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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conectlens Skill BusinessBusiness planning, KPI, budget, investor update, and operating templates.
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conectlens Skill Budget PlannerConvert spending goals and constraints into a practical budget plan. This is not financial advice.
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conectlens Skill Finance AnalystExplains financial reports, KPI movement, budget scenarios, and revenue experiments without pretending to provide certified advice.
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conectlens Skill Revenue Experiment PlannerPlan a revenue experiment with hypothesis, segment, offer, success metric, and guardrails.
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noorqureshi Skill Web IdorInsecure Direct Object Reference / broken access control on web objects. Load when a request references an object by id you can change: /account/1234, ?invoice=987, UUIDs in URLs/bodies, "download", "view", "edit" endpoints, numeric or guessable identifiers, or multi-tenant apps. Signals: sequential IDs, object refs in JSON, role/owner not re-checked.
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vivy-yi Skill Policy Compliance Check费用标准合规检查 — 对照公司报销制度,判断报销项目是否在规定标准内。 适用情形:invoice-verification 通过后,对照报销制度进行标准合规判断。 核心:城市系数 × 职级系数 × 项目类型 → 判断是否超标及处理路径。
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vivy-yi Skill Payroll Calculation月度薪资核算 — 从 [PAYROLL]/[HR] 获取考勤数据,计算员工薪资,核查异常。 适用情形:每月薪资核算时执行,从 [PAYROLL] 获取薪资数据, 与 [HR] 考勤核对,核查应发/扣款/实发金额,输出薪资核算报告。 核心:考勤核对 + 应发计算 + 扣款核查 + 实发确认。
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vivy-yi Skill Annual Budget Planning年度预算编制辅助 — 辅助财务部完成年度预算的汇总、平衡和审查。 适用情形:年度预算编制季(通常为 9-11 月),辅助各部门汇总预算、 检查部门间一致性、执行预算平衡测试,输出可提交审批的预算草案。 核心:增量预算 vs 零基预算方法选择 + 跨部门资源协调 + 压力测试。
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vivy-yi Skill Tax Withholding Review个税扣缴审核 — 核查 [PAYROLL] 个税计算准确性,核查专项附加扣除、计税收入。 适用情形:月度个税申报时执行,从 [PAYROLL] 获取扣税数据, 核查计税收入、专项附加扣除、税率适用,输出申报数据审核报告。 核心:计税收入核查 + 扣除项核查 + 税率核查 + 申报准确性。
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vivy-yi Skill Budget Adjustment Review预算调整审核 — 审核预算调整申请,判断是否批准及批准条件。 适用情形:部门提交预算调整申请(追加或削减)后, 财务部审核调整理由、业务影响和资金来源,输出批准/不批准/附条件批准结论。 核心:调整合理性评估 + 资金来源判断 + 审批层级建议。
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vivy-yi Skill Budget Execution Monitor预算执行监控 — 实时追踪各成本中心的预算执行情况,识别超预算风险。 适用情形:每月固定时间点(如月初 5 日)执行,生成全公司预算执行报告, 识别超预算/执行率异常的部门/科目,供管理层决策。 核心:实际 vs 预算 vs 承诺额三维度分析,输出执行率排名和预警清单。
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vivy-yi Skill Budget Variance Analysis预算差异分析 — 对超预算科目进行根因分析,区分"战略性超支"与"失控超支"。 适用情形:budget-execution-monitor 发现超预算项后, 对重点超预算科目执行差异分析,找出原因并给出处理建议。 核心:差异分解(量差/价差)+ 原因归类 + 决策建议。
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vivy-yi Skill Social Insurance Review社保公积金审核 — 核查 [PAYROLL] 增减员准确性、扣款正确性、缴纳及时性。 适用情形:月度社保公积金申报时执行,从 [PAYROLL]/[HR] 获取数据, 核查增减员变动、缴费基数、扣款金额,输出审核报告。 核心:增减员核查 + 基数核查 + 扣款核查 + 欠缴预警。
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vivy-yi Skill Triple Match Automation Ap应付三单匹配 — 校验采购订单、收货单和供应商发票的一致性。 适用情形:收到供应商发票时执行,将发票与 PO 和收货单核对, 识别金额/数量/价格差异,输出匹配结论供付款决策。 核心:PO vs GRN vs Invoice 三方交叉核对 + 差异分级处理。
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vivy-yi Skill Budget Execution Analysis预算执行分析 — 分析各科目预算执行进度,识别重大偏差并归因。 适用情形:月度/季度预算执行分析时执行,从 [ERP]/[BK] 获取预算和实际数据, 按科目/部门/产品线分析预算执行偏差,区分"合理偏差"和"须改善偏差"。 核心:执行率分析 + 偏差归因 + 预测调整 + 改善建议。
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vivy-yi Skill Financial Analysis Master财务分析主流程 — 整合利润分析 + 预算执行 + KPI 仪表盘 + 异常判断的综合分析。 适用情形:月度财务分析时执行,整合 profit-analysis、 budget-execution-analysis 和 kpi-dashboard,输出完整的财务分析报告。 核心:数据收集 → KPI 分析 → 异常诊断 → 根因归因 → 改善建议。
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vivy-yi Skill Transfer Pricing Review转让定价审核 — 核查 [ERP] 内部交易定价是否符合独立交易原则,评估转让定价风险。 适用情形:关联交易审核时执行,从 [ERP]/[IC] 获取内部交易数据, 对比市场价或成本加成,评估定价合理性,输出转让定价审核报告。 核心:定价核查 + 偏离度分析 + 风险评估 + 调整建议。
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vivy-yi Skill Intercompany Reconciliation内部往来对账 — 核查 [ERP] 母公司与子公司往来余额一致性,识别差异并处理。 适用情形:月末内部往来对账时执行,从 [ERP] 获取双方账面数据, 核查往来余额是否一致,识别未达账项,输出对账报告。 核心:余额核对 + 差异识别 + 未达账处理 + 调平确认。
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vivy-yi Skill Intercompany Guarantee Review关联担保审核 — 核查 [ERP] 关联担保余额是否超限,评估被担保方财务风险。 适用情形:关联担保审核时执行,从 [ERP]/[CASH] 获取担保数据, 核查担保余额/担保比例/到期情况,评估担保风险,输出审核报告。 核心:担保余额核查 + 超限检查 + 被担保方风险 + 到期预警。
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vivy-yi Skill Intercompany Accounting Master内部往来核算管理主流程 — 整合对账 + 转让定价 + 关联担保的综合管理。 适用情形:月末/季末关联交易管理报告时执行,整合 intercompany-reconciliation、 transfer-pricing-review 和 intercompany-guarantee-review,输出完整的关联交易管理报告。 核心:往来清晰 → 定价公允 → 担保合规 → 披露及时。
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eugenelim Bundle Process MappingUse when a team asks how an internal business operation works today or should work tomorrow across actors and handoffs. Produces a SIPOC scope, swimlane map, as-is/to-be flow, and pain-and-waste register. Use `journey-mapping` for the customer's experience, `service-blueprint` to connect a journey to backstage support, and `user-flow` for screens. Operating or product strategy belongs upstream; shaping an automation bet belongs to `frame-intent`; implementing workflow software belongs to engineering. Triggers on "map our monthly close process as it works today", "show the handoffs in our supplier invoice process", "design the to-be process for customer refunds".
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plamentsv Skill Token Flow TracingPerforms comprehensive token flow analysis by tracing all token entry and exit paths, verifying accounting consistency, detecting unsolicited transfer vectors, and identifying risks such as donation attacks, balance desynchronization, token type confusion, and side-effect-driven state changes.
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peterbamuhigire Bundle 12 AI Cost RunbookUse when producing or updating AI cost operations runbook for cost signals, budgets, attribution, anomaly response, containment, and current price evidence. Use slo-and-error-budget for the neighbouring concern; this skill owns the named document contract and its acceptance evidence.
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peterbamuhigire Bundle 03 Monitoring SetupUse when producing or updating monitoring and alerting specification for service indicators, dashboards, alerts, ownership, and runbook links. Use slo-and-error-budget for the neighbouring concern; this skill owns the named document contract and its acceptance evidence.
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peterbamuhigire Bundle 08 Saas Slo And Error Budget DocUse when defining SaaS availability, latency, tenant-impact SLIs, error budgets, burn alerts, exclusions, and response policy; use monitoring-setup to specify collection, dashboards, and alert implementation.
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peterbamuhigire Skill 18 Embedded Accounting Engine SrsUse when specifying software that touches money, inventory value, payroll, tax, grants, payments, assets, or financial reports; use the finance doctrine for accounting policy and current statutory facts.
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vivy-yi Skill Payroll Master薪资核算管理主流程 — 整合薪资计算 + 社保审核 + 个税审核的综合薪资管理。 适用情形:月度薪资管理报告时执行,整合 payroll-calculation、 social-insurance-review 和 tax-withholding-review,输出完整的薪资核算报告。 核心:薪资准确 → 社保合规 → 个税合规 → 按时发放。
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vivy-yi Skill Invoice Verification发票验真 — 对增值税发票进行自动化真伪验真和票面信息核对。 适用情形:收到发票后,在报销审核前,读取国家税务总局查验平台的验真结果。 核心:查验发票状态 + 核对票面信息 + 识别失控发票。
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cowork-os Bundle Earnings AnalyzerAnalyze quarterly and annual earnings reports including EPS beat/miss analysis, revenue trends, margin expansion, forward guidance parsing, and management commentary extraction.
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vishuwa2004 Bundle Decision Fate FreezingFreeze each tool result ID's replacement fate after it is observed so budget decisions stay deterministic across turns and forks.
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vishuwa2004 Bundle Budget Diminishing ContinueIssue continuation nudges while the turn stays under budget, then halt once diminishing returns or the budget cap justify stopping.
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vishuwa2004 Bundle Wire Shape Aligned BudgetingKeep each wire message’s aggregate tool_result size within the configured budget by compacting the largest fresh results first.
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vishuwa2004 Bundle Atomic Post Await State CommitAfter awaiting persistence work, update the shared budget state for each `tool_use_id` exactly once so no concurrent reader ever sees a half-committed decision.
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vishuwa2004 Bundle Reserved Summary Output BudgetReserve part of the context window for summary output so proactive compaction does not kill the response budget.
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openlabor Skill Budget AnalysisAnalyze budgets and spending
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nvidia-omniverse Bundle Renderer Constrained BackendBuild a renderer backend to a hard resource or capability budget — low VRAM, raster-only (no hardware ray tracing), or a portable/embedded GPU like OpenGL ES — where features must be baked, capped, or degraded rather than ported wholesale from the high-end backend. Use when Codex builds a low-end/portable backend, fits a GPU-memory budget, bakes materials instead of codegen, or makes a no-RT fallback match a reference renderer.
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 business, budget-planner, finance-analyst. 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.