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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peterbamuhigire Bundle Governance And Board CharterUse when authoring a governance framework, board or committee charter, or delegation-of-authority matrix for an East African organisation; use `internal-controls-and-risk-framework` for control design and defer finance oversight rules to Chwezi Accounting Doctrine.
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peterbamuhigire Bundle Procurement Policy And ManualUse when authoring a procurement policy or procurement and disposal manual for an East African organisation; use proposal skills for bid responses, verify current PPDA or donor rules, and defer purchasing, payables, asset, inventory, and control doctrine to Chwezi Accounting Doctrine.
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latestaiagents Skill Slo Sli Error BudgetsImplement Service Level Objectives (SLOs), Service Level Indicators (SLIs), and error budgets. Use this skill when defining reliability targets, measuring service health, or balancing reliability vs velocity. Activate when: SLO, SLI, SLA, error budget, reliability targets, service level, uptime target, availability target, latency target, nine nines, 99.9%.
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40rty-ai Skill Shopify Admin Shipping Cost AnalysisRead-only: aggregates shipping revenue charged to customers vs. actual shipping line costs by carrier and method.
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40rty-ai Skill Shopify Admin Exchange Vs Refund RatioRead-only: tracks what percentage of returns become exchanges vs. refunds vs. store credit — measures revenue recovery rate.
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40rty-ai Skill Shopify Admin Discount Ab AnalysisCompare redemption rates and revenue performance across two or more discount codes over a specified date range.
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thelobbi Bundle Dynamics 365 Project OpsDeep expertise in Dynamics 365 Project Operations via Dataverse Web API — managing projects, work breakdown structures, tasks and milestones, time and expense entries, resource assignments, project contracts, invoice proposals, and billing actuals on the Project Operations business application layer built on Dataverse.
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40rty-ai Skill Shopify Admin Discount Roi CalculatorRead-only: calculates the true ROI of each discount code and automatic discount by comparing incremental revenue against discount cost.
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40rty-ai Skill Shopify Admin Top Product PerformanceRank products by revenue, units sold, and refund rate over a date range by aggregating order line items.
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finpeakinc Bundle SensortowerQuery Sensor Tower app intelligence through its API for app or publisher search, download and revenue estimates, top charts, DAU/WAU/MAU active users, publisher app portfolios, and advertising intelligence. Use when the user asks for Sensor Tower data, mobile app or game market estimates, app rankings, publisher titles, active-user metrics, competitor ad creatives, or SensorTower API lookups.
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aradotso Skill Revenue Centric Design PrinciplesApply 101 product-design, conversion, and behavioral-science principles to build SaaS products that convert, retain, and monetize
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rweisssieker-xp Skill Ax Migration Prediction AdvisorUse when predicting migration delay, budget drift, cutover risk, hypercare load, defect load, or project risk trends.
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rweisssieker-xp Skill Ax Migration Board Risk ForecasterUse when migration work needs board risk forecast, go-live probability, budget risk, test risk, scope risk, and executive trends.
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syncfusion Bundle Syncfusion Winforms Currency TextboxImplement currency input controls in Windows Forms applications using Syncfusion CurrencyTextBox. Use this skill when developers need to create currency entry fields with validation, formatting, decimal handling, positive/negative color coding, and clipboard support. Essential for financial forms, payment inputs, budget applications, and any scenario requiring validated currency input.
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rweisssieker-xp Skill Ax Migration License Cost OptimizerUse when migration work needs D365FO, Commerce, CRM, role, user, subscription, license, cost, and budget optimization.
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rweisssieker-xp Skill Ax Migration Project Drift DetectorUse when detecting project drift, scope creep, missing decisions, timeline risk, budget drift, or gate slippage.
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peterbamuhigire Bundle Financial ServicesUse when a proposal concerns banking, insurance, payments, mobile money, microfinance, digital finance, or financial inclusion; also apply the finance doctrine whenever money, ledger, tax, or accounting claims are in scope.
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ingridleiria Skill Revenue Analysis WorkbookRevenue Analysis Workbook
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ingridleiria Skill Revenue Concentration RiskMeasures how exposed a business is to losing a few relationships and how bad that would actually be. Produces Pareto and Herfindahl measures, top-N ratios read against risk bands, an anchoring score built from data signals rather than impressions, a fragility ranking that weights share by grip, a per-client failure scenario carrying replacement cost and replacement time in months, a portfolio revenue quality score out of one hundred, and a diversification gap expressed as a sales target. Use it whenever someone asks how concentrated their revenue is, what happens if the biggest client leaves, whether the client base is too dependent on a few accounts, how a buyer or investor will see the customer book, or says something vaguer like "we are too reliant on them" or "what is our exposure here".
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imtiazrayhan Skill Slo DefinerTurn a vague reliability goal into concrete SLIs, SLOs, an error budget, and burn-rate alerts — service-level indicators measured at the user-facing boundary, targets over a rolling window, and a written policy for what happens when the budget runs out. Use when a service has no defined reliability target, when on-call is noisy and alert-fatigued, or before you commit to an SLA you can't measure.
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mr-q526 Bundle Fintech Dashboard BasicUse when designing banking, finance, investment, payments, risk, and revenue dashboards. Basic version focused on precision, compliance cues, risk visibility, and decision context; emphasizes fast layout, obvious labels, a minimal section set, and a short checklist.
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peterbamuhigire Bundle Management Accounting DimensionsGoverned dimensions (cost centre, project, grant, donor restriction, department, branch, product line, customer, supplier, activity, currency, book) and the budget / variance / allocation / contribution-margin / donor-grant reporting they support. Use when designing or implementing management reporting, KPI dashboards, budget vs actual, project profitability, grant utilisation, contribution-margin analysis, or allocation rules. Applies in software, SRS, SDS, test plan, proposal, and business-plan contexts.
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peterbamuhigire Bundle Ifrs Financial InstrumentsAdvanced financial-instrument classification, measurement, impairment, derecognition, modification, hedge-accounting and risk-disclosure review under IFRS 9 and IFRS 7, with Sections 11 and 12 routing for IFRS for SMEs.
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peterbamuhigire Bundle Cost Accounting Methods---
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peterbamuhigire Bundle Ngo And Fund Accounting---
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peterbamuhigire Bundle Finance UX For Non AccountantsWorkflow-first UX for cashiers, clerks, managers, family-business users, and other non-accountants who must record sales, receive payments, buy stock, pay suppliers, run payroll, close drawers, and resolve exceptions safely while the underlying accounting stays clean. Use when designing any non-accountant-facing finance / accounting UI in a Chwezi product. Pairs with finance-ui-pattern-library, which provides the components and tokens.
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peterbamuhigire Bundle Fintech And Payments Pack---
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peterbamuhigire Bundle Ias Income Tax Deferred TaxIncome tax accounting under IFRS for SMEs Section 29 (practical default) and IAS 12 (full IFRS overlay). Current tax, deferred tax, temporary differences, recognition of deferred-tax assets, valuation allowance, tax-rate reconciliation, presentation. Use when corporate income tax, deferred tax, tax expense disclosure, or tax-rate reconciliation is in scope.
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peterbamuhigire Bundle Real Estate And Property Pack---
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peterbamuhigire Bundle Retail And Pos Accounting Pack---
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peterbamuhigire Bundle Hospitality And Restaurant Pack---
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peterbamuhigire Bundle Carbon And Emissions Accounting---
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peterbamuhigire Bundle Agribusiness And Cooperative Pack---
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peterbamuhigire Bundle School And Education Accounting Pack---
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peterbamuhigire Bundle Project And Contract Accounting---
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peterbamuhigire Bundle Digital Assets And Crypto Accounting---
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 governance-and-board-charter, procurement-policy-and-manual, slo-sli-error-budgets. 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.