Results for “financial-reporting”
18 skillsquickbooks-automation
Automate QuickBooks Online operations including creating invoices, managing customers, querying accounts, and listing invoices for financial reporting.
66.9k
csrd
Expert CSRD (Corporate Sustainability Reporting Directive, EU 2022/2464) compliance advisor. Use this skill whenever a user asks about CSRD, European Sustainability Reporting Standards (ESRS), double materiality assessment, sustainability reporting obligations, ESG disclosure, CSRD scope and thresholds, value chain reporting, XBRL digital tagging, third-party assurance, CSRD gap assessments, CSRD implementation timelines, ESRS E1–E5 environmental standards, ESRS S1–S4 social standards, ESRS G1 governance, CSRD vs GRI/TCFD/SASB alignment, or any EU corporate sustainability reporting question. Trigger even if the user only mentions "ESG reporting Europe", "sustainability disclosure EU", or "non-financial reporting".
3 · bundle
More results
fiscal-briefing
Public finances briefing. Supports UK, US, and Australia. Produces a single compact briefing on borrowing, debt, receipts, spending, and fiscal rules. Optional debt sustainability analysis via the debtkit R package. User-selectable sub-components and multi-format export.
1k · bundle
analyzing-financial-statements
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
6 · bundle
analyzing-financial-statements
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
1 · bundle
finance-ops
AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'.
228 · bundle
status-reporting
Use when reporting progress, status updates, or completion of work to managers, stakeholders, or dependent agents. This skill defines a standard format for clear, consistent, and actionable status updates.
0
finance-finance-financial-analyst
Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.
2
ivx-ams-finance-ops
AI CFO briefings from QuickBooks exports, burn/runway, scenario modeling, and build-cost estimates. Use for CFO briefing, runway analysis, or development cost estimates.
0 · bundle
finance
Track stocks, ETFs, indices, crypto (where available), and FX pairs with caching + provider fallbacks.
1 · bundle
finance-finance-fpa-analyst
Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.
2
investor-materials
Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials that stay internally consistent across multiple assets.
226k
cfo-chief-financial-officer
Be the CFO with financial planning, cash management, fundraising, capital allocation, and strategic financial leadership.
1 · bundle
financial-retention
Implements financial records retention requirements across EU directives (5-7 years), SOX Section 802 (7 years), MiFID II (5-7 years), tax records, payment data, and AML obligations under AMLD. Maps financial data categories to statutory retention periods with cross-jurisdictional reconciliation. Activate for financial retention, SOX records, MiFID retention, AML retention, tax record keeping queries.
228 · bundle
money
Financial dashboard — track income, expenses, crypto, bank balances, budgets. Your personal CFO.
0
reporting
Reporting Templates
0
market
Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.
1 · bundle
cx-fraud-and-scam-signal
Use to surface fraud, scam and financial-crime signals that customers describe to support before detection systems see them, and to check whether agents recognised and routed them. Trigger for "are customers reporting scams", "new scam pattern targeting our customers", "did we spot the fraud signals", authorised push payment scams, "customer was coached by someone on the phone", or fraud reports arriving through support.
1