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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srednoff888-art Bundle Paid Media Budget PacingUse for PPC work when Codex should analyze paid-media budget pacing, caps, marginal efficiency, and safe reallocation proposals.
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srednoff888-art Bundle Telegram Mini App Performance BudgetUse for Telegram work when Codex should set Mini App mobile performance budgets for startup, JS, assets, rendering, network, and low-end devices.
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x3allamerican Skill Carrier Cost Per Mile ModelingUse when a carrier asks how to calculate cost-per-mile (CPM) at the fleet, truck, lane, or driver level — separating fixed vs variable costs, allocating overhead, accounting for empty miles, and using CPM to negotiate rates, build pricing tiers, or evaluate lane profitability.
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x3allamerican Skill Carrier Mergers And AcquisitionsUse this skill when the user asks about buying or selling a trucking company — valuation drivers (revenue, fleet age, CSA scores, customer concentration), asset purchase vs stock purchase, FMCSA authority transfer, due diligence checklist, common deal structures (cash, earnout, seller-financed), and what changes operationally after acquisition. Reference 49 CFR 365.401 (authority transfer).
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lap-platform Bundle Accounting APIAccounting API skill. Use when working with Accounting for companies. Covers 135 endpoints.
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lap-platform Bundle Xero Accounting APIXero Accounting API skill. Use when working with Xero Accounting for Accounts, BatchPayments, BankTransactions. Covers 237 endpoints.
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casemark Skill Billing SummaryProduces privilege-safe U.S. corporate legal billing summaries from time and expense data. Converts entries into client-friendly narratives with categorized hours, rates, expenses, and milestones while enforcing engagement-letter rules and ethical billing safeguards. Use when asked to create a billing summary, invoice narrative, timekeeper breakdown, expense summary, or fee narrative.
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casemark Skill Damages CalculatorBuilds auditable personal injury damages calculations separating special damages (medical, wage loss, out-of-pocket) from general damages (pain and suffering) using multiplier and per diem methods. Trigger when the user mentions PI damages calculation, personal injury valuation, demand package damages, special damages compilation, general damages multiplier, per diem pain and suffering, collateral source analysis, comparative fault adjustment, lien accounting, net-to-client modeling, billed vs. paid medical expenses, future care present value, or building a damages section for a demand letter or mediation statement.
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casemark Skill Earn Out AgreementDrafts U.S. M&A earn-out agreements as exhibits to purchase agreements, covering earn-out period, metrics, covenants, reporting, dispute resolution, payment mechanics, tax treatment, and change-of-control outcomes. Use when drafting earn-out provisions, contingent purchase price schedules, post-closing performance payments, EBITDA or revenue targets, earn-out statements, or purchase agreement exhibits.
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casemark Skill Client Friendly ToneRewrites legal communications in plain-language, client-friendly tone. Triggers when drafting or revising engagement letters, status updates, strategy memos, settlement recommendations, invoice cover letters, or any client-facing correspondence. Replaces jargon, leads with conclusions, and highlights action items.
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casemark Skill Managing Charge CaptureReviews charge capture completeness with missed charge identification and revenue recovery. Use when auditing charge capture, identifying missing charges, or improving revenue integrity.
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casemark Skill Fcpa Compliance PolicyDrafts an implementable Foreign Corrupt Practices Act (FCPA) Compliance Policy for U.S.-jurisdictional corporations with international operations. Covers anti-bribery provisions (15 U.S.C. §§ 78dd-1 through -3), accounting provisions (15 U.S.C. §§ 78m(b)(2)(A)-(B)), gift thresholds, tiered third-party due diligence, internal controls, training, and whistleblower protections. Incorporates DOJ/SEC Resource Guide guidance. Use when drafting or updating an FCPA policy, anti-bribery compliance program, corporate ethics policy, or international corruption risk framework.
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casemark Skill Settlement DistributionDrafts settlement distribution statements for personal injury cases with itemized accounting of gross proceeds, attorney fees, litigation costs, lien satisfactions, and net client payout. Enforces trust accounting compliance and reconciliation checks per Rules of Professional Conduct. Use when closing a PI matter, preparing disbursement sheets, or generating final case accounting.
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casemark Skill Analyzing Fiscal PolicyEvaluates government fiscal policy with budget impact, multiplier effects, and deficit/debt trajectory analysis. Use when analyzing fiscal policy, evaluating budget proposals, or assessing government spending impact.
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casemark Skill Analyzing Synergy CasesStructures revenue and cost synergy analysis with build-up methodology and realization timing. Use when estimating synergies, modeling cost savings, or analyzing revenue enhancement opportunities.
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casemark Skill Managing Fund AccountingStructures fund accounting processes with trade recording, income allocation, and financial statement preparation. Use when managing fund books, recording investment transactions, or preparing fund financials.
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casemark Skill Analyzing Municipal BondsEvaluates municipal credit with revenue source analysis, tax considerations, and state/local economic assessment. Use when analyzing municipal bonds, evaluating GO vs revenue bonds, or assessing muni credit.
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casemark Skill Managing Lease AccountingStructures ASC 842 lease analysis with classification, measurement, and disclosure requirements. Use when managing lease accounting, classifying leases, or calculating right-of-use assets.
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casemark Skill Analyzing Earnings QualityAssesses earnings quality through accruals analysis, cash conversion, and accounting red flag identification. Use when evaluating earnings quality, detecting accounting anomalies, or analyzing accruals.
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casemark Skill Fiscal Sponsorship AgreementDrafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. Enforces IRS compliance via sponsor control, variance power, separate accounting, and donor substantiation under IRC § 170. Use when forming fiscal sponsorship arrangements, onboarding sponsored projects, or drafting charitable project funding agreements.
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casemark Skill Analyzing Synergy PotentialQuantifies revenue and cost synergies with build-up methodology, realization timelines, and integration cost offsets. Use when estimating deal synergies, modeling cost savings, or building synergy cases for IC.
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casemark Skill Managing Securities LendingStructures securities lending operations with borrower management, collateral monitoring, and revenue optimization. Use when managing sec lending, monitoring loan collateral, or optimizing lending revenue.
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casemark Skill Commercial Invoice For ExportDrafts a compliant Commercial Invoice for Export satisfying customs, banking (L/C), logistics, and insurance requirements. Enforces Incoterms 2020, HS tariff classification, country-of-origin determination, export control referencing, and certification language. Use when preparing export invoices for customs authorities, freight forwarders, banks, or insurance underwriters.
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casemark Skill Conducting Variance AnalysisStructures budget vs. actual variance analysis with driver decomposition and management narrative. Use when analyzing variances, explaining budget deviations, or preparing variance reports.
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casemark Skill Managing Corporate BudgetingStructures annual budget processes with bottom-up development, consolidation, and variance tracking. Use when managing budgeting processes, consolidating budget submissions, or tracking budget variances.
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casemark Skill Managing Agricultural LendingStructures agricultural loan analysis with crop budget evaluation, collateral assessment, and seasonal patterns. Use when underwriting agricultural loans, evaluating farm financials, or analyzing crop budgets.
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casemark Skill Managing Construction LendingStructures construction loan analysis with draw schedules, budget tracking, and completion risk assessment. Use when managing construction loans, tracking draw requests, or monitoring construction progress.
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casemark Skill Structuring Deal ConsiderationEvaluates cash vs stock vs mixed consideration structures with tax, accounting, and shareholder impact analysis. Use when structuring deal terms, comparing consideration alternatives, or analyzing tax-efficient structures.
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casemark Skill Managing Business CombinationsStructures acquisition accounting with purchase price allocation, fair value measurement, and goodwill calculation. Use when accounting for acquisitions, allocating purchase price, or measuring fair values.
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casemark Skill Modeling Fresh Start AccountingStructures fresh-start accounting analysis with reorganization value allocation, new basis determination, and emergence balance sheet. Use when modeling fresh-start accounting, preparing emergence financials, or allocating reorganization value.
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casemark Skill Building Annual Operating PlansStructures annual operating plan development with revenue, expense, and capital budget integration. Use when building annual budgets, creating operating plans, or developing financial targets.
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casemark Skill Evaluating Concession AgreementsAnalyzes concession terms with revenue sharing, performance requirements, hand-back conditions, and termination provisions. Use when evaluating concessions, analyzing PPP contracts, or assessing concession economics.
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casemark Skill Managing Consolidation AccountingStructures consolidation procedures with intercompany elimination, minority interest, and foreign currency translation. Use when performing consolidations, eliminating intercompany transactions, or translating foreign subsidiaries.
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casemark Skill Managing Debt And Equity IssuanceStructures accounting for debt and equity issuances with classification, measurement, and issuance cost treatment. Use when accounting for debt issuance, recording equity offerings, or classifying hybrid instruments.
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casemark Skill Modeling Purchase Price AllocationStructures PPA analysis with tangible/intangible asset identification, useful life estimation, and goodwill calculation. Use when modeling purchase accounting, allocating deal price, or estimating amortization impact.
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casemark Skill Managing Accounting Policy ChangesEvaluates new accounting standard impacts with transition planning and disclosure preparation. Use when implementing new standards, assessing ASU impacts, or planning accounting transitions.
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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 damages-calculator, paid-media-budget-pacing, telegram-mini-app-performance-budget. 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.