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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matrixx0070 Skill Pa Gift FinderFind a thoughtful, well-matched gift given a person, an occasion, and a budget.
0 - matrixx0070 Skill Hr Org Planning
Plan headcount, design org structure, and shape team topology against goals and budget — every role tied to an outcome and a cost.
0 - matrixx0070 Skill Smb Friday Brief
A read-only Friday end-of-week pulse — revenue vs prior week, top sellers, and the wins and watches to carry into next week.
0 - matrixx0070 Skill Pa Travel Planner
Plan a trip end to end — itinerary, ranked options, and budget — with booking only on explicit approval.
0 - matrixx0070 Skill Smb Invoice Chase
Draft overdue-invoice reminders tuned to each customer's payment history and the right tone, with a cadence plan — every message owner-approved before send.
0 - matrixx0070 Skill Smb Customer Pulse
Aggregate disputes, tickets, and reviews into weighted themes with trend and revenue-at-risk, then recommend the three highest-leverage fixes.
0 - matrixx0070 Skill Proj Change Control
Run change control on a scope, schedule, or budget change — assess impact, decide, and re-baseline.
0 - matrixx0070 Skill Smb Quarterly Review
Build a quarterly business review as a presentable deck — revenue, margin, and customer trends, with next-quarter priorities.
0 - matrixx0070 Skill Pe Portfolio Monitoring
Track a portfolio company post-close — build the monthly/quarterly KPI pack, covenant compliance (leverage and interest cover), variance against budget and the value-creation plan, early-warning indicators, and the board-reporting cadence, rolled up to a portfolio-level view.
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loopyluci Skill Skill Context BudgetManage context window usage across multiple loaded skills.
1 - loopyluci Skill Revenue Operations Revops
Use when building revenue operations and processes.
1 - loopyluci Skill Carbon Accounting Standards
Use when doing carbon accounting. GHG, scopes, reporting.
1 - loopyluci Skill Accounting Bookkeeping Basics
Use when managing accounting and bookkeeping processes.
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concertonotes Skill AutopilotUse this skill when running an autonomous session-orchestration loop. Chains session-start → session-plan → wave-executor → session-end for N iterations with all 10 kill-switches (SPIRAL, FAILED wave, carryover > 50%, max-hours, max-sessions, resource-overload, token-budget, stall-timeout, sub-threshold confidence, user-abort). Reads Mode-Selector output (Phase B) to decide auto-execute vs. fallback. Writes one autopilot.jsonl record per loop run. Phase C scaffold (issue #277); implementation lives in scripts/lib/autopilot.mjs (Phase C-1 follow-up).
0 - concertonotes Bundle Skill Cost Projections
Project remaining workflow cost from per-phase averages — warns on budget ceiling overruns
0 - concertonotes Skill Traction Partnership Sales
Plan business development, sales, and affiliate traction experiments from Traction. Use when testing partnerships, direct sales conversations, outbound lists, affiliate programs, channel partners, or revenue-oriented startup acquisition channels.
0 - concertonotes Skill Eighty Twenty Traffic Strategy
Prioritize traffic, media, lists, and audience sources with an 80/20 lens. Use when choosing acquisition media, deciding which traffic source to master, evaluating rented or owned lists, sequencing channel expansion, or shifting budget toward higher-leverage sources.
0 - concertonotes Skill Upwork Application Session
Use when the user wants to search Upwork, qualify roles, draft proposals, submit applications, or continue an active Upwork application session. This skill uses a Chrome CDP workflow, payload JSON files, sequential browser actions, connect-budget tracking, and final success confirmation through Upwork proposal URLs.
0 - concertonotes Bundle Hicks Law Pricing
Use this skill when designing pricing tables, plan pickers, tier selectors, or any conversion surface where the choice itself is the conversion event. Trigger when laying out 3-tier or 4-tier pricing, when arguing about whether to add a fourth plan, when designing the "Choose your plan" step of onboarding, or when fixing low conversion on a pricing page. Pricing pages are a special Hick's Law case: the decision is the entire purpose of the page, and decision fatigue equals lost revenue. Sub-aspect of `hicks-law`; read that first if you haven't already.
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sickn33 Skill MonetizationEstrategia e implementacao de monetizacao para produtos digitais - Stripe, subscriptions, pricing experiments, freemium, upgrade flows, churn prevention, revenue optimization e modelos de negocio SaaS
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ranbot-ai Skill 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
6 - sickn33 Skill Billing Automation
Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
45.1k - ranbot-ai Skill Zoho Books Automation
Automate Zoho Books accounting workflows including invoice creation, bill management, contact lookup, payment tracking, and multi-organization support through natural language commands
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curiositech Skill GRAPHQL N Plus One DataloaderDiagnose and eliminate the GraphQL N+1 resolver explosion using Facebook DataLoader's per-request batching, plus the second-order defenses (persisted queries, depth limits, cost analysis). Use when a GraphQL query that returns N items in a list triggers N+1 database round trips, when designing nested resolvers that load associations, when a list query times out under load, or when you need to budget query cost before resolvers run. NOT for REST-style endpoint design (use api-versioning-strategy), generic database query optimization (use database-query-optimizer), or schema design (use graphql-server-architect).
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iterationlayer Skill Extract Legal Invoice DataExtract timekeeper entries, disbursements, matter references, and billing summaries from law firm invoices.
2 - iterationlayer Skill Extract Multi Invoice Data
Extract structured data from multiple invoice files in a single API call using an array schema.
2 - iterationlayer Skill Extract Sales Invoice Data
Extract structured fields from sales invoice documents.
2 - iterationlayer Skill Extract Credit Invoice Data
Extract structured fields from credit invoice documents.
2 - iterationlayer Skill Extract Customs Declaration
Merge a commercial invoice, packing list, and bill of lading into a unified customs declaration.
2 - iterationlayer Skill Extract Zatca E Invoice Data
Extract structured fields from zatca e-invoice documents.
2 - iterationlayer Skill Extract Customer Invoice Data
Extract structured fields from customer invoice documents.
2 - iterationlayer Skill Extract Proforma Invoice Data
Extract structured fields from proforma invoice documents.
2 - iterationlayer Skill Extract Recurring Invoice Data
Extract structured fields from recurring invoice documents.
2 - iterationlayer Skill Extract Commercial Invoice Data
Extract structured fields from commercial invoice documents.
2 - iterationlayer Skill Extract Supplier Invoice For Erp
Extract supplier invoice details structured for direct import into ERP systems like SAP, Oracle, or Microsoft Dynamics.
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eliferjunior Skill Media BuyingPlan and execute media buying across digital and traditional channels — programmatic advertising, DSP platforms, direct buys, and budget allocation. Use when tasks involve programmatic ad buying, real-time bidding (RTB), demand-side platform setup, media plan creation, CPM/CPC/CPA optimization, cross-channel budget allocation, audience segmentation for paid media, or negotiating direct ad placements.
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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 graphql-n-plus-one-dataloader, skill-context-budget, revenue-operations-revops. 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.