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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casemark Skill Conducting Traffic And Demand StudiesEvaluates demand forecasts for toll roads, airports, and ports with independent engineer review and scenario sensitivity analysis. Use when analyzing traffic studies, validating demand forecasts, or stress testing revenue projections.
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casemark Skill Conducting Quality Of Earnings AnalysisAdjusts reported earnings for non-recurring items, accounting policy choices, and run-rate normalizations. Use when performing QofE analysis, adjusting EBITDA, or validating seller financial presentations.
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casemark Skill Tracking Net Revenue Retention DynamicsMonitors NRR components with expansion, contraction, and churn decomposition across customer segments and cohorts. Use when analyzing revenue retention, decomposing NRR drivers, or assessing expansion revenue quality.
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casemark Skill Managing Equity Compensation AccountingStructures stock-based compensation accounting with fair value measurement and expense recognition. Use when accounting for equity comp, calculating Black-Scholes values, or documenting share-based payments.
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casemark Skill Analyzing Seed And Anchor Investor TermsEvaluates seed/anchor investor economics with revenue sharing, fee discounts, capacity reservations, and governance rights. Use when analyzing seed terms, structuring anchor economics, or evaluating founding investor arrangements.
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casemark Skill Managing Construction Loan AdministrationStructures construction loan management with draw processing, inspection tracking, and budget monitoring. Use when administering construction loans, processing draw requests, or monitoring construction budgets.
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casemark Skill Conducting Operational Turnaround AnalysisAssesses operational improvement opportunities with cost rationalization, revenue stabilization, and management changes for distressed businesses. Use when evaluating turnaround plans, identifying operational improvements, or assessing management capability.
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casemark Skill Structuring Debtor In Possession FinancingDesigns DIP financing structures with priming liens, adequate protection, and budget milestones for Chapter 11 proceedings. Use when structuring DIP facilities, analyzing superpriority claims, or evaluating DIP terms.
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casemark Skill Analyzing Social Infrastructure InvestmentsEvaluates social infrastructure including healthcare, education, and government facilities with availability-based revenue structures. Use when analyzing social infrastructure, evaluating availability payments, or assessing government-backed projects.
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aibot88 Bundle Fly SmartFind cheaper flight routes using hidden-city arbitrage and hub transfer combinations. Activates when users search for flights, find cheap flights, compare routes, or look for budget travel deals. Supports 70+ global hubs, multi-date scanning, SQLite caching, and self-transfer detection. No API keys required.
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aibot88 Bundle Pl Grant PlanInteractive planner for Polish national grants: FESL/FERS/NOWEFIO/NIW/CERV/ESC/KPO/FEnIKS/RITA/Slaskie Lokalnie. Decision tree for program selection, indicator mapping, budget planning. Triggers: plan projekt krajowy, zaplanuj FESL, plan FERS, plan NOWEFIO, nowy wniosek krajowy, grant krajowy.
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aibot88 Bundle Bir Tax FilingAutomate Philippine BIR (Bureau of Internal Revenue) tax form generation and filing. Handles 1601-C (withholding tax), 2550Q (quarterly VAT), 1702-RT/EX (annual income tax), and ATP (Authorization to Print) validation. Ensures 100% compliance with BIR regulations.
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aibot88 Bundle Quickbooks APIAccess QuickBooks Online API for invoices, payments, customers, and bills. Covers OAuth token auto-refresh, API queries, and Supabase ingest. Use when: checking invoice status, reconciling payments, querying expenses. Skip when: expense data already in PIL (check supabase first).
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aibot88 Bundle Taiwan InvoiceTaiwan E-Invoice API integration specialist for ECPay, SmilePay, and Amego. Use when developing invoice systems, implementing B2C/B2B invoice issuance, invoice printing, allowance creation, or working with Taiwan E-Invoice APIs. Handles encryption (AES, MD5), API requests, and service provider differences.
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aibot88 Bundle Ramp Install AuthRamp install auth — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp install auth", "ramp-install-auth", "corporate card API".
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aibot88 Bundle Amortized AlgorithmsUse when analyzing sequences of data-structure operations with aggregate analysis, accounting credits, potential functions, binary counters, multipop stacks, dynamic tables, resizing policies, or amortized versus average-case reasoning
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aibot88 Bundle Agentprivacy AssessorPrivacy Data Economist for 0xagentprivacy. Activates for sovereignty gap quantification (17×-12,000× multiplier), tokenomics design (SWORD/MAGE pairs), Privacy Pool valuation, guild economics modelling, 7th capital accounting, investor pitch economics, or any task requiring V(π,t) translated into falsifiable economic claims.
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aibot88 Bundle Payer Contract AnalysisAnalyze payer contracts for reimbursement rates, terms, and value-based incentives to optimize revenue and support contract negotiations
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aibot88 Bundle Financial Proposal GeneratorProduces excellence-grade EU grant narratives, budget justifications, and scoring diagnostics that consistently reach ≥4.6/5 (13.8/15 Horizon scale). Integrates constitutional AI framing, Oracle-validated evidence, and EU cost compliance to feed Grant Application Assembler and client review workflows.
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aibot88 Bundle Gaap Ifrs Compliance CheckerAutomated compliance validation skill for GAAP and IFRS accounting standards with codification references
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aibot88 Bundle Alibaba Live Cost Budget Action GuardGate live financial authority actions — budget threshold changes, Savings Plan purchases, and Reserved Instance commitments. These are committed spend or can trigger immediate service suspension.
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seaworld008 Bundle Financial AnalystPerforms financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
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seaworld008 Skill Saas Metrics CoachSaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.
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infometa Bundle Travel PlanningPlan trips with itineraries, multi-city routing, budget optimization, family logistics, packing lists, and visa timelines. Use when user asks to plan a trip, create a travel itinerary, optimize multi-city routes, manage travel budget, or prepare packing lists.
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infometa Skill Lead ManagementLead scoring, triage, and call list generation. Score leads by fit and intent, prioritize outreach, and generate today's call list with per-lead talking points. Triggers on: lead score, triage leads, call list, who should I call, prioritize prospects.
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infometa Skill Comps ValuationTrading comps and transaction comps valuation analysis. Builds comparable company tables and precedent transaction tables with key multiples (EV/EBITDA, EV/Revenue, P/E, etc.). Triggers on "comps", "comparable companies", "trading multiples", "precedent transactions", "valuation comps", "可比估值", "交易可比", "估值倍数".
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infometa Bundle Budget Balance预算平衡与取舍 · 按总预算分配交通/住宿/餐饮/门票/购物/备用六大类,超支时主动给"砍哪天/降哪档/换地点"的取舍建议。基于 price_benchmark.json 城市价格基准做合理性校验。
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infometa Bundle Invoice Verify发票真伪查验。通过 Python 脚本调用汇联易查验服务,支持增值税发票、全电发票、区块链发票等 17 种类型的真伪核验。当用户提供发票信息要求查验真伪时使用。
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infometa Skill Variance CommentaryWrite flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.
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theheavenlyd3mon Bundle Financial ModelingBuild and review assumptions-led financial models, unit economics, pricing, fundraising scenarios, and SaaS operating metrics. Use when calculating CAC, LTV, payback, runway, ARR, churn, NDR, Rule of 40, or sales efficiency; when modeling revenue, costs, cash flow, pricing, cap tables, or financing.
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smith6jt-cop Skill Backtest Capital AccountingCritical fix for backtest capital accounting when equity curves are inflated or drawdown metrics are meaningless
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sickn33 Skill Observability Monitoring Slo ImplementYou are an SLO (Service Level Objective) expert specializing in implementing reliability standards and error budget-based engineering practices. Design comprehensive SLO frameworks, establish meaningf
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whd4 Skill Stripe IntegrationGet paid from day one. Payments, subscriptions, billing portal, webhooks, metered billing, Stripe Connect. The complete guide to implementing Stripe correctly, including all the edge cases that will bite you at 3am. This isn't just API calls - it's the full payment system: handling failures, managing subscriptions, dealing with dunning, and keeping revenue flowing. Use when: stripe, payments, subscription, billing, checkout.
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whd4 Skill 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.
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danstrem2 Bundle Actual BudgetQuery and manage personal finances via the official Actual Budget Node.js API. Use for budget queries, transaction imports/exports, account management, categorization, rules, schedules, and bank sync with self-hosted Actual Budget instances.
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a5c-ai Skill Clari ForecastingClari revenue operations platform for AI-powered forecasting
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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 alibaba-live-cost-budget-action-guard, fly-smart, pl-grant-plan. 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.