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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eliferjunior Skill Xero AccountingIntegrate with the Xero accounting API to sync invoices, expenses, bank transactions, and contacts — and generate financial reports like P&L and balance sheet. Use when: connecting apps to Xero, automating bookkeeping workflows, syncing accounting data, or pulling financial reports programmatically.
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eliferjunior Skill Quickbooks OnlineIntegrate with the QuickBooks Online API via OAuth2 to manage invoices, bills, expenses, customers, vendors, and pull financial reports. Use when: connecting SaaS apps to QuickBooks, automating financial data pipelines, syncing transactions, or building accounting integrations for small business clients.
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eliferjunior Skill Billing AutomationAutomate invoice generation, billing workflows, payment tracking, and revenue recognition for SaaS and service businesses. Use when building billing pipelines, usage-based invoicing, subscription management, payment reminders, or financial reporting. Trigger words: invoice, billing, payment, subscription, usage billing, revenue recognition, accounts receivable, payment reminder, overdue invoice, billing cycle, proration, Stripe billing.
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omer-metin Bundle Micro Saas LauncherExpert in launching small, focused SaaS products fast - the indie hacker approach to building profitable software. Covers idea validation, MVP development, pricing, launch strategies, and growing to sustainable revenue. Ship in weeks, not months. Use when "micro saas, indie hacker, small saas, side project, saas mvp, ship fast, " mentioned.
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omer-metin Bundle Burn Rate ManagementDon't die. Runway calculation, default alive vs. default dead, when to raise vs. cut, zero-based budgeting for startups. The math that keeps companies alive long enough to win. Burn rate is not just accounting - it's strategic leverage. Companies with runway have options. Companies without runway have desperation. Use when "burn rate, runway, default alive, default dead, how much money, when to raise, cutting costs, layoffs, cash management, should we hire, running out of money, bridge round, extend runway, ramen profitable, finance, runway, cash, burn, survival, fundraising, startup" mentioned.
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omer-metin Bundle Channel PartnershipsExpert in building and scaling channel partner programs - resellers, agencies, system integrators, and technology partners that extend your reach and revenue. Covers partner program design, enablement, incentive structures, co-selling motions, and marketplace strategies. Knows when channel makes sense and when direct is better. Use when "channel partner, reseller, VAR, agency partner, partner program, co-sell, marketplace, distribution partner, " mentioned.
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winbda Skill Upsell StrategyDesign upsell, cross-sell, and expansion revenue strategies. TRIGGERS - Use when user wants to increase average order value, create upsells, or design expansion revenue.
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nous-hermeshub 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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nous-hermeshub Skill Slo DesignInteractive wizard to design an SLO with SLI, target, error budget, and burn-rate alerts
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nous-hermeshub Skill 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 does...
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nous-hermeshub Skill Financial HealthRun financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecasts. Usage: /financial-health <ratios|dcf|budget|forecast> <data.json>
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nous-hermeshub Skill Financial AnalystPerforms financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constru...
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nous-hermeshub Skill Startup Financial ModelingBuild comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.
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intelli-verse-x Bundle Ivx Ams Revenue IntelligenceProve content ROI and extract strategy from sales calls: Gong insights, revenue attribution, client reports. Use for call insights, content attribution, or client reporting.
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kintsugi-programmer Bundle Market Sizing AnalysisCalculate TAM/SAM/SOM for market opportunities using top-down, bottom-up, and value theory methodologies. Use this skill when sizing markets, estimating addressable revenue, validating market opportunity for a new venture, or building investor-ready market analysis for a startup pitch or business plan.
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kintsugi-programmer Skill Team Composition AnalysisDesign optimal team structures, hiring plans, compensation strategies, and equity allocation for early-stage startups from pre-seed through Series A. Use this skill when planning headcount, determining which roles to hire next, setting compensation or equity ranges, designing org structure, or building a hiring budget aligned to funding milestones.
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kintsugi-programmer Skill Startup Financial ModelingBuild comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when creating financial projections, calculating burn rate or runway, modeling fundraising scenarios, or preparing investor-ready financials for a seed or Series A raise.
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michaelschecht Skill Time Series ForecastingCreate forecasting workflows including stationarity checks, seasonality handling, and backtesting. Use when: (1) demand/revenue forecasting, (2) trend/seasonality decomposition, (3) scenario projections. NOT for: high-frequency trading automation.
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michaelschecht Bundle Bet SizingDetermine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly criterion, fractional Kelly, risk budgeting, or conviction weighting. Also trigger when users mention 'how much to put in one stock', 'maximum position size', 'how concentrated should my portfolio be', 'number of holdings', 'VaR budget per position', 'how big a bet', or ask about scaling position sizes with volatility.
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michaelschecht Bundle Performance MetricsEvaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about Sharpe ratio, Sortino ratio, Information Ratio, Treynor ratio, Calmar ratio, Omega ratio, or upside/downside capture. Also trigger when users mention 'risk-adjusted returns', 'return per unit of risk', 'M-squared', 'is this fund worth the volatility', 'how to compare two managers', 'capture ratio', or ask which investment performed better after accounting for risk.
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michaelschecht Bundle Fixed Income MunicipalAnalyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about municipal bonds, tax-exempt income, tax-equivalent yield, AMT bonds, or muni credit quality. Also trigger when users mention 'muni bonds', 'tax-free bonds', 'state tax exemption', 'general obligation', 'revenue bonds', 'Build America Bonds', 'muni yield ratio', 'de minimis rule', or ask whether munis make sense for their tax bracket.
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brycewang-stanford Bundle Daaf OrchestratorOperational framework for the DAAF orchestrator. Defines engagement modes, confirmation protocol, subagent dispatch, context budget, and reference-loading. Loaded exclusively by the orchestrator — not for subagents or user questions.
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ecnu-icalk 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 manual bookkeeping into minutes of automated organization.
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ecnu-icalk Skill Budget Combination CalculatorCalculates all possible combinations of two items (A and B) within a total budget (C), determines the leftover amount, filters results based on a maximum leftover threshold, and sorts the list.
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ecnu-icalk Skill Linux Tcp Memory Parameter CalculationCalculates and configures Linux kernel TCP memory parameters (tcp_mem, tcp_rmem, tcp_wmem) based on specific connection counts and buffer requirements, strictly accounting for kernel overhead and buffer doubling.
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ecnu-icalk Skill Budget For High Performing Data StrategyExtracts key budgeting strategies and best practices from a provided article or text to create a detailed, actionable plan for a high-performance data strategy, tailored to a specific budget and storage requirements.
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ecnu-icalk Skill Linux Tcp Memory Parameter CalculatorCalculates the net.ipv4.tcp_mem kernel parameter values based on the number of simultaneous TCP connections and minimum buffer sizes, specifically accounting for kernel overhead doubling.
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ecnu-icalk Skill Financial Fraud Panel Regression AnalysisExecute end-to-end regression analysis (Logistic, Probit, PanelOLS) on accounting fraud panel data, incorporating data cleaning, correlation analysis, and multicollinearity checks.
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ecnu-icalk Skill Tech Product Financial Business Partner AnalysisGenerates comprehensive financial analyses for a Finance Business Partner/Tech-Finance-Manager supporting Engineering and Product teams across various revenue models (SaaS, PaaS, Marketplace, etc.), and performs deep-dive financial impact assessments for tech integrations (CAPEX/OPEX, Downtime).
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ecnu-icalk Skill Constrained Dollar Cost Average CalculatorCalculates the number of whole shares to buy at multiple price levels to approximate a target average price, ensuring shares are bought at every level and the total cost stays within budget.
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ecnu-icalk Skill Calculate Municipal Service Cost To TaxpayersCalculates the cost to taxpayers for a specific municipal department (e.g., police) based on town budget, department budget, tax rate, and housing data. Supports annual and daily cost calculations.
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ecnu-icalk Skill Analyze Invoice Data For Top Fornecedor By ProcessadoIdentifies the most expensive supplier (Fornecedor) from invoice data by analyzing the 'Processado' column, including specific data cleaning for currency formats.
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ecnu-icalk Skill Rfid Range Calculation With Material Effects In MatlabGenerate MATLAB code to calculate and plot the read range of an RFID tag, accounting for material properties (conductivity, permittivity), reflection loss, skin depth, and system parameters (antenna gain, sensitivity).
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ecnu-icalk Skill Calculate Carbon Fiber Reinforcement For Shear Wall OpeningsGenerates example calculations for carbon fiber reinforcement around openings in concrete shear walls, specifically using metric units (kN, mm) and accounting for axial, bending, and shear forces.
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pranavnagrecha Bundle Billing Integration ApexProgrammatically generating invoices, automating credit notes, and calling Salesforce Billing Apex APIs from custom Apex. Trigger keywords: billing apex, blng.InvoiceAPI, blng.TransactionAPI, invoice generation apex, credit note apex, programmatic invoice, payment gateway adapter. NOT for a CommercePayments checkout gateway adapter — use apex/commerce-payment-integration. NOT for configuring billing schedules, billing rules or Invoice Runs in Setup — use admin/billing-schedule-setup.
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pranavnagrecha Bundle Flow Collection ProcessingUse when building or reviewing Flow logic that processes lists of records using Loop, Assignment, Collection Filter, Collection Sort, or Transform elements. Triggers: 'iterate over collection in flow', 'flow loop add to collection', 'collection filter element', 'transform element flow', 'update records from collection variable', 'collection sort flow'. NOT for pulling DML or SOQL out of a Loop element — use flow/flow-loop-element-patterns. NOT for transaction-budget and bulkification analysis — use flow/flow-bulkification.
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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 Calculate Municipal Service Cost to Taxpayers, xero-accounting, quickbooks-online. 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.