// 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 Expense Report Generator Skill
AI Expense Report Generator Skill
Turn Claude into your Expense Report Generator - structured, professional output in one... -
AI P&L Builder Skill
AI P&L Builder Skill
Turn Claude into your P&L Builder - structured, professional output in one pass, no tem... -
AI Purchase Order Generator Skill
AI Purchase Order Generator Skill
Turn Claude into your Purchase Order Generator - structured, professional output in one... -
AI Balance Sheet Generator Skill
AI Balance Sheet Generator Skill
Turn Claude into your Balance Sheet Generator - structured, professional output in one ... -
Chief Accounting Officer AI Skill - Vasilisa
Chief Accounting Officer AI Skill - Vasilisa
Turn a messy finance mandate into an assigned plan: the right specialist on each workst... -
Investor Relations Manager AI Skill - Ulrika
Investor Relations Manager AI Skill - Ulrika
Run investor relations properly: a coherent equity story, an earnings package that hold... -
Construction Accountant AI Skill - Severin
Construction Accountant AI Skill - Severin
Get contract accounting right: an honest WIP schedule, defensible estimates at completi... -
Real Estate Accountant AI Skill - Rosalba
Real Estate Accountant AI Skill - Rosalba
Run property books that tie: straight-line rent and recoveries done right, a defensible... -
Business Valuation Analyst AI Skill - Ivarr
Business Valuation Analyst AI Skill - Ivarr
Produce a valuation that survives review: defensible approach and inputs, a stress-test... -
Financial Crime Analyst AI Skill - Nerissa
Financial Crime Analyst AI Skill - Nerissa
Make the AML programme defensible: tuned monitoring with evidence, clean due diligence,... -
Fund Accountant AI Skill - Kolbjorn
Fund Accountant AI Skill - Kolbjorn
Run the fund's books correctly: waterfall and carry recomputed from the LPA, clean capi... -
Fixed Asset Accountant AI Skill - Dorotea
Fixed Asset Accountant AI Skill - Dorotea
Get ASC 842 and the fixed asset register right: complete lease population, defensible d... -
Stock Plan Administrator AI Skill - Evrard
Stock Plan Administrator AI Skill - Evrard
Run equity properly: the right grant type, correct ASC 718 expense, clean withholding, ... -
Sales Tax Specialist AI Skill - Oksana
Sales Tax Specialist AI Skill - Oksana
Get indirect tax under control: nexus and registration decisions, correct taxability, a... -
Transfer Pricing Specialist AI Skill - Sylvain
Transfer Pricing Specialist AI Skill - Sylvain
Set and defend intercompany pricing: functional analysis, method selection with reasons... -
Revenue Accounting Manager AI Skill - Benedetta
Revenue Accounting Manager AI Skill - Benedetta
Get revenue right under ASC 606: the five-step analysis on your real contracts, the all... -
Corporate Controller AI Skill - Cornelius
Corporate Controller AI Skill - Cornelius
Assess the close, the controls, the tax posture, and the treasury position, then route ... -
ESG Analyst AI Skill - Ymir
ESG Analyst AI Skill - Ymir
Treat a sustainability claim like a financial number: with a boundary, a methodology, a... -
Technical Accounting Specialist AI Skill - Vesalia
Technical Accounting Specialist AI Skill - Vesalia
Walk the five-step revenue model in order, classify leases on their real mechanics inst... -
Internal Controls Analyst AI Skill - Ottone
Internal Controls Analyst AI Skill - Ottone
Answer one question in depth: does this system of controls actually prevent or detect a... -
Fraud Investigator AI Skill - Leopold
Fraud Investigator AI Skill - Leopold
Get called in after something already looks wrong, and treat the evidence like it might... -
Crypto Tax Reporter AI Skill - Halcyon
Crypto Tax Reporter AI Skill - Halcyon
Turn a messy pile of exchange exports and wallet histories into a clean, defensible gai... -
Corporate Tax Advisor AI Skill - Anwen
Corporate Tax Advisor AI Skill - Anwen
Work at the strategy layer: entity structure, transfer pricing, and where the company h... -
Tax Preparer AI Skill - Godric
Tax Preparer AI Skill - Godric
Organize source documents with a named intake checklist, run a standing missed-deductio...
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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.