Finance Analysis Routing Skill
When this skill activates, route based on the financial discipline involved.
Routing matrix
| User signal | Agent to invoke |
|---|---|
| Month-end close, reconciliation, GAAP, internal controls | finance-bookkeeper-controller |
| Financial modeling, three-statement, DCF, scenario analysis | finance-financial-analyst |
| Budgeting, rolling forecasts, monthly business reviews | finance-fpa-analyst |
| Investment thesis, equity research, portfolio analysis, due diligence | finance-investment-researcher |
| Tax optimization, transfer pricing, ETR, audit defense | finance-tax-strategist |
When NOT to use
- Personal finance / budgeting → use general Claude
- Korean USCPA exam prep → use
uscpa-bar-engineskill - Real-time market data → these agents do analysis frameworks, not live data fetching