The finance skills worth loading first are Victor (CFO, $19), Petra (FP&A Analyst, $19), Miles (Financial Analyst, $19) and Clara (Controller, $19). Each is a SKILL.md file you upload to Claude once; it then structures board packs, variance analysis, valuations or close checklists from figures you paste in. None of them can reach your accounting system, and none should be trusted to do the arithmetic unchecked.
Prices checked against the live catalogue in September 2026. By the KissMySkills team.
Which skill matches which finance job?
Pick by the task in front of you, not by seniority. A CFO doing a variance walk wants Petra, not Victor. For roles outside finance, browse all Claude skills.
Bought separately that is $95 for all five. For agents that run the finance workflow end to end instead, the Finance Agent Bundle has five finance agents for $99. Every skill is a one-time purchase with a 30-day money-back guarantee - no subscription.
What does each one actually produce?
Victor works at the narrative layer: turning a set of numbers into the argument a board or an investor needs to hear, in the order they expect it. Best when the figures are settled and the framing is the hard part.
View Victor →
Petra builds the budget structure, runs the variance walk line by line, and writes the plain-English explanation of why a number moved - the part non-finance stakeholders actually read.
View Petra →
Miles is the one for a DCF structure, an earnings-report read-through, or an investment case argued from your own numbers. It lays out the model and the assumptions; you still check every calculation.
View Miles →Clara (Controller, $19) covers the close, reconciliations and policy memos; Bruno (Cash Flow Analyst, $19) covers 13-week cash flow and runway. The wider Finance & Accounting collection holds 90 skills; the AI Finance Agents collection holds the agent versions. If you want the method rather than a loaded persona, the Legal & Finance Prompt Library ($9) covers cash flow, pricing models and board reporting as copy-paste prompts.
Deeper guides on the same work: using Claude as a CFO, running a whole finance team on Claude, and AI prompts for legal and finance.
How do you install a finance skill in Claude?
One supported route, three steps:
- After purchase you download a ZIP containing
SKILL.mdat the root of the archive. Do not unzip it. - In the Claude desktop app open Customize → Skills and upload the ZIP.
- Toggle the skill on, then paste your figures and ask for the analysis, model or board section you need.
The native skills feature requires a paid Claude plan - Pro, Max, Team or Enterprise - with code execution enabled. If you are on the free plan, or working in ChatGPT or Gemini, open the SKILL.md file, copy its contents, and paste them into custom instructions instead. Same instructions, no toggle. Older guides telling you to paste a skill into the "system prompt" or into Project Instructions are out of date.
What will these skills not do?
Worth reading before you buy, because this is where finance teams get burned:
- They cannot reach your ledger. There is no NetSuite, Xero or QuickBooks connection. You paste figures in by hand or upload a file. The skill supplies method, not data.
- Check the arithmetic. Language models make calculation errors and state them with total confidence. Use these skills for structure, framing and narrative; re-run the totals in a spreadsheet before anything reaches a board.
- Garbage assumptions produce a polished forecast anyway. Feed Bruno an optimistic collections assumption and you get a clean, well-argued, wrong runway number. The model will not push back on an input it has no way to verify.
- This is not accounting, audit or investment advice. A skill file is a structured prompt, not a licensed professional. Anything with statutory, tax or regulatory consequence needs a qualified human to sign it.
- Check your data policy before pasting. Pre-release financials, cap tables and payroll are the sort of material many companies prohibit putting into consumer AI tools. Confirm your plan’s data-retention settings and your own internal policy first.
- Jurisdiction and standards are on you. The skill does not know whether you report under IFRS or US GAAP, or which revenue recognition treatment your auditor accepted last year, unless you tell it.
Worth it if more than one seat in the team needs covering, or if the work spans planning, close and cash rather than sitting in one lane. Otherwise buy the single skill that matches the job.
View Finance Agent Bundle →In summary
Board and strategy work: Victor (CFO). Budgeting and variance: Petra (FP&A). Valuation: Miles. The close: Clara. Cash and runway: Bruno. $19 each, $95 for all five. For agents that run the workflow end to end, see the Finance Agent Bundle ($99 for five finance agents). One-time purchases, 30-day money-back guarantee. Upload the ZIP in Claude under Customize → Skills, or paste the SKILL.md contents into custom instructions in ChatGPT or Gemini.
Finance Agent Bundle - All 5 AI Finance Agents
Five finance agents in one download: CFO strategy, budget planning, financial analysis, cash flow and investor reporting. $195 bought separately.
KissMySkills is a marketplace of 2,000+ AI skills, 300+ prompt packs, 100+ agents & free tools for Claude, ChatGPT & any AI chat. 30-day money-back guarantee.
