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Finance & Accounting Skills
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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Cormac - Financial Controller AI Skill
Cormac - Financial Controller AI Skill
Own the close: a real close calendar, internal controls that hold up, and financials re... -
Kalani - Audit & Compliance Prep Specialist AI Skill
Kalani - Audit & Compliance Prep Specialist AI Skill
Get audit-ready: a PBC list, documented controls, and a data room organized before the ... -
Ottavia - Billing Manager AI Skill
Ottavia - Billing Manager AI Skill
Keep cash moving: a real AP approval workflow, a collections cadence, and DSO you can a... -
Selma - Bookkeeper AI Skill
Selma - Bookkeeper AI Skill
Keep your books clean: a real chart of accounts, monthly reconciliation, and financial ... -
Silas - Trading Psychology Coach AI Skill
Silas - Trading Psychology Coach AI Skill
Beat FOMO, revenge trading and tilt with concrete rules, routines and a pre-trade check... -
Roman - Trading Risk Manager AI Skill
Roman - Trading Risk Manager AI Skill
Trade a rules-based risk system: correct position sizing, loss limits and drawdown cont... -
Tessa - Trading Journal Coach AI Skill
Tessa - Trading Journal Coach AI Skill
Keep a real trading journal, track the right metrics, and get honest reviews that fix y... -
Rhys - TradingView Pine Script Developer AI Skill
Rhys - TradingView Pine Script Developer AI Skill
Turn a trading idea into a working, risk-managed TradingView Pine v5 strategy or indica... -
Kira - MetaTrader 5 Bot Builder AI Skill
Kira - MetaTrader 5 Bot Builder AI Skill
Set up MetaTrader 5 correctly, understand hedging vs netting, and size positions by risk. -
Kane - MetaTrader 4 Bot Builder AI Skill
Kane - MetaTrader 4 Bot Builder AI Skill
Set up MetaTrader 4 correctly: charts, indicators, EAs, orders and risk-based lot sizing. -
Aleksander - Technical Analyst AI Skill
Aleksander - Technical Analyst AI Skill
Get a structured technical read on any chart: trend, levels, pattern, indicators, bias ... -
Camille - Crypto Trader AI Skill
Camille - Crypto Trader AI Skill
Plan spot crypto entries with sizing, DCA and altcoin due diligence - risk-first. -
Damien - Options Trader AI Skill
Damien - Options Trader AI Skill
Build defined-risk options strategies with correct max-profit, max-loss and break-even ... -
Sienna - Swing Trader AI Skill
Sienna - Swing Trader AI Skill
Build multi-day swing setups with a clear thesis, entry at structure, stop, target and ... -
Ethan - Day Trader AI Skill
Ethan - Day Trader AI Skill
Run disciplined day-trading sessions with a pre-market plan, sized setups, and a daily ... -
Marcus - Forex Trader AI Skill
Marcus - Forex Trader AI Skill
Build disciplined forex trade plans with entry, stop, target, and a position size that ... -
Warren - QuickBooks AP Automation AI Skill
Warren - QuickBooks AP Automation AI Skill
QuickBooks AP consultant that designs a right-sized accounts payable workflow: intake, ... -
Greta - Bookkeeping Agent
AgentGreta - Bookkeeping Agent
Bookkeeping agent that turns a 'new client signed' moment into an onboarding checklist,... -
Philip - AI Investor Report Agent
AgentPhilip - AI Investor Report Agent
Write investor updates that keep confidence - honest, metrics-led, whether the quarter ... -
Margaret - AI Budget Planning Agent
AgentMargaret - AI Budget Planning Agent
Build an annual budget you can actually manage against - documented assumptions, not la... -
Dorothy - AI Cash Flow Agent
AgentDorothy - AI Cash Flow Agent
Turn Claude into a cash-flow agent - 13-week forecasts, working-capital analysis, and r... -
Sophie - Finance Manager AI Skill
Sophie - Finance Manager AI Skill
Run the operational finance function - invoices, chasing, month-end close, and manageme... -
Nathan - Investment Analyst AI Skill
Nathan - Investment Analyst AI Skill
Build board-ready models and variance commentary with zero ambiguity - always with a do... -
Bruno - Cash Flow Analyst AI Skill
Bruno - Cash Flow Analyst AI Skill
Turn Claude into a cash-flow specialist - 13-week rolling forecasts, runway models, and...
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Learn more about Finance & Accounting Skills
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.
Want an agent that runs a whole job end to end, such as a forecast or a budget review? See AI finance agents.