The finance skills worth loading first are Victor (CFO, $14.99), Petra (FP&A Analyst, $14.99), Miles (Financial Analyst, $14.99) and Clara (Controller & Accountant, $14.99). 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 August 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.
| Skill | Reach for it when you need | Price |
|---|---|---|
| Victor - CFO | A board pack narrative, a fundraising story, a capital allocation argument | $14.99 |
| Petra - FP&A Analyst | A budget build, a variance walk, a base/bull/bear scenario set | $14.99 |
| Miles - Financial Analyst | A DCF structure, an earnings read-through, an investment case | $14.99 |
| Clara - Controller & Accountant | A close checklist, a reconciliation walkthrough, an accounting policy memo | $14.99 |
| Bruno - Cash Flow & Forecasting | A 13-week cash flow, a runway calculation, a collections plan | $14.99 |
All five together are $63.99 in the Finance Agent Bundle. 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 & Accountant, $14.99) covers the close, reconciliations and policy memos; Bruno (Cash Flow & Forecasting, $14.99) covers 13-week cash flow and runway. The wider Legal & Finance collection holds 12 skills; the AI Finance Agents collection holds the agent versions.
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:
For board and strategy work take Victor (CFO) at $14.99; for budgeting and variance take Petra (FP&A) at $14.99; for valuation work take Miles at $14.99; for the close take Clara at $14.99; or all five in the Finance Agent Bundle at $63.99. 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.
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