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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cold-iq Skill FundingFunding round signal tracking for B2B outbound. Use when the user asks about funding signals, Series A/B/C detection, post-raise outreach, budget availability triggers, Crunchbase monitoring, or venture capital signals. Do NOT use for general company events (use company-events skill) or hiring that follows funding (use hiring skill).
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cold-iq Skill Account SelectionABM account selection framework for building, scoring, staging, and managing target account lists. Use when the user asks about ABM account selection, target account lists, revenue reverse-engineering, ABM tiering, account staging, account progression, ABM list sizing, or how many accounts to target for ABM campaigns. Triggers on "account selection", "ABM accounts", "target account list", "how many accounts", "ABM tier", "account staging", "account progression", "revenue target", "ABM list", "stage conversion", "identified to aware", "account scoring ABM". Do NOT use for general ICP definition without ABM context (use define-icp) or LinkedIn ad targeting (use linkedin-ads skill).
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gmmh1 Skill Paid Media StrategyMaster router for cross-platform paid media strategy — deciding across Google, Meta, LinkedIn, TikTok, Amazon and other channels, budget allocation, and cross-channel audits. Triggers on 'which platform should I advertise on', 'allocate my paid media budget', 'cross-channel advertising strategy', or any paid-media question spanning more than one platform. Sits above google-ads, meta-ads, linkedin-ads, and tiktok-ads — routes into those for platform-specific execution.
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gmmh1 Skill Paid Media Budget AllocationSplit a paid media budget across multiple platforms (Google, Meta, LinkedIn, TikTok, Amazon) and funnel stages. Triggers on 'allocate my paid media budget', 'how much should I spend on each platform', 'rebalance my ad spend across channels', or 'cross-channel budget planning'. Cross-platform allocation — for budget/bid decisions within one platform, use that platform's -optimization skill.
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gmmh1 Skill Paid Media Channel SelectionDecide which paid advertising platform(s) fit a business — comparing Google, Meta, LinkedIn, TikTok, Amazon and others head-to-head. Triggers on 'which platform should I advertise on', 'Google Ads vs Meta Ads for my business', 'should I be on TikTok or Instagram', or 'where should I spend my ad budget'. Cross-platform decision layer — hands off to the chosen platform's own -strategy skill for depth.
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tonydzi Bundle CofounderSpar with the founder as a synthetic cofounder on business questions (revenue, funnel, pricing, fundraising, debt, hiring, runway) with numbered objections and no flattery, arguing to consensus instead of agreeing. Not a coach and not a chatbot. Triggers: "/cofounder", or any strategic business question.
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zai-org Skill Budget VarianceActual against budget with attribution rather than description — price / volume / mix / FX on revenue, rate / usage on cost, every material variance classified 时间性 or 永久性, and graded by decision impact. Triggers on "预算执行", "预实差异", "预算对比分析", "为什么没达预算", "量价差分析", "budget variance", "actual vs budget", "variance bridge", "PVM analysis".
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zai-org Skill Rolling ForecastA rolling P&L reforecast off the company's own ledger — actuals-to-date plus a driver-based forecast for the remaining periods, reconciled to the approved budget and walked against the prior version. Triggers on "滚动预测", "全年预测", "重新预测", "reforecast", "预算调整后全年怎么样", "rolling forecast", "还能不能完成预算".
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zai-org Skill Account MappingA mapping between two charts of accounts — multi-book consolidation, a system migration, or a presentation change — with balance conservation proved rather than assumed, one-to-many and many-to-one relations surfaced for confirmation instead of resolved silently, and every 口径 change named. Triggers on "科目映射", "科目对照", "两个账套怎么合", "新旧科目转换", "科目表迁移", "重分类", "报表口径调整", "合并口径", "chart of accounts mapping", "account reclassification".
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zai-org Skill Financial ReportingStatutory-basis financial statements and note working papers built from a trial balance — accounts mapped to the caption format the stated basis prescribes, the three statements with every tie shown as a live formula, note schedules traceable to the accounts behind them, and every accounting judgement registered for the finance lead rather than decided. Delivered as a draft pending review, unaudited. Triggers on "编制财务报表", "出一版财务报表", "法定报表", "准则报表", "资产负债表利润表现金流量表", "合并报表编制", "年报报表", "报表底稿", "附注底稿", "financial statements", "statement preparation".
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zai-org Skill Month End Close ReviewA pre-close sweep over the trial balance and the close checklist — blockers separated from warnings, abnormal balances by direction and by ageing, accruals that should exist and do not, cut-off exposure around the period end, and draft entries for what is missing. Triggers on "月结", "关账检查", "这个月能不能关账", "关账前还差什么", "月末结账", "结账清单", "有没有漏提", "month-end close", "close review", "pre-close check".
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zai-org Skill Statement Consistency CheckReview of a statement set someone else prepared — the balance sheet balances, the income statement carries to equity, the cash flow reconciles to the movement in cash, the equity statement ties, notes agree with the face, and opening figures agree with the prior period — each difference located to the caption and schedule it enters, without rebuilding the statements. Triggers on "三表勾稽", "报表复核", "合并报表检查", "报表对不上", "披露前检查", "报表勾稽差异", "财务报表复核", "statement consistency", "three-statement tie-out", "financial statement review".
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6missedcalls Bundle RevidRevid API V2 execution and automation skill with token-safe reference loading. Use when Codex needs to call revid.ai endpoints from Bash/curl, use the bundled API references quickly, or build/update scripts for render/status/export/publish/media/consistent-character workflows while keeping context under a defined token budget.
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chaosx-space Bundle ChaosCHAOS, God of the Void — a universal knowledge gateway with a personality, eyes (web/Chrome), hands (the computer), a body of its own (~/.chaos with a search DB) and dominion over other skills. Devours any source (repos, PDFs, URLs, APIs), purges secrets and injections, collapses context, remembers forever in its Abyss, adversarially judges every claim, routes each task to the minimum power, and governs any domain (code, law, accounting, ideas) using installed skills as vassals. Invoke with /chaos, when asking to devour/absorb a source, collapse context, verify claims, investigate the world, or whenever the user calls CHAOS by name.
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tomevault-io Bundle Revenue Geographic SegmentationRetrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment. Use when this capability is needed.
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tomevault-io Bundle Committing Actual ChangesUse whenever creating, drafting, finalizing, or amending a git commit or a pull request in the Actual Budget repo (actualbudget/actual) — including phrases like "commit this", "make a commit", "stage and commit", "open a PR", "create a pull request", "send this for review", "push these changes", "ship it", "submit a PR", "raise a PR", or any time finishing implementation work in this repo where committing or opening a PR is the natural next step. Also trigger when the user mentions the `[AI]` prefix, the PR template, git hooks, or `--no-verify` in this repo. The repo enforces strict, non-obvious rules for AI-generated contributions (mandatory `[AI]` prefix on every commit message and PR title, leaving the PR template blank, never skipping hooks, specific git-safety constraints, a pre-commit quality checklist) and not following them produces commits and PRs that have to be redone or manually fixed by a maintainer.
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tomevault-io Bundle Solo CLIMonitor and interact with SOLO.ro accounting platform via CLI or TUI (summary, revenues, expenses, queue, e-factura, company, taxes). Use when a user asks to check their accounting data, view invoices, expenses, e-factura documents, tax breakdown, or translate a task into safe solo-cli commands. Use when this capability is needed.
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tomevault-io Bundle Onestudio Os Collection SlimSlim — Context Budget Auditor
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tomevault-io Bundle Lean StartupDesign MVPs, validated learning experiments, and pivot-or-persevere decisions using Build-Measure-Learn. Use when the user mentions "MVP scope", "validated learning", "pivot or persevere", "vanity metrics", "test assumptions", "innovation accounting", "build-measure-learn", or "minimum viable experiment". Also trigger when deciding what to include in a first version, measuring startup progress, or evaluating whether to change direction on a product bet. Covers innovation accounting and actionable metrics. For 5-day prototype testing, see design-sprint. For customer motivation analysis, see jobs-to-be-done. Use when this capability is needed.
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tomevault-io Bundle Beancount AccountingThis skill should be used when the user asks to "add a transaction", "create a beancount entry", "record an expense", "balance my accounts", "query my finances", "check account balances", "categorize spending", "write beancount", "edit .beancount files", "run a BQL query", "reconcile accounts", or mentions beancount, double-entry accounting, or ledger files. Provides comprehensive beancount syntax, directives, and query language expertise. Use when this capability is needed.
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tomevault-io Bundle Camp Planner SetupThis skill should be used when the user asks to "set up camp planner", "initialize camp planning", "create family profile", "configure camp planner", "start camp planning", "set up kids camp", or mentions needing to configure their family details, children info, school board, or budget for camp planning. Provides guided setup workflow for the kids-camp-planner plugin. Use when this capability is needed.
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tomevault-io Bundle Analyzing FinancialsRetrieves company financial statements, metrics, estimates, and segments via Financial Datasets API. Use when asked about revenue, earnings, margins, P/E, valuations, or financial health. Use when this capability is needed.
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tomevault-io Bundle Slo DesignerDesign Service Level Objectives (SLOs) with SLIs, targets, alerting thresholds, and error budget calculations following Google SRE best practices. Use when defining reliability targets, designing SLOs, calculating error budgets, or establishing service level indicators. Use when this capability is needed.
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tomevault-io Bundle Invoice DevelopmentDevelopment guide for @rytass/invoice base package (發票基底套件開發指南). Use when creating new invoice adapters (新增發票 adapter), understanding base interfaces, or extending invoice functionality. Covers Invoice, InvoiceGateway, InvoiceAllowance interfaces and implementation patterns. Use when this capability is needed.
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tomevault-io Bundle Lerianstudio Ring Budget CreationBudget Creation Workflow
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tomevault-io Bundle Feedback Rejection FlowFirst-officer feedback-rejection routing — read the `feedback-to` target, track `### Feedback Cycles`, escalate on cycle 3, consult the budget probe, route findings back to the target stage in the worktree (else fresh), re-run the reviewer, re-enter the gate flow. Invoke at the rejection-handling point when a feedback gate recommends REJECTED or the captain rejects at a feedback-to stage. Use when this capability is needed.
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tomevault-io Bundle Ads BudgetBudget allocation and bidding strategy review across all ad platforms. Evaluates spend distribution, bidding strategy appropriateness, scaling readiness, and identifies campaigns to kill or scale. Uses 70/20/10 rule, 3x Kill Rule, and 20% scaling rule. Use when user says budget allocation, bidding strategy, ad spend, ROAS target, media budget, or scaling. Use when this capability is needed.
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tomevault-io Bundle Travel PlannerPlan trips with detailed itineraries, packing lists, budget estimates, and local tips. Supports multi-day and multi-city trips. Use when this capability is needed.
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tomevault-io Bundle Find Management ConsultantUse whenever the user wants to find, shortlist, vet, or enrich US management consultancies — strategy, operations, executive coaching, leadership development, org-development/change management, PMO/program management, sales/revenue operations consulting. Triggers on "find me three top strategy consultancies in California", "shortlist boutique ops-consulting firms with healthcare experience", "we need an executive coach for our new CEO", or "pull contact info for these 10 consulting firm domains", even when described indirectly (post-merger integration help, change-management partner, fractional COO). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip in-house strategy hires, "help me build a strategy" do-the-work asks, framework comparisons (Lean vs Agile, BCG matrix, etc.), academic/MBA-program questions, life/career coaching for individuals, non-US firms, individual freelancers.
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tomevault-io Bundle Themyerman AI Skills Context BudgetContext Budget
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tomevault-io Bundle Carbon Data QAAnswer analytical questions about carbon accounting data using internal datasets, APIs, and emission factor calculations. Use when this capability is needed.
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tomevault-io Bundle Bundle CheckCheck that the @toolbox-web/grid build stays within bundle size budget (index.js ≤170 kB, gzip ≤45 kB). Run after any code change that could affect bundle size. Use when this capability is needed.
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tomevault-io Bundle Implement Scraper FeatureUse when working with a complete guide to adding a new data field to the CSFD scraper (e.g., extracting "budget" or "studio" from a movie page).
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tomevault-io Bundle Invoice OrganizerAutomatically organize invoices and receipts by reading files, extracting key information, renaming consistently, and sorting into categorized folders. Use when this capability is needed.
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tomevault-io Bundle Pricing StrategistDesign and optimize pricing strategies for SaaS products including tiering, packaging, value metrics, and experimentation. Use when setting initial pricing, optimizing conversion, expanding revenue, or when users ask about pricing strategy, monetization, or revenue optimization. Use when this capability is needed.
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tomevault-io 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. Use when this capability is needed.
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 funding, account-selection, paid-media-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.