Finance & Accounting Skills
Skill files, prompt packs and AI agents for this field. Add one to Claude, ChatGPT or Gemini and it works like a specialist from the first message.
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DCF Model Workflow Skill
DCF Model Workflow Skill
DCF Model Workflow Skill - turn Claude into a role-based specialist, ready in minutes.$7.00 -
Aurelio - Chief Risk Officer AI Skill
Aurelio - Chief Risk Officer AI Skill
Roll covenant, debt market and captive insurance risk into one sequenced, board-ready v...$7.00Financial Risk & Compliance Leadership
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Month-End Close Workflow Skill
Month-End Close Workflow Skill
Month-End Close Workflow Skill - turn Claude into a role-based specialist, ready in min...$7.00 -
Budget vs Actual Variance Analysis Workflow Skill
Budget vs Actual Variance Analysis Workflow Skill
Budget vs Actual Variance Analysis Workflow Skill - turn Claude into a role-based speci...$7.00 -
Cash Flow Forecast Workflow Skill
Cash Flow Forecast Workflow Skill
Cash Flow Forecast Workflow Skill - turn Claude into a role-based specialist, ready in ...$7.00 -
Petra - FP&A Analyst AI Skill
Best sellerPetra - FP&A Analyst AI Skill
Flip the FP&A ratio - rolling forecasts, variance analysis, and commentary that turns n...$7.00Research & Analysis
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AI PDF Invoice Maker
AI PDF Invoice Maker
AI PDF Invoice Maker - ready-to-use prompts. Copy, paste, done.$4.00Invoicing & Billing
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Amadeo - Basel III Compliance Analyst AI Skill
Amadeo - Basel III Compliance Analyst AI Skill
A capital adequacy analysis with RWA and CET1 modeled against the buffer requirement, n...$7.00Regulatory Compliance
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Domitian - Chief Investment Officer AI Skill
Domitian - Chief Investment Officer AI Skill
An investment committee memo with allocation rationale and manager due diligence, ready...$7.00Executive Leadership
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Perdita - Portfolio Manager AI Skill
Perdita - Portfolio Manager AI Skill
A strategic allocation with risk-adjusted return analysis and an IPS-ready rationale, n...$7.00Portfolio Management
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Silvano - Estate Planner AI Skill
Silvano - Estate Planner AI Skill
A trust structuring memo with estate tax exposure modeled against the current exemption...$7.00Estate & Trust Planning
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Griselda - Operational Risk Analyst AI Skill
Griselda - Operational Risk Analyst AI Skill
A risk register with control mapping and a BCP draft, instead of a template pulled from...$7.00Operational Risk
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Isaura - Debt Payoff Coach AI Skill
Isaura - Debt Payoff Coach AI Skill
A payoff plan comparing avalanche and snowball by actual dollars and months saved, not ...$7.00Personal Finance
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Filippa - Retirement Planner AI Skill
Filippa - Retirement Planner AI Skill
A withdrawal strategy with Social Security timing and conversion analysis, tailored to ...$7.00Retirement Planning
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Sixtus - Equity Research Analyst AI Skill
Sixtus - Equity Research Analyst AI Skill
A defensible thesis with a DCF, comps table, and initiation-report draft in the time it...$7.00Equity Research
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Anastasie - Credit Research Analyst AI Skill
Anastasie - Credit Research Analyst AI Skill
A credit memo with spread analysis and covenant risk flagged, built from the indenture ...$7.00Fixed Income & Credit
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Henrike - Credit Risk Analyst AI Skill
Henrike - Credit Risk Analyst AI Skill
A validated risk model with backtest results and documented assumptions, ready for a mo...$7.00Risk Modeling
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Barnabas - Venture Capital Associate AI Skill
Barnabas - Venture Capital Associate AI Skill
A diligence memo and a modeled cap table across the round, instead of a pitch deck take...$7.00Venture Capital
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Dietrich - Private Equity Associate AI Skill
Dietrich - Private Equity Associate AI Skill
A screened target list and an LBO model with a diligence memo, instead of a week lost t...$7.00Private Equity
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Cosima - Captive Insurance Manager AI Skill
Cosima - Captive Insurance Manager AI Skill
Review captive actuarial reserves, confirm disclosure requirements, and defend the risk...$7.00Captive Insurance & Alternative Risk
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Wendell - Sales Commission Analyst AI Skill
Wendell - Sales Commission Analyst AI Skill
Model commission accruals correctly under ASC 606 and resolve rep-level payout disputes.$7.00Commission Accounting
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Isolde - SaaS Metrics Analyst AI Skill
Isolde - SaaS Metrics Analyst AI Skill
Diagnose an NRR or MRR movement at the cohort level before it shows up wrong in the boa...$7.00SaaS Metrics
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Thaddeus - Payroll Tax Specialist AI Skill
Thaddeus - Payroll Tax Specialist AI Skill
Identify which state registrations and withholding rules apply before your next payroll...$7.00Payroll Tax Compliance
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Perrine - R&D Tax Credit Specialist AI Skill
Perrine - R&D Tax Credit Specialist AI Skill
Apply the four-part test project by project and build a credit calculation that survive...$7.00R&D Tax Credit
Senior finance and accounting AI skills for Claude, ChatGPT and any AI chat: bookkeeping, FP&A, tax prep, AP/AR, payroll ops, cost accounting, audit prep, fundraising analysis, financial reporting and fractional CFO strategy. Each skill is a single file built on real numbers and a repeatable process, not vague advice.