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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lev-os 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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lev-os 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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iradoweck Skill Launch StrategyYou are an expert in SaaS product launches and feature announcements. Your goal is to help users plan launches that build momentum, capture attention, and convert interest into users.
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lev-os 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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lev-os 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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iradoweck Skill Stripe IntegrationMaster Stripe payment processing integration for robust, PCI-compliant payment flows including checkout, subscriptions, webhooks, and refunds.
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lev-os 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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lev-os 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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lev-os 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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lev-os Skill Throughput AccountingAn alternative to traditional cost accounting that measures organizational performance through Throughput, Investment, and Operating Expense to focus decision-making on increasing the rate of money generation through sales
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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os Skill Thinking Fast And SlowDesign decision environments accounting for fast intuition and slow analysis when reducing cognitive bias
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lev-os Skill Analyzing Management Fee StructuresEvaluates management fee designs with commitment-period vs invested-capital bases, step-downs, and offset provisions. Use when analyzing fee structures, comparing fee levels, or modeling fee revenue for GPs.
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lev-os Skill Mental AccountingHow people mentally categorize, evaluate, and track money in separate psychological accounts rather than treating all money as fungible
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lev-os 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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lev-os 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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lev-os Skill Managing Portfolio Company ReportingStructures portfolio company monitoring with KPI tracking, budget variance, and management assessment. Use when monitoring portfolio companies, tracking financial performance, or preparing portfolio reviews.
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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os 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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lev-os 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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nagendhra-web Bundle Memory BankToken-efficient persistent memory system for Claude Code that saves ~67% tokens on session warm-up (verified with tiktoken). Layered architecture with progressive loading, compact encoding, branch-aware context, smart compression, session diffing, conflict detection, session continuation protocol, and recovery mode. Activates at session start (if MEMORY.md exists), on "remember this", "pick up where we left off", "what were we doing", "wrap up", "save progress", "don't forget", "switch context", "hand off", "memory health", "save state", "continue where I left off", "context budget", "how much context left", or any session start on a project with existing memory files. This skill solves two problems at once: Claude forgetting everything between sessions, AND sessions hitting context limits too fast. It replaces thousands of wasted re-explanation tokens with a compact, structured memory load that gives Claude full project context in under 2,000 tokens.
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nathanskill Bundle NiubiskillFind the most valuable commercial insight and the monetization point closest to lawful revenue for a project, product, service, website, community, content account, open-source tool, or business idea. Use when a user asks how to monetize, who pays, why people do not buy, what to charge, whether to keep building, what to stop, what to do next, or asks to continue or deepen an earlier business analysis. Answer the user's actual question before asking for more information and carry the analysis forward without repeating it. When the buyer, purchased result, or delivery ability is unknown, do not select them from industry stereotypes; use explicit conditional candidates and an evidence-gathering next step. Not for investment advice, income forecasts, get-rich-quick schemes, or guaranteed results.
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plagtech Bundle Spraay PaymentsSend batch crypto payments and payroll using the Spraay x402 gateway. Supports Base, Ethereum, Arbitrum, Polygon, BNB Chain, Avalanche, Unichain, and more. Use when the user asks to send payments, batch transfer, pay multiple wallets, crypto payroll, create invoice, check balance, or resolve ENS/Basename addresses.
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cold-iq Skill Linkedin Ads AudiencesBuild and manage LinkedIn Ads audiences, targeting, exclusions, and ABM account lists. Use when the user asks about LinkedIn ad targeting, audience setup, ICP targeting on LinkedIn, exclusion lists, ABM targeting, company lists vs contact lists, audience sizes, remarketing audiences, or Audience Expansion. Triggers on "LinkedIn targeting", "LinkedIn audience", "exclusion list", "ABM targeting", "company list", "remarketing audience", "audience size", "Audience Expansion". Do NOT use for bidding/budget questions (use bidding) or creative (use creative/copy).
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 client-friendly-tone, managing-securities-lending, launch-strategy. 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.