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.
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ramp-public Skill Ramp Manage Vendors 2Manage your vendors' documents and onboarding materials — upload vendor documents such as W-9/W-8 tax forms, contracts, COIs, payment instructions, and onboarding paperwork, then check bulk upload OCR and matching status. Use when: 'upload a W9', 'attach a vendor contract', 'bulk upload supplier docs', 'check vendor document status', 'upload a COI for a vendor'. Do NOT use for card transaction receipts (use ramp-complete-expenses) or bill invoice attachments (use ramp-manage-bills).
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ramp-public Skill Ramp Payment Lookup 2Look up vendor bill payments and verify payment status from the terminal. Use when: 'did we pay', 'payment status', 'check if paid', 'verify payment', 'find invoice', 'bill lookup', 'was this bill paid', 'payment confirmation'. Do NOT use for: approving bills (use ramp-approval-dashboard), spend analysis across vendors (use ramp-spend-analysis), or uploading receipts (use ramp-complete-expenses).
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ramp-public Skill Ramp Complete Expenses 2Find and complete requested revisions and missing items on your transactions — receipts, memos, accounting categories, funds, and attendees. Use when: 'transaction revision requested', 'fix a rejected expense', 'missing receipts', 'upload receipt', 'attach receipt', 'receipt sweep', 'add memo', 'categorize transactions', 'missing items', 'transaction cleanup', 'fix my transactions', 'set tracking category', 'assign to fund', 'bulk memo update', 'receipt compliance'. Do NOT use for: approving transactions (use ramp-approval-dashboard), vendor documents like W-9s or contracts (use ramp-manage-vendors), or spend reporting (use ramp-spend-analysis).
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doriangallo Bundle Billing Automation 2Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
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laiye-adp Bundle Adp Global Invoice Extraction Fast 2High-performance API for global invoice recognition. Each page is parsed in 5 seconds with reliable high-concurrency support. It extracts full invoice data and returns structured JSON directly, ideal for financial automation and cross-border document processing.
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laiye-adp Bundle Global Invoice Recognition And Extraction 2Multi-language, multi-currency global invoice recognition and extraction — accurately extracts invoice number, date, supplier, buyer, currency, tax amount, total amount, and line items, outputting structured JSON. Zero-configuration, out-of-the-box, suitable for accounts payable automation, expense reimbursement, and cross-border trade document processing.
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doriangallo 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.
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vtex Skill Marketplace Fulfillment 2Apply when implementing fulfillment, invoice, or tracking logic for VTEX marketplace seller connectors. Covers the External Seller fulfillment protocol: fulfillment simulation (checkout and indexation), order placement with reservation id, order dispatch (authorize fulfillment), OMS invoice and tracking APIs, and partial invoicing. Use for seller-side services that must answer within the simulation SLA and integrate with VTEX marketplace order management.
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dnyoussef Bundle When Managing Token Budget Use Token Budget Advisor 2When Managing Token Budget Use Token Budget Advisor
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darthlinuxer Bundle Senior Agile Pm Budget Analyst 2Use when creating, updating, or reviewing Agile/Scrum artifacts in `senior-agile-pm-budget-analyst/assets/AGILE_DOCS_PT_BR` (Portuguese), ensuring each document follows Scrum best practices with detailed budget analysis, poker planning estimations, Gantt charts, and critical path analysis.
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fdu-ins Skill Startup Ops 2The non-code stuff that kills startups. Company registration, contracts (NDA, SOW, freelancer), accounting basics, tax calendars, legal entity selection, IP protection, insurance, compliance (GDPR, Israeli privacy law), domain/trademark basics, and vendor management. Covers Israel, US, and UAE jurisdictions. Use when discussing legal setup, contracts, accounting, compliance, insurance, IP, trademarks, or any operational/legal founder question. Triggers on: "register company", "NDA", "contract", "accountant", "legal", "GDPR", "privacy policy", "trademark", "insurance", "עוסק מורשה", "חברה בע"מ", "LLC", "free zone", הקמת חברה, חוזה, עורך דין.
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fdu-ins Bundle Islamic Finance Router 2Routes Islamic finance queries to the correct product skill and jurisdiction overlay. Activate for any query involving Islamic banking, AAOIFI, Shariah- compliant finance, sukuk, takaful, murabaha, ijarah, musharaka, mudaraba, salam, istisna'a, zakat, or Shariah screening. Covers 20 jurisdictions across 3 accounting regimes (AAOIFI-primary, IFRS with Islamic guidance, local standards).
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nvidia-omniverse Bundle Renderer Constrained Backend 2Build a renderer backend to a hard resource or capability budget — low VRAM, raster-only (no hardware ray tracing), or a portable/embedded GPU like OpenGL ES — where features must be baked, capped, or degraded rather than ported wholesale from the high-end backend. Use when Codex builds a low-end/portable backend, fits a GPU-memory budget, bakes materials instead of codegen, or makes a no-RT fallback match a reference renderer.
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genfeedai Bundle Retention Engine 2Design retention, activation, ascension, upsell, cross-sell, subscription, churn reduction, and LTV systems. Triggers on customers leaving, reducing churn, recurring revenue, subscription optimization, upsells, cross-sells, and repeat purchases.
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baggat236 Bundle Kanchi Dividend Us Tax Accounting 2Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.
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liangdabiao Bundle Amazon Profit Analyzer 2Comprehensive Amazon profit analysis — revenue breakdown, fee structure, true net margin, and optimization opportunities. Analyzes per-ASIN and portfolio-level profitability including advertising costs, returns, and hidden fees.
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mchittineni Bundle Sli Slo Error Budget Design 2SLI, SLO and SLA design: indicator selection with explicit good-events and valid-events definitions, availability and latency target setting, error-budget accounting and freeze policy, and multi-window multi-burn-rate alerting. Use when defining reliability targets or an SLO target for a user-facing API or service, replacing noisy threshold alerts with burn-rate alerts, or governing releases against a spent budget.
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calle-ai Bundle Invoice Exception Manager Briefing 2Prepare a controlled, one-time CALL-E briefing for an authorized manager about an invoice exception, while keeping the human decision in the existing review application.
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arasz Bundle Test Economy 3Use when a change's tests are about to run — deciding what to run locally (the modified surface and its consumers, once), what to leave to CI (the full suite, when CI is alive), and what to do when CI is dead (hooked-up local gates once, else one manual full-suite run before push) — or when full-suite runs start repeating and something must say stop. A PostToolUse hook counts shell test-runner commands, classifies full vs filtered, and commands the economy on the run past the session's budget; deliberate flake diagnosis is the one exempted repetition.
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emaraschio Bundle Gauntlet Loop 2Beat a real-world quality bar with a Gauntlet Loop: take a GOAL and a REAL-WORLD EQUIVALENT with an inspectable reference pack, decompose into independent parts, assign specialist builders, and gate each part behind a separate fresh-context critic. Pass only if better than the reference; otherwise return the largest specific gap. After all parts pass, run an integration critic on the whole. Optional budget ceiling, taste-domain pride gate, and gap ledger for resume. Builders never evaluate their own work. Use when the user invokes /gauntlet-loop or asks to run a gauntlet, builder/critic loop, or beat a real example.
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ww-w-ai Skill Pdca Batch 2Manage multiple PDCA features as independent parallel cycles (no shared scope/budget). For multiple features that share scope, budget, or timeline as one cohesive initiative, use /sprint (v2.1.13) — sprint groups features into a single 8-phase container, while pdca-batch keeps them independent. Triggers: pdca-batch, batch, multiple features
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byerlikaya Skill Token Budget 2Context/token discipline: subagent isolation, output = summary, move-to-file, delegation threshold, lean skills.
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ferroxlabs Skill Budget Planning 2Creates personal or household budgets using zero-based, 50/30/20, or envelope methods. Gathers the user's income, fixed expenses, variable expenses, and financial goals, then produces a populated budget table with category allocations, percentage breakdowns, and actionable next steps. Use when the user asks about budgeting, managing money, tracking expenses, creating a spending plan, or choosing a budgeting method. Do NOT use for investment advice, tax planning, business financial modeling, or debt consolidation strategy (use debt-consolidation-analysis instead).
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ferroxlabs Skill Net Worth Tracker 2Builds a complete net worth snapshot by listing all assets (cash, investments, property, vehicles, valuables) minus all liabilities (loans, credit cards, mortgage, other debts). Produces a net worth statement with a tracking template for monitoring changes over time. Use when the user asks about their net worth, wants to calculate assets minus liabilities, or wants to track their financial position over time. Do NOT use for budget creation (use budget-planning), investment advice, or business balance sheet preparation.
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ferroxlabs Skill Budget Reset Guide 2Quick-start financial reset guide covering financial snapshot creation, expense auditing, category budgeting, automation setup, and a 30-day action plan to regain control of your money. Use when the user asks about budget reset guide, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of budget reset guide or requires a different specialized skill.
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ferroxlabs Skill Variable Income Budget 2Builds budgets for freelancers, gig workers, and commission earners with irregular monthly income. Uses a baseline income method to establish essential spending, creates a surplus allocation priority list, and produces a month-by-month budget that adapts to income fluctuations. Use when the user has irregular income from freelancing, commissions, seasonal work, or multiple gig sources and wants to budget despite income variability. Do NOT use for stable-income budgets (use budget-planning or fifty-thirty-twenty-budget), business revenue forecasting, or investment planning.
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ferroxlabs Skill Fifty Thirty Twenty Budget 2Applies the 50/30/20 budgeting rule to the user's income, categorizing every expense as a need (50%), want (30%), or savings/debt repayment (20%). Produces a populated allocation table showing current spending against these targets with specific rebalancing recommendations. Use when the user asks about the 50/30/20 rule, wants a simple percentage-based budget, or needs help categorizing spending into needs, wants, and savings. Do NOT use for zero-based budgeting (use zero-based-budget), variable income budgets (use variable-income-budget), or investment allocation.
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lunchpaillola Bundle Pipa Budget Setup 2Use only when `pipa-budget-setup` is explicitly invoked or `pipa-get-paid` delegates to it. Do not trigger from generic language.
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lunchpaillola Bundle Pipa Budget Review 2Use only when `pipa-budget-review` is explicitly invoked or `pipa-get-paid` delegates to it. Do not trigger from generic language.
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frankxai Skill Core Web Vitals 2Measure and hold a real performance budget on a web page — LCP, INP, CLS, bundle weight, font and image loading. Use when a change touches images, fonts, above-the-fold markup, client components, third-party scripts, or any list that can grow; when a page feels slow; or before shipping a new landing page or hero. Produces measured numbers from Lighthouse or the build output, never estimates. Also states honestly when measurement is impossible in the current environment instead of guessing.
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rudironsoni Skill Orlix Runtime Claim Verification 2Use before claiming Orlix work is fixed, green, complete, runtime-ready, package-ready, or upstream-test successful. Verifies that exact commands, logs, failure/skip accounting, crash reports, and ADR proof order support the claim.
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amekala Bundle Adspirer Meta Ads 2Create and manage Meta Ads (Facebook and Instagram) through Adspirer — image, video, carousel, and lead-gen campaigns, ad sets, audiences, pixels, and creative fatigue. Use for anything on Facebook, Instagram, Meta, or FB ads. Covers the account-currency budget unit (never cents) and the required Facebook page id.
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amekala Bundle Adspirer Tiktok Ads 2Create and manage TikTok Ads through Adspirer — in-feed video, Spark Ads, carousel, app promotion, and conversions campaigns. Use for anything on TikTok. Covers the pixel-placement rule that causes most TikTok failures, the unsupported single-image ad, and per-currency budget floors.
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amekala Skill Adspirer Optimize 2Find and fix wasted ad spend with Adspirer — cut spend that isn't converting, add negative keywords, exclude audiences and placements, reallocate budget to what works, and check whether campaigns are pacing over or under budget. Proposes changes and asks before spending or moving money.
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jscraik Bundle Plugin Installer 2Install validated Codex plugins from trusted sources with quarantine validation, provenance, and rollback. Use when distribution and installation are the primary goals.
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nwave-ai Skill Nw Tdd Review Enforcement 2Test design mandate enforcement, test budget validation, TDD phase validation (3-phase canon per ADR-025), and external validity checks for the software crafter reviewer
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 ramp-manage-vendors, ramp-payment-lookup, ramp-complete-expenses. 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.