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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mariourquia Bundle Reporting Finance Ops Lead Residential MultifamilyFinance operations and reporting leader. Owns the close calendar, variance reporting, forecast accuracy measurement, covenant calculations, investor / lender reporting packages, and reference-library updates for finance-domain references (COA, covenant calc methodology, fund accounting policies). Serves as the final QA before asset-, portfolio-, or executive-level finance outputs are deemed `final`.
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mariourquia Bundle Capex Estimate GenerationProduces line-item capex estimates for a defined scope using the capex library, labor rates, material costs, and overlay contingency and escalation. Output is a structured estimate suitable for bid leveling, prioritization, or budget inclusion.
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evolution-foundation Skill Fin Sox TestingGenerate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.
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evolution-foundation Skill Fin Financial StatementsGenerate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.
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finsilabs Bundle Ab Testing PricingTest different price points with proper statistical rigor to find the revenue-maximizing price while tracking conversion rate and margin impact
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finsilabs Bundle Cogs Tracking AllocationTrack cost of goods sold and landed costs using your platform's built-in tools or accounting integrations to compute accurate gross margin per order
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finsilabs Bundle Currency Hedging ManagementManage foreign exchange risk for multi-currency ecommerce with FX rate tracking, hedging strategies, and realized/unrealized gain-loss accounting
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finsilabs Bundle Invoice Generation AutomationGenerate professional invoices automatically with custom branding, payment terms, line item details, tax breakdowns, and integration with accounting systems
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finsilabs Bundle Accounts Receivable AutomationAutomate B2B accounts receivable with invoice generation, payment tracking, dunning sequences for past-due invoices, and aging analysis dashboards
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finsilabs Bundle Dynamic PricingAutomatically adjust prices based on demand signals, competitor prices, and inventory levels to maximize revenue and stay competitive
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peterbamuhigire Skill Strategy Creator MonetisationUse when the main deliverable concerns creator revenue options, eligibility, rate cards, partnerships, and owned products; use premium-social-selling when that neighbouring workflow owns the primary decision.
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majesticlabs-dev Skill Account ExpansionGrow and retain existing customer revenue through health evidence, value reviews, expansion triggers, respectful win-back, and in-relationship referral asks. Use when preparing QBRs, evaluating an upsell, responding to churn risk, or re-engaging a former customer.
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jshsakura Skill Healthcare AdminUse when a task involves healthcare administration: revenue cycle management, HIPAA/compliance auditing, medical coding (ICD-10, CPT, DRGs), CMS cost reports, payer contract analysis, quality improvement, clinical operations, health IT/interoperability, population health, or pharmacy benefits.
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kmshihab7878 Bundle Market FunnelSales funnel analysis engine mapping conversion paths, identifying drop-off points, and recommending optimizations with revenue impact.
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clawlink-hq Skill Zoho BooksZoho Books integration for AI agents via ClawLink — browser login, no API key setup. Connect Zoho Books through ClawLink's hosted setup to manage invoices, bills, contacts, bank accounts, purchases, and accounting workflows. Use this skill when the user wants to work with Zoho Books (Payments & Finance) — connect Zoho Books, read or update Zoho Books data, or take actions in Zoho Books from chat instead of saying you cannot access it.
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clawlink-hq Skill Zoho InvoiceZoho Invoice integration for AI agents via ClawLink — browser login, no API key setup. Connect Zoho Invoice through ClawLink's hosted setup to create and send invoices, track payments, and manage billing. Use this skill when the user wants to work with Zoho Invoice (Payments & Finance) — connect Zoho Invoice, read or update Zoho Invoice data, or take actions in Zoho Invoice from chat instead of saying you cannot access it.
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elophanto Skill Indie Saas ShipperUse when shipping a small, paid SaaS micro-tool from idea → live → first dollar. Goes against "build it and they'll come" — every step has a kill criterion, a 14-day-to-first-dollar default budget, and forces distribution before code. Geography-neutral (Stripe/LemonSqueezy), no platform middlemen.
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mariourquia Bundle Capex PrioritizerEvaluates competing capital expenditure projects using IRR/NPV, interaction effects, residual value at disposition, covenant impact, replacement cost benchmarking, and 'do nothing' deferral cost analysis. Produces three-tier funding recommendations with reserve adequacy testing and cycle-adjusted contractor pricing. Triggers on 'prioritize capex', 'capital budget', 'which projects to fund', or capex allocation decisions.
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mariourquia Bundle Dev Proforma EngineBuilds a full ground-up development pro forma at monthly granularity from land closing through construction, lease-up, and stabilization. Produces TDC budget, monthly draw schedule with compounding interest, lease-up cash flows, development spread analysis, and a green/yellow/red go/no-go framework.
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mariourquia Bundle Rent Roll T12 TieoutReconciles a normalized rent roll against a normalized T-12 on a stated, consistent basis (annualized contractual vs recognized accrual; collected cash out of scope) and never forces a tie. Reconciles base rent, recoveries and other income (jointly, per the canonical chart), occupancy, and the EGI / NOI-revenue bridge; classifies each gap as mapping, timing, or missing on a deterministic signature; surfaces residual_unexplained; and routes every untied dimension to human review. Triggers on 'tie out the rent roll to the T-12', 'reconcile contractual rent to actuals', 'NOI bridge from the rent roll', or 'revenue leakage check'.
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mariourquia Bundle Vendor Invoice ValidatorValidates vendor invoices against contract terms, scope of work, and market rates. Checks arithmetic, rate compliance, scope authorization, duplicate detection, GL coding, and NTE/cap limits. Assigns APPROVED, APPROVED WITH FLAGS, or HOLD FOR REVIEW verdict.
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mariourquia Bundle Rent Optimization PlannerQuantitative rent optimization framework with loss-to-lease waterfall analysis, renewal probability modeling, effective rent NPV comparison across aggressive/moderate/retention strategies, valuation impact quantification, and market cycle overlay. Maximizes long-term property value, not just next-quarter revenue. Triggers on 'rent raise plan', 'rent optimization', 'loss-to-lease', 'renewal pricing', or when planning rent increases across a portfolio.
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mariourquia Bundle Construction Cost EstimatorProduces ground-up construction cost estimates by CSI MasterFormat division with regional adjustments, soft cost layering, contingency framework, and sensitivity analysis. Accepts floor plans, building drawings, or text descriptions as input. Can generate ASCII floor plans and building mockups for co-creation design loops with real-time cost feedback. Triggers on 'estimate construction costs', 'how much to build', 'construction budget', 'TDC estimate', 'hard cost estimate', 'development cost', 'price this floor plan', 'what would this cost to build', or when given a project description, drawing, or floor plan.
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mariourquia Bundle Variance Narrative GeneratorGenerates ownership-ready variance narratives from budget-vs-actual reports. Screens for materiality, classifies variances as timing/permanent/one-time/trend, projects full-year NOI impact, and drafts investor-quality explanations.
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mariourquia Bundle Construction Budget Gc AnalyzerBenchmarks a GC's construction budget against market costs by CSI division, evaluates contract structure (GMP vs. cost-plus vs. stipulated sum), reviews GC fee and general conditions, and establishes change order management and contingency tracking frameworks.
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mariourquia Bundle Operating Statement To DatabaseTransforms a tokenized/extracted operating statement (any line type: actual, budget, reforecast, prior-year; any period grain; monthly, quarterly, annual-summary, or multi-scenario) into validated, account-level, period-level database records mapped to the canonical chart of accounts. Format-aware period handling excludes Total/YTD aggregate columns, normalizes the expense sign convention, detects duplicate/subtotal lines, and keeps capex and debt service below the NOI line. Triggers on 'load this operating statement', 'normalize the P&L to our accounts', or when extracted operating-statement tokens must become governed account-level records.
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publieople Skill Omni BudgetConfigure spending limits, token quotas, and rate-limit policies per API key or globally. Inspect current consumption and enforce cost controls across providers.
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publieople Skill Omni SettingsRead and update global application settings: system prompts, thinking budget, IP filters, payload rules, combo defaults, and require-login configuration.
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rheinmir Skill Wiki RoomMở room (subagent 1 tầng) nạp chi tiết wiki khi context phiên chính đã rot — depth cap=1, budget cứng, circuit breaker. Trigger: 'mở room', 'context rot', 'nạp thêm chi tiết wiki', 'đào sâu wiki', '/wiki-room'.
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tuanductran Bundle Hr ManagementHelp HR directors, HRBPs, and People leaders manage the HR function effectively, including HR team leadership, HR department planning, budgeting, governance, performance management for HR teams, and building HR function credibility. Use when asked to manage the HR team, build the HR department, set HR team goals, plan the HR budget, improve HR function effectiveness, or lead the HR organization.
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dabit3 Skill HonchoConfigure and use Honcho memory with Sonic -- cross-session user modeling, multi-profile peer isolation, observation config, dialectic reasoning, session summaries, and context budget enforcement. Use when setting up Honcho, troubleshooting memory, managing profiles with Honcho peers, or tuning observation, recall, and dialectic settings.
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clawlink-hq Skill HarvestHarvest integration for AI agents via ClawLink — browser login, no API key setup. Connect Harvest through ClawLink's hosted setup to track time, manage projects, and invoice clients. Use this skill when the user wants to work with Harvest (Productivity) — connect Harvest, read or update Harvest data, or take actions in Harvest from chat instead of saying you cannot access it.
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clawlink-hq Skill FreeagentFreeAgent integration for AI agents via ClawLink — browser login, no API key setup. Connect FreeAgent through ClawLink's hosted setup to manage invoices, estimates, bills, contacts, banking, and accounting reports. Use this skill when the user wants to work with FreeAgent (Payments & Finance) — connect FreeAgent, read or update FreeAgent data, or take actions in FreeAgent from chat instead of saying you cannot access it.
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clawlink-hq Skill MoneybirdMoneybird integration for AI agents via ClawLink — browser login, no API key setup. Connect Moneybird through ClawLink's hosted setup to manage invoices, expenses, and accounting for small businesses. Use this skill when the user wants to work with Moneybird (Payments & Finance) — connect Moneybird, read or update Moneybird data, or take actions in Moneybird from chat instead of saying you cannot access it.
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clawlink-hq Skill FreshbooksFreshBooks integration for AI agents via ClawLink — browser login, no API key setup. Connect FreshBooks through ClawLink's hosted setup to manage clients, projects, invoices, expenses, and accounting for your business. Use this skill when the user wants to work with FreshBooks (Payments & Finance) — connect FreshBooks, read or update FreshBooks data, or take actions in FreshBooks from chat instead of saying you cannot access it.
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jsgforever Bundle Key DerivationThis skill should be used when the user asks to "derive keys", "use Type42", "use BRC-42", "derive child keys", "use BIP32", "use HD keys", "create mnemonic", "convert mnemonic to key", "derive BAP identity keys", "derive encryption keys", or mentions key derivation, hierarchical deterministic wallets, invoice numbers, or child key generation on BSV.
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 Reporting / Finance Ops Lead (Residential Multifamily), Capex Estimate Generation, fin-sox-testing. 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.