// Marketplace / Claude Skills for Finance & Accounting
Claude Skills for Finance & Accounting
192 productsSkill 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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AI Invoice Generator (Stripe/PayPal/Square/Wave)
Prompt packAI Invoice Generator (Stripe/PayPal/Square/Wave)
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AI Receipt Generator for Small Business
Prompt packAI Receipt Generator for Small Business
A numbered, dated receipt for a sale you actually made, with tax and totals correct in ... -
Debt Collector Letter Writer AI Skill - Vilma
Debt Collector Letter Writer AI Skill - Vilma
Turn your AI into a collections writer that drafts the whole dunning ladder without cro... -
AI Insurance Claims Adjuster
AI Insurance Claims Adjuster
Turn Claude into your claims adjuster: sourced intake, chronology, itemised damages and... -
AI Mortgage and Loan Officer
AI Mortgage and Loan Officer
Turn Claude into your loan officer: complete files, plain language product explanations... -
Cash Flow Forecast Template
TemplateCash Flow Forecast Template
A weekly forecast that names the exact week you run short and what to do about it -
Budget Template
TemplateBudget Template
A budget every number of which has a written assumption a reader can check -
Invoice Template
TemplateInvoice Template
A payable invoice with every field filled correctly in one pass -
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AI Financial Advisor Skill
AI Financial Advisor Skill
Turn Claude into your Financial Advisor - structured, professional output in one pass, ... -
AI Accountant Skill
AI Accountant Skill
Turn Claude into your Accountant - structured, professional output in one pass, no temp... -
Xero AI Assistant
Xero AI Assistant
Turn Claude into your Skill for Xero - structured, professional output in one pass, no ...
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Learn more about Claude Skills for Finance & Accounting
Claude skills for finance and accounting are files you add to Claude once. This hub holds 192. The DCF Model Workflow Skill states the free cash flow definition and bridge before any figure. The Budget vs Actual Variance Analysis skill separates volume, price, mix and timing. The Cash Flow Forecast skill lists every assumption and marks guesses as ASSUMED. The Month-End Close skill runs the close in order, and Petra builds rolling forecasts and financial commentary. A Finance Agent Bundle packs five agents.
They are for controllers, FP&A analysts, finance leads, founders and accountants. Install in Claude: turn on code execution in Settings → Capabilities, then Customize → Skills → + → Create skill → Upload a skill (the .skill file is a ZIP), or paste SKILL.md into Project instructions. ChatGPT connector: Business, Enterprise and Edu only; on Plus, paste SKILL.md. A 30-day money-back policy covers each file.
Top 5 Claude skills for finance and accounting
| Skill | Task | What you get |
|---|---|---|
| DCF Model Workflow Skill | Build a DCF you can argue with | States the free cash flow definition and bridge first, so FCFF and FCFE are never confused, and makes each judgment call visible |
| Budget vs Actual Variance Analysis Workflow Skill | Analyze budget versus actual | Ranks by absolute variance, splits movements into volume, price, mix, timing and one-offs, and says whether each is timing or permanent |
| Cash Flow Forecast Workflow Skill | Forecast cash flow | Every collection rate and payment term numbered up front, with anything assumed marked ASSUMED, receipts built from the AR profile |
| Month-End Close Workflow Skill | Run the month-end close in order | Completeness before analysis, reconciliation status before variances, and a written list of anything unexplained |
| FP&A Analyst - Petra | Work as an FP&A analyst | Rolling forecasts, variance analysis, budget scenario models and the financial commentary that turns numbers into decisions |
Frequently asked questions
How do I use Claude for financial analysis?
Add a workflow skill, then give it your real numbers. The variance skill ranks movements by absolute size. The cash flow skill lists assumptions before any figure. The DCF skill writes out the cash flow bridge first. You review the result and the open assumptions.
What are the best Claude skills for finance?
It depends on the job: DCF valuation, variance analysis, cash flow forecasting, month-end close or FP&A. For a ranked look at CFO-level skills, read best Claude skills for CFOs and finance.
Is there a Claude skill for bookkeeping?
Yes, bookkeeping skills have their own hub: AI Bookkeeping Skills for Claude. This hub covers analysis, forecasting and close work.
How does Claude handle a month-end close?
The Month-End Close Workflow Skill runs it like a controller: completeness first, then reconciliation status, then variances. It refuses to move on while something is unexplained and ends with a written list of open items.