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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modbender Bundle Apollo 2Apollo.io contact and company enrichment API. Enrich people with email, phone, title, company data. Enrich organizations with industry, revenue, employee count, funding. Search for prospects. Use when the user needs to enrich contacts, find emails, lookup company info, or search for leads.
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modbender Bundle Skill Md 7每日收入汇总和追踪系统。
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modbender Bundle Smart Router 2The first OpenClaw skill that automatically routes requests to optimal models based on complexity analysis and budget constraints. Stops you from wasting money on expensive models for simple tasks....
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modbender Bundle Rey Invoice GeneratorGenerate professional invoice PDFs for freelancers with multi-currency and tax support.
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modbender Bundle 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.
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ncdevshiv Bundle Observability Monitoring Slo ImplementYou are an SLO (Service Level Objective) expert specializing in implementing reliability standards and error budget-based practices. Design SLO frameworks, define SLIs, and build monitoring that ba...
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michaelschecht Skill Invoice Organizer 2Automatically 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.
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open-legal-products Skill Guardianship And Power Of AttorneyStructure Finnish guardianship matters and advance planning: assess the need for guardianship under the Guardianship Services Act (442/1999), draft and review continuing powers of attorney under Act 648/2007, outline a guardian's duties, permit requirements and accounting obligations, and identify conflicts of interest requiring a substitute guardian.
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kesslernity Bundle Deal Risk ReviewReviews one deal's notes and timeline (CRM opportunity record, activity log, emails, meeting notes, forecast entries) for risk signals such as a single contact thread, no identified budget owner, slipped or missing dates, silence after a proposal, an undefined decision process or a competitor named late, and returns a DRAFT risk register: each signal with the quoted evidence and its date, a severity on a stated scale, and one proposed next action with an owner role for the user to decide on. Use when the user asks to "review the risks on this deal", "why is this opportunity stalling", "is this deal single-threaded", "deal health check before the forecast call" or "what should we do next on <opportunity>". Do not use for a whole-account plan, use account-plan-builder instead; for scoring early leads against a rubric use lead-qualification-scorer. Drafts for human review; never approves, authorises or signs off.
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kesslernity Bundle Capex Request PackAssembles a DRAFT capital expenditure request pack from the requester's inputs: business need, options including do nothing, costs exactly as provided, benefits as stated, risks, assumptions, budget status and the approvals route read from the organisation's own delegation of authority, with UNKNOWN for every missing figure, date or name. Use when the user asks to "prepare a capex request", "draft the business case for this equipment", "fill in the capital request form", "structure this investment proposal" or "what approvals does this spend need". Do not use for a board or committee decision paper, use board-paper-skeleton instead; for an IT change approval, use change-request-pack; to pressure-test a finished business case, use cfo-reviewer. Drafts for human review; never approves, authorises or signs off.
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charlieviettq Skill Observability Slo 2Lightweight observability and SLO practice—SLIs, SLO targets, error budgets, logs, metrics, traces, and alerting for apps and data pipelines. Use when defining monitoring, on-call alerts, or reliability targets. Triggers: "SLO", "SLI", "observability", "alerting", "error budget", "monitoring".
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charlieviettq Skill Healthcare Admin 2Use when working on healthcare administration tasks including revenue cycle management, HIPAA/compliance auditing, medical coding (ICD-10, CPT, DRGs), CMS cost reports, payer contract analysis, quality improvement, clinical operations, health IT/interoperability, population health, and pharmacy benefits.
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takusaotome Bundle Financial AnalystProfessional financial analysis skill for investment decisions, budgeting, financial statement analysis, and business plan evaluation. Use this skill when you need to analyze financial ratios (profitability, safety, efficiency), calculate DCF/NPV/IRR valuations, perform budget variance analysis, or conduct sensitivity/scenario analysis. Triggers include "analyze financial statements", "calculate DCF", "investment evaluation", "budget variance", "財務分析", "投資評価", "予算差異分析".
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kesslernity Bundle Invoice Exception ReviewReads an accounts payable exception list (mismatches, possible duplicates, missing or exhausted purchase orders, missing receipts, vendor or bank detail differences) with any invoice, purchase order and receipt data supplied, and returns a DRAFT action sheet: per line, the exception as stated, the facts as read, the difference where both sides exist, one proposed next action for the accounts payable clerk to perform, who or what it needs, and a draft query, with UNKNOWN wherever the data is silent. Use when the user asks to "review these invoice exceptions", "work through the AP exception queue", "what should I do with these blocked invoices", "propose next steps for the three-way match failures" or "sort out the duplicate and missing PO invoices". Do not use for a purchase order log screened for anomalies, use purchase-order-anomaly-review instead; for an expense claim against policy, use expense-policy-precheck. Drafts for human review; never approves, authorises or signs off.
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takusaotome Bundle Management Accounting Navigator管理会計ナビゲータースキル。ユーザーの相談内容を管理会計12領域に自動分類し、 適切な分析手法・実行スキルへルーティングする。予実差異分析、CVP分析、原価管理、 KPI設計、月次決算早期化など、管理会計の全領域をカバーする入口として機能。 COSO/IMA管理会計フレームワークに準拠。日英両言語対応。 Use when: ユーザーが管理会計に関する質問・相談をしたとき、どの分析手法を使うべきか 判断する入口として使用。「予算と実績の差が大きい」「原価を下げたい」「損益分岐点を知りたい」 などの相談を適切なスキルへ誘導する。 Triggers: "管理会計", "予実差異", "原価計算", "損益分岐点", "CVP", "KPI設計", "月次決算", "内製外注", "make or buy", "標準原価", "配賦", "ABC", "management accounting", "budget variance", "cost accounting", "break-even"
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forexgod21 Bundle Risk First Position DoctrineActivate whenever the task involves position sizing, risk management, stop placement, leverage decisions, account protection, drawdown handling, or evaluating whether a trade should be taken at all — in forex, futures, stocks, crypto, or any traded market. Trigger on "how much should I risk," "size this position," "where's my stop," "I'm in drawdown," or any trade plan review. Fire BEFORE entry logic is discussed — the size and the stop are decided by the risk budget, never by the conviction level, and this doctrine enforces that order.
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forexgod21 Bundle Grant Narrative ArchitectureActivate whenever the task involves writing, structuring, reviewing, or strengthening a grant proposal, funding application, letter of inquiry, needs statement, or any document requesting philanthropic, government, or foundation funding. Trigger on "write a grant," "review my proposal," "needs statement," "LOI," RFP responses, and budget narratives. Fire BEFORE drafting begins — grant narratives built without the funder's scoring logic in hand are written for the writer, and funders do not fund writers; they fund alignment.
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hybridaione Bundle Lexware OfficeWork with Lexware Office contacts, products, invoices, quotations, bookkeeping vouchers, receipts, payment status, and guarded invoice, quotation, or expense writes through the Public API.
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arjunprabhulal Skill Toil ReductionCovers finding and eliminating operational toil — measuring it honestly instead of by gut feel, automating the manual and repetitive, protecting a real automation budget against feature pressure, and telling toil apart from valuable work that just looks repetitive. Use this whenever the user asks what to automate next, complains on-call is all manual tickets, wants to justify time spent on tooling over features, or is deciding whether a recurring task is worth eliminating. For the automation that replaces toil once found use `workflow-automation` or `scripting-automation`.
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arjunprabhulal Skill Error BudgetsTurns an SLO into a spendable number that makes the velocity-versus-reliability tradeoff explicit — deriving the budget from the SLO, tracking how fast it's consumed, and enforcing freeze policies when it runs out, instead of arguing about "is it reliable enough" from gut feeling. Use this whenever the user mentions error budgets, asks whether they can ship given recent reliability, or wants a release-freeze policy tied to reliability. For defining the SLO the budget derives from use `slo-definition`; for the live incident burning the budget use `incident-response`.
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mhassan0000 Bundle Smart Invoice SystemSmart Invoice System
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mhassan0000 Bundle Automatic Invoice Collection SystemAutomatic Invoice Collection System
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arjunprabhulal Skill Slo DefinitionCovers turning "the service should be reliable" into a falsifiable number — SLIs that reflect real user experience, SLO targets meaningfully below 100%, the error budget those targets imply, and the policy that gates release velocity when it's spent. Use this whenever the user defines a service's reliability target, argues how reliable something "should" be, picks the metric an SLO is based on, or decides what happens when a budget runs out. For paging math on the budget use `alerting`, for day-to-day tracking use `error-budgets`.
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hybridaione Bundle FastbillWork with FastBill invoices, customers, payments, reminders, and e-invoice exports through the FastBill XML API.
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vtex Bundle Marketplace Fulfillment 3Apply 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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ilang-ai Skill Plan PriorityDecide what to build first. Core function before polish. Revenue before aesthetics.
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tibsfox Skill Sre PatternsProvides Site Reliability Engineering best practices for SLOs, SLIs, SLAs, error budgets, toil reduction, reliability reviews, and capacity planning. Use when defining service objectives, measuring reliability, reducing toil, planning capacity, or when user mentions 'SRE', 'SLO', 'SLI', 'SLA', 'error budget', 'toil', 'reliability', 'on-call', 'capacity planning'.
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techwavedev Skill Odoo Accounting SetupExpert guide for configuring Odoo Accounting: chart of accounts, journals, fiscal positions, taxes, payment terms, and bank reconciliation.
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duclm1x1 Skill Budget Variance AnalyzerAnalyze budget vs actual cost variances. Identify overruns, forecast final costs, and generate variance reports.
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ncoevoet Skill RendererRenders invoice PDFs from the template set and compares them against golden files. Use when changing invoice layout, fonts, or the golden-file suite.
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drmoisan Skill Csharp Change Budget Router 7Converted skill
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drmoisan Skill Python Change Budget Router 5Converted skill
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drmoisan Skill Powershell Change Budget Router 7Converted skill
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farmage Bundle Sre Engineer 2Defines service level objectives, creates error budget policies, designs incident response procedures, develops capacity models, and produces monitoring configurations and automation scripts for production systems. Use when defining SLIs/SLOs, managing error budgets, building reliable systems at scale, incident management, chaos engineering, toil reduction, or capacity planning.
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aethrox Bundle ObservabilityDiscipline for making a service's health answerable without reading its code, structured logging, the four golden signals (latency, errors, traffic, saturation), and an SLI/SLO/error-budget definition with alerts that link a runbook. Use when adding logging to a service, instrumenting metrics or tracing, defining what "healthy" means for a service, setting up alerts, or when the user asks how to monitor, debug in production, or know if something is broken.
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valorisa Skill Business Revenue StrategyConceives the shortest path to personalized net revenue by analyzing profile, audience, offer, funnel, unit economics, and conversion bottlenecks. Use when the user wants a monetization strategy, offer architecture, funnel diagnosis, or a practical path to high-margin revenue.
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 apollo, SKILL.md, smart-router. 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.