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.
-
thomasmoreai Skill State Law ApplicabilityUS state privacy law applicability assessment tool. Evaluates revenue thresholds, data volume thresholds, business exemptions (GLBA, HIPAA, nonprofits), employee data carve-outs, and SBA small business determinations across all enacted state privacy laws.
Audited -
thomasmoreai 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.
Audited -
thomasmoreai Bundle Outside Counsel Billing And Performance Reviewer Carl DitzleReviews outside counsel invoices and related billing data for an in-house legal department, including LEDES or e-billing exports, OCGs, approved rates, discounts, budgets, AFAs, and staffing rules. Starts with internal comparisons before bringing in external data. Produces invoice review findings, MBR/QBR scorecards, dispute logs, and management reports. For demonstration purposes only and not professional advice.
-
thomasmoreai Bundle Billing Cycle Manager Scott MargettsOperational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client receipts), and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory). Trigger on: 'prepare the bill', 'billing instruction', 'end of month billing', 'LC invoice', 'local counsel invoice', 'pass through as disbursement', 'client querying the invoice', 'billing dispute', 'cashflow gap', 'when will we get paid', 'LC payment due', 'leverage analysis', 'staffing mix', 'predicted total cost', 'burn rate by grade', 'are we on track', 'what will this matter cost'.
-
thomasmoreai Skill Corporate Kanzlei Deal Team StaffingTransaktionsteam zusammenstellen und Workstreams verteilen für M&A-Mandate: Senior Associate braucht Team-Plan oder Partner will Kapazitaeten ueberprüfen. Normen: BRAO § 43a (Interessenkonflikte), RVG/Stundenhonorar, Budget-Richtlinien. Prüfraster: Workstream-Matrix, Kapazitaetsplanung, Eskalationspfade, Stunden-Reporting. Output Team-Staffing-Plan, Workstream-Zuweisung, Budget-Controlling-Template. Abgrenzung: PMO-Gesamtplanung siehe steps-plan-pmo; Konflikt-Check siehe conflict-gwg-sanctions.
Audited -
thomasmoreai Skill Grosskanzlei Corporate Ma Deal IntakeNeues M&A-Mandat aufnehmen und strukturieren: Anwendungsfall Partner oder Associate erhaelt Erstanfrage zu einer Transaktion und muss Deal-Profil, Rolle, Parteien, Zeitplan und Workstreams erfassen. §§ 3a RVG Honorar, § 43a BRAO Konflikt. Prüfraster Deal-Typ Buy-side/Sell-side/Carve-out, Zielgesellschaft, Transaktionsstruktur, Zeitplan, Budget-Ersteinschaetzung, Annahme-Check. Output Deal-Intake-Sheet mit Parteienregister, Dealtyp, Workstreams, initiales Budget und Fristen-Erstliste. Abgrenzung zu Kaltstart-Skill für Kanzleipraeferenzen und zu Matter-File für laufende Akte.
Audited -
vamseeachanta Skill Financial Analysis Accounting StandardsSub-skill of financial-analysis: Accounting Standards (+3).
Audited -
thomasmoreai 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.
Audited -
vamseeachanta Skill Form 1120 Cash Basis ReconciliationReconcile multiple source documents (invoices, expense sheets, bank statements) to establish authoritative cash-basis revenue and expenses for Form 1120 C-Corp filing
Audited -
vamseeachanta Skill Quantification Metrics Revenue ImpactSub-skill of quantification-metrics: Revenue Impact (+4).
Audited -
vamseeachanta Skill Cash Basis Corporate Tax ReconciliationReconcile conflicting revenue sources and prepare Form 1120 for cash-method C-Corps using bank deposits as authoritative source
Audited -
vamseeachanta Skill Form 1120 Preparation From Expense SheetMap cash-basis expense sheet to Form 1120 schedules for C-Corp tax filing, including revenue reconciliation, Schedule L balance sheet reconstruction without prior returns, and gap identification.
Audited -
vamseeachanta Skill Quantification Metrics Feature Automated Invoice GenerationSub-skill of quantification-metrics: Feature: Automated Invoice Generation.
Audited -
ferroxlabs Bundle Date PlannerDate idea generator with suggestions by budget, season, interest, and energy level, including at-home date nights, adventure dates, long-distance ideas, anniversary plans, first date suggestions, group date ideas, and surprise planning. Use when the user asks about date planner, or needs help with date idea generator with suggestions by budget, season, interest, and energy level, including at-home date nights, adventure dates, long-distance ideas, anniversary plans, first date suggestions, group date ideas, and surprise planning. Do NOT use when the request requires professional specialized advice or falls outside the scope of date planner.
37 -
ferroxlabs Bundle First BudgetCreates a first-time budget for students, new graduates, or anyone who has never budgeted before. Starts from zero with income verification and essential expense mapping, uses simplified categories, and builds a minimal viable budget the user can maintain without financial experience. Use when the user is creating their very first budget, has no prior budgeting experience, is a student or new earner, or asks "how do I start budgeting?" Do NOT use for experienced budgeters wanting a method upgrade (use budget-planning, zero-based-budget, or fifty-thirty-twenty-budget), debt management, or investment planning.
37 -
ferroxlabs Bundle Budget TravelBudget travel guide covering flight booking strategies and timing, accommodation alternatives like hostels, house-sitting, and Couchsurfing, free activity finding, food budget tips, travel credit card optimization, shoulder season travel, and cost comparison by destination. Use when the user asks about budget travel, or needs help with budget travel guide covering flight booking strategies and timing, accommodation alternatives like hostels, house-sitting, and couchsurfing, free activity finding, food budget tips, travel credit card optimization, shoulder season travel, and cost comparison by destination. Do NOT use when the request requires professional specialized advice or falls outside the scope of budget travel.
37 -
ferroxlabs Bundle Date PlanningCreates occasion-based date plans with activity categories, surprise elements, budget tiers, and logistics frameworks. Produces complete date itineraries with timing, reservations, backup plans, and personal touches. Use when the user asks about planning a date, date ideas, anniversary celebration, or romantic outing. Do NOT use for wedding planning, large event coordination, or assessing relationship quality.
37 -
ferroxlabs Bundle House FlipperExpert guidance for residential property flipping including acquisition strategies (MLS, auctions, wholesalers), renovation scope assessment, contractor management, budget tracking using the 70% rule, timeline planning, After Repair Value (ARV) calculation, and selling strategy for maximum profit. Use when the user asks about house flipper or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.
37 -
ferroxlabs Bundle Landlord GuideComprehensive operational guide for landlords covering tenant screening processes, lease creation, rent collection systems, maintenance management, legal compliance including Fair Housing and eviction procedures, accounting and record-keeping, property inspection schedules, and tenant conflict resolution strategies. Use when the user asks about landlord guide or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.
37 -
ferroxlabs Bundle Holiday PlanningCreates comprehensive holiday planning frameworks with multi-family coordination, gift list management, travel logistics, tradition scheduling, and budget tracking. Produces structured holiday plans with timelines, task lists, and coordination templates. Use when the user asks about planning holidays, coordinating celebrations across multiple families, managing gift lists, or organizing holiday logistics. Do NOT use for planning specific religious ceremonies, corporate holiday events, or individual gift selection.
37 -
ferroxlabs Bundle Home Gym AdvisorHome gym setup guide covering budget-tier equipment recommendations, space planning, essential vs nice-to-have equipment, flooring options, storage solutions, equipment maintenance, workout programs for home equipment, and apartment-friendly options. Use when the user asks about home gym advisor, or needs help with home gym setup guide covering budget-tier equipment recommendations, space planning, essential vs nice-to-have equipment, flooring options, storage solutions, equipment maintenance, workout programs for home equipment, and apartment-friendly options. Do NOT use when the request requires professional medical advice or falls outside the scope of home gym advisor.
37 -
ferroxlabs Bundle Project ProposalWrites internal project proposals with problem statement, proposed solution, resource requirements, ROI estimate, and implementation timeline for securing organizational buy-in. Use when the user needs to propose a project internally, get budget approval, or pitch an initiative to leadership. Do NOT use for client-facing business proposals (use `business-proposal`), academic grant proposals (use `grant-proposal-writing`), or RFP responses (use `rfp-response`).
37 -
ferroxlabs Bundle Smart Home GuideSmart home setup advisor covering ecosystem selection (Alexa, Google, Apple HomeKit), device categories, automation routines, network setup, privacy considerations, budget-friendly approaches, and troubleshooting. Use when the user asks about smart home guide, or needs help with smart home setup advisor covering ecosystem selection (alexa, google, apple homekit), device categories, automation routines, network setup, privacy considerations, budget-friendly approaches, and troubleshooting. Do NOT use when the request requires professional specialized advice or falls outside the scope of smart home guide.
37 -
ferroxlabs Bundle Event CoordinatorEvent planning guide covering timeline creation, venue selection, catering, invitations, budget management, vendor coordination, day-of checklists, and post-event follow-up for birthdays, graduations, reunions, holiday parties, and more. Use when the user asks about event coordinator, or needs help with event planning guide covering timeline creation, venue selection, catering, invitations, budget management, vendor coordination, day-of checklists, and post-event follow-up for birthdays, graduations, reunions, holiday parties, and more. Do NOT use when the request requires professional specialized advice or falls outside the scope of event coordinator.
37 -
ferroxlabs Bundle Grocery OptimizerSmart grocery shopping optimization system that helps reduce spending through budget-based strategies, aisle-organized shopping lists, unit price comparison, seasonal produce guidance, bulk buying analysis, and food waste reduction techniques. Includes pantry staples checklists and store brand vs name brand analysis. Use when the user asks about grocery optimizer, or needs help with smart grocery shopping optimization system that helps reduce spending through budget-based strategies, aisle-organized shopping lists, unit price comparison, seasonal produce guidance, bulk buying analysis, and food waste reduction techniques. Do NOT use when the request requires professional specialized advice or falls outside the scope of grocery optimizer.
37 -
ferroxlabs Bundle Interior DesignerInterior design advisor covering room layout principles, color theory, furniture arrangement, lighting design, style identification, budget decorating, small space optimization, and room-by-room design guidance. Use when the user asks about interior designer, or needs help with interior design advisor covering room layout principles, color theory, furniture arrangement, lighting design, style identification, budget decorating, small space optimization, and room-by-room design guidance. Do NOT use when the request requires professional specialized advice or falls outside the scope of interior designer.
37 -
ferroxlabs Bundle Diy PlannerDIY home improvement project planner with project scoping, tool and material requirements, step-by-step guides, safety precautions, skill assessment, budget estimation, and guidance on when to DIY versus hiring a professional. Use when the user asks about diy planner, or needs help with diy home improvement project planner with project scoping, tool and material requirements, step-by-step guides, safety precautions, skill assessment, budget estimation, and guidance on when to diy versus hiring a professional. Do NOT use when the request requires professional specialized advice or falls outside the scope of diy planner.
37 -
ferroxlabs Bundle Diy Vs HireEvaluates whether a home improvement project should be done as DIY or by hiring a professional. Analyzes skill requirements, safety factors, permit needs, time investment, and cost-benefit trade-offs to produce a recommendation with rationale. Use when the user asks whether to do a project themselves or hire someone, wants to know if a job requires a professional, or is deciding between DIY and contractor for a specific task. Do NOT use for finding or vetting contractors, project budgeting (use renovation-budget instead), or scheduling home maintenance tasks.
37 -
ferroxlabs Bundle Gift FinderGift recommendation engine with suggestions by relationship, occasion, budget, and interests, plus experience gift ideas, DIY options, group gift coordination, gift registry creation, wrapping ideas, and card message templates. Use when the user asks about gift finder, or needs help with gift recommendation engine with suggestions by relationship, occasion, budget, and interests, plus experience gift ideas, diy options, group gift coordination, gift registry creation, wrapping ideas, and card message templates. Do NOT use when the request requires professional specialized advice or falls outside the scope of gift finder.
37 -
ferroxlabs Bundle Woodworking MasterComprehensive woodworking guide covering tool selection by budget level, joinery techniques from basic to advanced, wood species selection, project planning methodology, finishing techniques, shop safety protocols, and a structured beginner-to-advanced project progression. Use when the user asks about woodworking master or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.
37 -
ferroxlabs Bundle Family Trip PlannerCreates age-calibrated family trip itineraries with kid-friendly pacing, nap and meal windows, backup indoor activities, and family logistics. Gathers destination, dates, children's ages, family interests, and budget to produce a day-by-day schedule optimized for families with children. Use when the user asks to plan a family vacation, create a kid-friendly itinerary, organize a trip with children, or build a family travel schedule. Do NOT use for adult-only trips (use trip-itinerary-builder), solo travel (use solo-travel-planner), or group travel without children.
37 -
ferroxlabs Bundle Conference OrganizerComplete guide to organizing conferences and large events covering venue selection, speaker management, agenda design, sponsorship acquisition, registration systems, A/V requirements, volunteer coordination, post-event follow-up, and budget management. Use when the user asks about conference organizer or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.
37 -
ferroxlabs Bundle Family Travel ExpertPlan stress-free family trips with guidance on kid-friendly destinations by age, packing for families, car trip survival, flying with children from infants to teens, accommodation selection, activity planning, travel documents for minors, managing expectations, and budget-friendly family travel strategies. Use when the user asks about family travel expert, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of family travel expert or requires a different specialized skill.
37 -
ferroxlabs Bundle Plan A WeddingGuides the user through the complete wedding planning process from budget setting through day-of coordination, chaining budgeting, event planning, vendor management, and timeline skills across multiple categories. Use when the user wants to plan a wedding, organize a marriage ceremony, or coordinate a wedding celebration. Do NOT use for elopement logistics, vow renewal ceremonies, or corporate event planning.
37 -
ferroxlabs Bundle Video ProducerComplete video production guidance from pre-production planning through post-production delivery. Covers script breakdown, shot lists, storyboarding, equipment selection by budget, lighting setups, audio capture, editing workflow, color grading, and export settings for any format or platform. Use when the user asks about video producer or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.
37 -
ferroxlabs Bundle Proposal WriterTechnical proposal writing expert covering proposal structure (problem, solution, approach, timeline, budget), executive summary, technical approach section, risk mitigation, competitive differentiation, pricing strategies, and review process. Use when the user asks about proposal writer, proposal writer best practices, or needs guidance on proposal writer implementation. Do NOT use when the user needs a different specialized skill or is asking about an unrelated technology domain.
37
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 state-law-applicability, settlement-distribution, outside-counsel-billing-and-performance-reviewer-carl-ditzler. 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.