The best Claude skills for finance turn Claude (or ChatGPT) into a working CFO, FP&A analyst, or controller — producing board-ready financial analysis, forecasts, and management reporting from your own numbers. The top picks for finance leaders are Victor (CFO), Petra (FP&A Analyst), Miles (Financial Analyst), and Clara (Controller & Accountant).
Last updated: June 2026 · By the KissMySkills team
Which Claude skill is best for finance work?
It depends on the job to be done. Here are the strongest finance skills and what each is built for.
| Skill | Best for | Price |
|---|---|---|
| Victor — CFO | Strategic finance, board decks, fundraising narrative | $39 |
| Petra — FP&A Analyst | Budgets, variance analysis, scenario models | $29 |
| Miles — Financial Analyst | Deep-dive analysis, valuations, investment cases | $39 |
| Clara — Controller & Accountant | Close process, reconciliations, accounting policy | $29 |
| Bruno — Cash Flow & Forecasting | 13-week cash flow, runway, forecasting | $29 |
Top finance skills, in detail
Drop Victor into Claude and get a strategic CFO: board packs, fundraising narratives, financial strategy and investor-ready analysis from your own data.
View Victor — CFO Skill ($39) →Petra builds budgets, variance analyses, and scenario models, and explains the story behind the numbers for non-finance stakeholders.
View Petra — FP&A Skill ($29) →Want the whole finance department? See the full Legal & Finance skills collection and the AI Finance Agents.
How do you use a finance skill in Claude?
- Buy the skill — the
.mdfile arrives by email instantly. - Paste its contents into Claude (Projects or custom instructions), ChatGPT, or Gemini.
- Share your numbers and ask for the analysis, model, or board section you need. No coding, no install.
In summary:
For strategic finance and board work choose Victor (CFO); for budgeting and planning choose Petra (FP&A); for deep analysis choose Miles; for the close and accounting choose Clara. All are one-time purchases ($29–$39), work in Claude, ChatGPT and Gemini with no coding, and come with a 30-day money-back guarantee.
Frequently asked questions
What is the best Claude skill for a CFO?
Victor — CFO AI Skill is the best all-round choice: it turns Claude into a strategic CFO that produces board packs, fundraising narratives and investor-ready financial analysis. For pure modelling and budgets, pair it with Petra (FP&A Analyst).
Can Claude do financial forecasting and analysis?
Yes. With a finance skill loaded, Claude builds forecasts, variance analyses, scenario models and management reports from the figures you provide. Skills like Bruno (Cash Flow & Forecasting) and Petra (FP&A) are purpose-built for this.
Do these finance skills work with ChatGPT and Gemini too?
Yes. Each skill is a plain markdown file you paste in as a system prompt or custom instruction, so it works with Claude, ChatGPT, Gemini and any AI chat that accepts instructions.
How much do finance AI skills cost?
KissMySkills finance skills are one-time purchases from $29 to $39, with no subscription and a 30-day money-back guarantee.
Related: Best Claude skills marketplaces (compared) · Best Claude skills for legal teams · Best Claude skills for executives