Packs

7 packs

@theheavenlyd3mon

Finance from theheavenlyd3mon/hermes-profiles.

2 skills · pack

@alirezarezvani

3 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting), SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, projections), and business investment advisor. 7 Python automation tools.

3 skills · pack

Finance Metrics

스타트업 핵심 지표 · 3-시나리오 재무 모델링 · 유닛 이코노믹스 2종 스킬 번들.

2 skills · pack

Billing Ops Triage

For support and finance teams: diagnose billing issues, manage subscriptions, and automate payment workflows.

3 skills · pack

@fivebucksventures

Multi-brand business operations agent — marketing, sales, customer success, finance, strategy, productivity for any active brand

38 skills · pack

Monetization to Billing Pipeline

For product managers and finance ops: brainstorm strategies, evaluate financial impact, then execute billing workflows.

4 skills · pack

@alirezarezvani

Enterprise / cross-functional Research Operations domain — the managed counterpart to the academic research/ domain. v2.9.0 ships 5 skills: orchestrator (context: fork) + clinical-research (study design: protocol synopsis + endpoint selection + sample-size/power for means/proportions/survival + phase-gate feasibility) + research-finance (R&D program budgeting with F&A split + burn/runway + capital

5 skills · pack

Results for “finance”

37 skills

finance-metrics-quickref

Look up SaaS finance metrics, formulas, and benchmarks fast. Use when you need a quick metric definition, formula, or benchmark during analysis.

Retrieves account balances from a personal finance board via its REST API.

Generates a single-page quarterly finance report with KPI cards, revenue and burn charts, a P&L summary table, highlights, and an outlook section.

Retrieves account balances from a self-hosted Sure personal finance board using its REST API.

Retrieves account balances from a self-hosted Sure personal finance board using its REST API.

finance-ai-tools

Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" mentioned.

More results

Fetches stock quotes, search, history, comparisons, and crypto prices from Yahoo Finance via a read-only Python script.

Interact with the Plaid finance platform via a CLI to link institutions, fetch account balances, and query transactions by date range.

Provides a bundle of standard operating procedures for legal and finance departments, covering accounting, bookkeeping, and financial management for SaaS businesses.

johnalbertini14-glitch

Interact with the Plaid finance platform to link bank accounts, fetch balances, and query transactions by date range using the plaid-cli tool.

research-finance

Manage R&D program budgets with F&A splits, track burn rate and runway against milestones, and route capitalize-vs-expense decisions to a named finance owner.

20.4k · bundle

Routes finance requests to the appropriate skill: financial-analyst for ratio analysis, DCF valuation, and budget variance, or saas-metrics-coach for ARR/MRR, churn, CAC/LTV, and NRR.

Manage YNAB budgets, accounts, categories, and transactions via a command-line interface.

johnalbertini14-glitch

Retrieves account balances from a personal financial board via its API.

ynab-automation

Automate YNAB budgeting operations through Composio's YNAB toolkit via Rube MCP, with tool discovery and connection management.

ramp-automation

Automate corporate finance operations on the Ramp platform: retrieve transactions, manage reimbursements, search expenses, view card details, and list users.

Guides founders through strategic finance, valuation narratives, and VC readiness using SaaS metrics and scenario analysis.

finance-billing-ops

Provides evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflows for sales snapshots, pricing comparisons, duplicate-charge diagnosis, or code-backed billing reality.

Guides funding a wallet with USDC via Coinbase Onramp, including checking status, opening the funding UI, and verifying the balance.

Track weekly funding rounds across configurable verticals with primary-source verification, per-round analysis, and risk assessment.

johnalbertini14-glitch

Adds USDC to the wallet via Coinbase Onramp, supporting Apple Pay, debit cards, bank transfers, and Coinbase account transfers.

financial-modeling

Build 3-scenario financial models (Base/Bull/Bear) for startups with templates by business model, unit economics, cohort analysis, and runway calculations.

Tracks revenue pipelines, monitors Stripe and analytics metrics, and automates financial reporting for SaaS businesses.

Provides guidance on using the QMT quantitative trading terminal, including strategy development, backtesting, and live trading for Chinese securities markets.

finance-based-pricing-advisor

Evaluate the financial impact of pricing changes using ARPU, conversion, churn risk, NRR, and payback analysis to make data-driven go/no-go decisions.

Interact with the Plaid finance platform via a CLI: link accounts from various institutions, query balances, and retrieve transactions by date range.

Tie out a fund NAV package end to end — assets, liabilities, capital, and per-share/per-unit price — proving the accounting equation, the price, and the day-over-day movement before the NAV is released.

Optimizes personal and business banking by assessing scenarios, structuring accounts, eliminating fees, and maximizing interest rates.

Production-ready financial analyst skill with ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. 4 Python tools (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.

Backtests quantitative trading strategies across 9 engines and 25 data sources, analyzes trade journals, and runs multi-agent research teams.

用 Serenity 的供应链卡点逆向投资逻辑分析美股/AI 供应链标的,产出专业投研报告,包含逆向链显形、卡点判据、估值与证伪门。

backtest-expert

Provides expert guidance for systematic backtesting of trading strategies, covering methodology, stress testing, bias prevention, and result interpretation.

Guides users through optimizing personal and business banking: choosing accounts, cutting fees, boosting interest, resolving disputes, and structuring finances.

aqr-factor-investing

Builds systematic factor-based investment strategies following AQR Capital Management's methodology, covering factor construction, portfolio optimization, and risk management.

Provides strategic financial frameworks for startup CFOs and finance leaders, including financial modeling, unit economics analysis, fundraising strategy, cash management, and board financial packages.

20.4k · bundle

fivebucksventures

invoice-collector

Daily overdue-invoice chaser. Pulls receivables from Xero, escalates reminder tone over time per the brand's finance playbook, drafts/sends Gmail reminders, tracks chase state in Notion, and posts a daily Slack digest. Runs daily on cron schedule.