatever financial numbers you have, from a rough bank balance to a full profit-and-loss statement. Claude asks follow-up questions suited to your level of financial knowledge and points out things worth digging into further. You get a clearer picture of your financial health and questions to bring to a professional.
Who it’s for
A good fit for bookkeepers, finance teams and business owners and small business owners and startup founders.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it to Claude as a skill. Download the skill folder from its source page, zip it, and upload it in Claude’s settings under Skills. See the step-by-step guide.
Safety note
Gives financial information and observations - not professional accounting or financial advice.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
MIT