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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itsual Skill Renewal And UpsellExecute renewals and upsells that protect revenue and expand accounts based on delivered value and changing customer needs. Use when owning renewal books, expansion targets, or commercial moments in the customer lifecycle.
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itsual Skill Variance AnalysisExplain variances between actuals, budget, and forecast with clear operational drivers — not just line-item deltas. Use when preparing management reports, board packs, or performance reviews.
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itsual Skill Procurement To PayOptimize the procure-to-pay cycle — requisition, purchase order, receipt, invoice, and payment — for control, speed, and cash outcomes. Use when fixing AP bottlenecks, maverick spend, or three-way match processes.
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atulpurohit Skill Revenue TrackerProfessional Revenue Tracker Expert skill. Build performant, secure, and scalable backend logic and RESTful or GraphQL APIs.
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skillmedev Skill Meal PlannerBuilds a realistic weekly meal plan - protein anchors first, a batch-cook prep schedule, and a deduplicated grocery list grouped by store section - sized to household, budget, and weeknight time limits. Use when someone asks "plan my meals for the week", "make me a grocery list", "what should we eat this week", or "help me meal prep on Sunday". Do NOT use for setting calorie and macro targets or nutrition strategy - use nutrition-planner instead; this skill turns targets into cookable weeks.
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skillmedev Skill M A AnalysisStructures an acquisition case - one-line thesis, strategic-fit test, risk-haircut synergy bridge with cost synergies cut 20-30% and revenue synergies cut 50%+, valuation with a written walk-away price, and integration risk - into a screening scorecard and deal memo. Use when someone asks "should we buy this company", "evaluate this acquisition target", "are these synergy numbers real", "what would we pay for them", or is preparing a board memo on a deal. Do NOT use for building the diligence request list and workstream tracker once a deal is moving - use due-diligence-checklist instead; for assessing whether the combined business has a durable advantage, pair with competitive-moat.
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skillmedev Skill Economic AnalysisApplies microeconomic frameworks - supply and demand, elasticity, marginal analysis, market structure, externalities - to a business decision and produces a recommendation with explicit assumptions and a sensitivity analysis showing which assumption flips the answer. Use when someone asks "what happens to revenue if we raise prices", "will profits in this market hold up", "how will competitors respond to this move", or needs the economic logic behind a pricing, entry, capacity, or regulation question. Do NOT use for setting a specific price point or packaging tiers - use pricing-strategy or saas-pricing instead; for putting a dollar figure on market size, use market-sizing instead.
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skillmedev Skill Community Engagement PlaybookBuilds the student community system for a paid course - platform choice by where students already are, an introduce-yourself onboarding ritual, a weekly cadence of office hours, wins threads, and accountability checks, a hard creator-time budget, and scheduled testimonial-harvest moments. Use when a course creator says "my students aren't finishing the course", "should I use Circle or Slack or Discord", "how do I keep my community active without it eating my week", or "how do I get testimonials from students". Do NOT use for running the testimonial conversation itself - use testimonial-capture-interview instead.
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daddia Skill Synergy Stress TestThis skill should be used when the user asks to "stress-test these synergies," "is this deal's synergy case realistic," or has a deal or partnership's projected synergies that need cost/revenue separation, evidence checks, and a base-rate haircut.
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gpire Skill Resonance OrchestratorOrchestratore adattivo con architettura Adaptive Resonance: ottimizzazione predittiva token, routing intelligente per impedance-matching cognitivo, cascade intelligence (modelli piccoli comprimono per modelli grandi), entropy-based quality scoring, micro-burst parallelism, budget adattivo, predizione complessità pre-esecuzione. Attiva quando l'utente vuole orchestrare agenti in modo ottimale, massimizzare qualità per token, architettura multi-modello intelligente, sistema predittivo, ottimizzazione automatica risorse AI.
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bestagentkits Bundle Finance SkillsRouter/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance request doesn't obviously match one skill and you need to pick the right one (e.g., 'analyze these financials', 'how healthy are my SaaS metrics').
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bestagentkits Bundle Customer Success ManagerUse when Codex should act as the Customer Success Manager specialist from Agency Agents. Strategic customer success specialist for onboarding, health scoring, QBR facilitation, churn prevention, expansion identification, and renewal management — driving net revenue retention by turning customers into long-term partners who achieve measurable outcomes
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bestagentkits Bundle Performance ProfilerSystematic performance profiling for Node.js, Python, and Go applications. Identifies CPU, memory, and I/O bottlenecks, generates flamegraphs, analyzes bundle sizes, optimizes database queries, runs load tests with k6 and Artillery. Always measures before and after. Use when investigating a slow endpoint, planning a performance budget, or hunting a memory leak in production.
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bestagentkits Bundle Hospitality Guest ServicesUse when Codex should act as the Hospitality Guest Services specialist from Agency Agents. Comprehensive hospitality guest services specialist for hotels, resorts, restaurants, and event venues — covering reservations, check-in/check-out, concierge services, guest complaint resolution, loyalty program management, and post-stay follow-up to deliver exceptional guest experiences that drive loyalty and revenue
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bestagentkits Bundle Medical Billing Coding SpecialistUse when Codex should act as the Medical Billing & Coding Specialist specialist from Agency Agents. Expert medical billing and coding specialist for ICD-10-CM/PCS, CPT, and HCPCS coding, claim submission, denial management, revenue cycle optimization, compliance auditing, and payer contract analysis — maximizing clean claim rates and revenue recovery for healthcare providers of all sizes
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uitbreidenos Skill Budget Vs ActualBudget vs actuals analysis: variance explanation, trend identification, reforecast recommendations
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uitbreidenos Skill Caveman Token ReductionClaude Code Caveman mode: token-efficient communication, compressed responses, minimal output for context-heavy sessions, terse acknowledgments, and context budget optimization
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uitbreidenos Skill Budget AnalyzerBudget Analyzer Skill
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uitbreidenos Skill Freelancer ProposalFreelancer toolkit: project proposals, pricing guidance, invoice follow-up sequences, plain-English project contracts, and client offboarding documents
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uitbreidenos Skill Invoice ChaserAutomate accounts receivable: draft overdue reminders, escalation sequences, late payment risk flags — for QuickBooks, Stripe, or any invoicing tool
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uitbreidenos Skill Ramp TrackerTracks new rep productivity against ramp milestones. Monitors activity, deal progression, and closed revenue monthly. Identifies ramp bottlenecks and triggers coaching interventions. Calculates time-to-quota and predicts full ramp success.
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uitbreidenos Skill Error Budget ManagerDefine and manage error budgets — burn rate alerts, SLO policies, and risk allocation
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uitbreidenos Skill Game PerformanceGame performance profiling and optimization — frame budget management, draw calls, memory, and platform-specific tuning
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uitbreidenos Skill Territory OptimizerAnalyzes territory design for account distribution balance, quota fairness, overlap detection, and capacity planning. Recommends realignment to maximize revenue potential and reduce rep burden.
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uitbreidenos Skill Budget TrackerMonitor operational budgets, forecast spend, track variances, and flag potential overruns
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modbender Bundle Invoice 2Creates and manages invoices as JSON files on GitHub with sequential numbering, preview, and upload.
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modbender Skill Morning 2Use to authenticate with Morning (GreenInvoice) and create/manage clients, items, and accounting documents (invoice/receipt/quote/order/credit).
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modbender Skill Expense Tracker 3When user wants to track expenses, log spending, manage budgets, view spending reports, set savings goals, split bills, track income, view net savings, log recurring payments, get spending insights, export financial data, or any personal finance task. 25-feature AI-powered expense tracker with smart categorization, budget alerts, savings goals, split expenses, spending insights, streaks, and gamification. Works via natural language — just type "spent 50 on food" and done. Free alternative to Mint, YNAB, PocketGuard. All data stays local.
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finchipaiorg Skill Draft Non Solicitation AgreementGuides the drafter in producing a tailored non-solicitation agreement and accompanying drafting memorandum for a new executive hire, accounting for the hire's prior employer obligations and the applicable legal framework.
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finchipaiorg Skill Analyze Cim Deal Teaser S01Guides buy-side critical analysis of a confidential information memorandum, stress-testing earnings normalization, revenue quality metrics, and key-person risk against independently verifiable source data.
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finchipaiorg Skill Analyze Cim Deal Teaser S02Guides buy-side critical analysis of a confidential information memorandum, stress-testing financial normalization, revenue quality metrics, and key-person risk against independently verifiable source data.
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finchipaiorg Skill Identify Earnout IssuesGuides review of an earnout calculation notice where disputed revenue recognition, calculation errors, and purchase agreement mechanics must be analyzed to identify arguable bases for objection.
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finchipaiorg Skill Draft Staffing MemorandumGuides preparation of an internal engagement staffing memorandum for a cross-border M&A matter where team composition, conflicts status, regulatory specialty coverage, diversity metrics, and budget must all be addressed in a procedural, non-answer-key format.
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finchipaiorg Skill Draft Due Diligence Request List S02Guides drafting of a tailored due diligence request list for a regulated data or healthcare IT target, with an executive summary of target-specific diligence themes covering regulatory risk, open-source copyleft, change-of-control revenue at risk, data licensing compliance, and time-sensitive contract expirations.
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finchipaiorg Skill Draft Trustee Annual AccountingCloses the gap where agents produce trust accountings without cross-checking source documents for misclassifications, allocation errors, valuation issues, and separate identification of tax-exempt income.
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finchipaiorg Skill Compare Corporate Tax Positions Against Irs Revenue RulingsAssessing corporate tax positions against revenue rulings requires careful attribution of each ruling to the specific position it governs, recomputation of affected credits or deductions, and aggregation of the net exposure across all positions.
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 renewal-and-upsell, variance-analysis, procurement-to-pay. 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.