Finance & Business
Finance agent skills bring structure to money-related work: financial models, accounting workflows, invoices, budgeting, and market analysis. Your AI agent loads the skill when the task matches and follows its rules, in any agent that reads SKILL.md files.
-
tomevault-io Bundle Ads 2Use this skill when the user needs to run Google Ads, write ad copy, select keywords, optimize CAC/LTV, or manage a small paid acquisition budget. Covers Google Ads strategy, keyword selection, ad copywriting, and conversion tracking for bootstrapped SaaS.
-
tomevault-io Bundle Verification Gates 3Enforces build, test, and lint gates with a self-correction loop and retry budget. Use when this capability is needed.
-
tomevault-io Bundle Context Budget 3Manage context pressure during large codebase work without losing critical state. Use when this capability is needed.
-
tomevault-io Bundle Travel Planner 2This skill should be used whenever users need help planning trips, creating travel itineraries, managing travel budgets, or seeking destination advice. On first use, collects comprehensive travel preferences including budget level, travel style, interests, and dietary restrictions. Generates detailed travel plans with day-by-day itineraries, budget breakdowns, packing checklists, cultural do's and don'ts, and region-specific schedules. Maintains database of preferences and past trips for personalized recommendations. Use when this capability is needed.
-
tomevault-io Bundle Implement Scraper Feature 2Use when working with a complete guide to adding a new data field to the CSFD scraper (e.g., extracting "budget" or "studio" from a movie page).
-
tomevault-io Bundle Observability Monitoring Slo Implement 2You are an SLO (Service Level Objective) expert specializing in implementing reliability standards and error budget-based engineering practices. Design comprehensive SLO frameworks, establish meaningful SLIs, and create monitoring systems that balance reliability with feature velocity. Use when this capability is needed.
-
tomevault-io Bundle Startup Financial Modeling 2Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use when this capability is needed.
-
tomevault-io Bundle Langchain Cost Tuning 2Control LangChain 1.0 AI spend with accurate streaming token accounting, Use when this capability is needed.
-
tomevault-io Bundle Validating Performance Budgets 2Validate application performance against defined budgets to identify regressions early. Use when checking page load times, bundle sizes, or API response times against thresholds. Trigger with phrases like "validate performance budget", "check performance metrics", or "detect performance regression". Use when this capability is needed.
-
diegosouzapw Bundle Billing Automation 2Billing Automation workflow skill. Use this skill when the user needs Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.
54 -
diegosouzapw Bundle Expansion Retention 2Expansion & Retention Systems workflow skill. Use this skill when the user needs When the user wants to reduce churn, build expansion revenue, automate customer success, or optimize net revenue retention. Also use when the user mentions 'churn,' 'retention,' 'expansion revenue,' 'upsell,' 'NRR,' 'net revenue retention,' 'customer success,' 'land and expand,' 'closed-lost,' or 'renewal.' This skill covers expansion and retention systems from usage triggers through automated customer success. Do NOT use for technical implementation, code review, or software architecture and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.
54 -
thomasmoreai Skill Hsr FilingPrepares Hart-Scott-Rodino Act premerger notification filings for FTC/DOJ submission under 15 U.S.C. § 18a and 16 C.F.R. Parts 801-803. Covers threshold verification, NAICS revenue breakdowns, Item 4(c)/(d) document collection, competitive overlap analysis, prior acquisitions disclosure, and filing assembly. Use when an M&A deal may meet HSR size thresholds and requires antitrust clearance, premerger notification, or FTC/DOJ merger review.
-
diegosouzapw Bundle Paid Creative AI 2Paid Creative AI workflow skill. Use this skill when the user needs When the user wants to create AI-generated ad creative, test performance creative, manage creative fatigue, or optimize paid media with AI tools. Also use when the user mentions 'ad creative,' 'performance creative,' 'creative testing,' 'creative fatigue,' 'Meta ads,' 'Google ads,' 'TikTok ads,' 'AI ads,' 'ad budget,' 'ROAS,' 'Advantage+,' or 'Performance Max.' This skill covers AI-powered paid creative from generation through performance optimization. Do NOT use for technical implementation, code review, or software architecture and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.
54 -
plurigrid Skill Invoice Organizer 2Automatically organizes invoices and receipts for tax preparation by
-
plurigrid Bundle Invoice OrganizerAutomatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
-
nota-america Skill Financial Statements 2Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.
-
jadegate Skill Wave Accounting Automation 2Wave Accounting toolkit is not currently available as a native integration. No Wave-specific tools were found in the Composio platform. This skill is a placeholder pending future integration.
-
jadegate Skill Zoho Books Automation 2Automate Zoho Books accounting workflows including invoice creation, bill management, contact lookup, payment tracking, and multi-organization support through natural language commands
-
undermybelt Skill Ecc Customer Billing OpsOperate customer billing workflows such as subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe. Use when the user needs to help a customer, inspect subscription state, or manage revenue-impacting billing operations.
-
nota-america Skill Sox Testing 2Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.
-
javimosch Skill Expense Tracker 2Just say what you spent — your AI logs it, categorizes it, and tracks it against your budget. No apps, no forms, no friction. Supports natural language like 'spent $45 at Costco' or 'split a $90 dinner with Jake'. 16 auto-categories, monthly budget alerts, weekly and monthly reports. Runs entirely local — your spending data stays on your machine.
-
prism-shadow Skill Self Attempt 02 27SOP for ProcureOps ERP procure-to-pay tasks (sourcing nomination, receiving control, three-way match, AP hold/release, chargeback netting, contract/budget headroom) using the read-only API as source of truth.
-
prism-shadow Skill Reflect 3 5Use this skill for ProcureOps procurement, receiving, AP close, AP release, sourcing nomination, contract amendment, budget, supplier-risk, purchase-order, receipt, invoice, payment, and chargeback reconciliation tasks. It is especially useful when the user provides a local memo or packet plus a ProcureOps API and asks for strict JSON matching a template.
-
prism-shadow Bundle Crescent Finance Ops Reporting 4Produce Crescent Finance Ops management-reporting deliverables (Crescent Arts Collective) by querying the read-only Finance Ops HTTP API and returning one JSON object that matches a provided answer_template. Use this skill WHENEVER a task involves Crescent / Finance Ops / Crescent Arts Collective and any of: a branch monthly-close package or income statement; MoM revenue variance; FY2024-vs-FY2025 branch or regional comparisons; EBITDA / ARPU / sales-per-labor-headcount ratios; branch or regional EBITDA rankings; ensemble compensation by quarter and pay type; multi-year board compensation forecasts with scenario escalation; or theatre / touring-production weekly payroll, musician pay categories, doubles/overscale/ substitute/guarantee handling, or CBA conflict flags. Trigger even if the user only mentions a request_memo, answer_template, an ENS-/BR-/REG-/PROD- id, or a "close package / management package / board forecast / payroll review", and does not name the API explicitly.
-
pyfagorass Skill Commandcode Invoice OrganizerAutomatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
-
charlieviettq Skill Variance AnalysisDecompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
-
sheshiyer Skill Token Budget AdvisorOffers the user an informed choice about response depth and token budget before answering. USE WHEN the user explicitly wants to control answer length or depth (token budget/usage, short version, tldr, brief, detailed, exhaustive); do NOT trigger if a level is already set this session or 'token' means auth tokens.
-
caishengold Skill Forensic Accounting Analyst 2当需要对法务会计领域数据进行清洗、统计分析、趋势报告时使用。触发场景:法务会计/舞弊调查。当用户提到"法务会计"、"法务会计"、"舞弊调查"、"forensic"、"accounting"时应触发此技能。
-
mturac Skill Token Budget Advisor 2トークンバジェットアドバイザー(TBA)
-
mturac Skill Token Budget Advisor 3Token预算顾问(TBA)
-
revfactory Bundle Budget Standard Checker 2정부 R&D 사업 예산 편성의 비목별 기준과 적정성을 검증하는 방법론. '예산 기준 확인', '비목별 편성', '정부과제 예산 규정', '인건비 기준', '연구장비 편성', '간접비 계산' 등 정부사업 예산 검증 시 사용한다. 단, 실제 회계 처리, 세금 계산, 증빙 서류 발급은 이 스킬의 범위가 아니다.
-
revfactory Bundle Vendor Negotiation Guide 2웨딩 업체(웨딩홀·스드메·허니문 등) 비교와 협상 전략 가이드. 'vendor-analyst'와 'budget-controller' 에이전트가 업체를 비교하고 견적을 분석할 때 이 스킬의 업체 비교 매트릭스, 가격 기준표, 협상 팁을 반드시 활용해야 한다. '업체 비교', '견적 분석', '웨딩 협상' 등에 사용한다. 단, 타임라인 설계나 체크리스트 작성은 이 스킬의 범위가 아니다.
-
revfactory Bundle Wedding Budget Optimizer 2결혼 예산의 항목별 배분과 비용 절감 전략을 최적화하는 예산 관리 도구. 'budget-controller'와 'wedding-reviewer' 에이전트가 예산을 배분하고 비용을 검증할 때 이 스킬의 예산 배분 공식, 비용 기준표, 절약 전략을 반드시 활용해야 한다. '결혼 예산 배분', '비용 절감', '예산 시뮬레이션' 등에 사용한다. 단, 업체 비교나 타임라인 설계는 이 스킬의 범위가 아니다.
-
revfactory Bundle Budget Rule Engine 2정부 보조금/지원사업의 예산 편성 규정과 비목별 산정 기준을 체계적으로 제공하는 전문 스킬. budget-designer 에이전트가 예산을 편성할 때 비목별 상한선, 산출 근거 작성법, 정산 규정을 적용하는 데 활용한다. '예산 편성 규정', '비목별 기준', '예산 상한', '정산 가이드', '대응자금' 등의 맥락에서 자동 적용한다. 단, 실제 회계 처리나 세금 신고는 이 스킬의 범위가 아니다.
-
revfactory Bundle Budget Planning 2이벤트 예산 계획 프레임워크. concept-planner와 logistics-manager 에이전트가 이벤트 예산을 수립하고 관리할 때 참조. '이벤트 예산', '비용 산출', '예산 배분' 요청 시 사용. 단, 회계 처리나 세무 신고는 범위 밖.
-
revfactory Bundle Unit Economics 2단위 경제학(Unit Economics) 분석 프레임워크를 제공하는 전문 스킬. revenue-modeler 에이전트가 수익 모델을 설계하고 LTV, CAC, 공헌이익을 산출할 때 활용한다. '단위 경제학', 'unit economics', 'LTV/CAC', '공헌이익', '코호트 분석', 'payback period' 등의 맥락에서 자동 적용한다. 단, CRM 데이터 직접 추출이나 실시간 고객 분석은 이 스킬의 범위가 아니다.
Frequently asked questions
What are Finance & Business agent skills?
Finance agent skills bring structure to money-related work: financial models, accounting workflows, invoices, budgeting, and market analysis. Your AI agent loads the skill when the task matches and follows its rules, in any agent that reads SKILL.md files.
Which Finance & Business skills are most installed?
Popular Finance & Business skills on SkillMD right now include ads, verification-gates, context-budget. Rankings shift as installs change; sort this page by "Most installs" for the live list.
Do Finance & Business skills work with Claude Code and Cursor?
Yes. Every skill here ships as a SKILL.md file, an open format that works in Claude Code, Claude.ai, Cursor, Codex, Windsurf, and 60+ other agents. Install one with npx skillmds@latest add <owner>/<name>, or copy the file into your agent's skills directory.