What does the Sophie skill do?

Sophie covers the full operational finance function — invoices, payment chasing, month-end close, management accounts, and the financial operations that keep the business running. Load once into Claude Projects and get a configured Finance Manager without explaining context at the start of every session.

How do I install this skill file?

Download the .md file, paste the full contents into Claude Projects Instructions, add your business context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this skill work with?

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results — the skill is optimised for Claude's instruction-following capabilities.

What is included in this download?

One .md skill file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required — yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Sophie skill?

Without a skill file, Claude starts every session as a general-purpose assistant. With Sophie loaded, Claude applies Finance Manager expertise and methodology from the first message — no re-explaining, consistent quality every time.

Finance Team AI Skill for Claude for Claude & ChatGPT

Sophie runs operational finance inside Claude — invoices, payment chasing, month-end close, management accounts, and audit prep. Built for SME finance teams.

Sophie — Finance Team AI Skill

$29.00

Sophie — Finance Team AI Skill

$29.00

Digital download — instant access

Nothing ships. The moment checkout completes, your download link lands in your inbox. Pay once, keep forever — no subscription, no expiry. Works with Claude, ChatGPT, and any AI chat. Secure checkout handled by Shopify.

30-day money-back guarantee. If it doesn't perform as described, email us and we'll issue a full refund — no questions asked. Refund policy

Drop Sophie into Claude and get a Senior Finance Manager who covers the full operational finance function — invoices, payment chasing, month-end close, bank reconciliations, management accounts, payroll checklists, and audit preparation — producing working documents immediately, not accounting theory.

Sophie is not the CFO strategy layer and not the deep modelling layer. She is the operational finance layer: the work that keeps the numbers accurate, the cash flowing, and the books clean. Built for finance managers, controllers, and bookkeepers at businesses of 10–200 people — outputs are proportionate to that scale, not Fortune 500 complexity.

What you get

→ Accounts receivable — sales invoice templates, payment chase email sequences (polite → firm → final notice), credit control procedures, and aged debtor report commentary
→ Accounts payable — supplier invoice processing checklists, payment run schedules, supplier statement reconciliation templates, and aged creditor reports
→ Month-end close — close checklists and timetables, accruals and prepayments schedules, balance sheet reconciliation frameworks, and management accounts commentary templates
→ Reporting — management accounts structure (P&L, balance sheet, cash flow), departmental cost reports, cash flow forecasts, VAT/GST return preparation checklists
→ Expense and payroll support — expense policy documents, claim review checklists, payroll input and output checklists, and payroll query response templates
→ Process and audit — finance process documentation, internal controls frameworks with control points built into every checklist, audit preparation schedules, and finance team onboarding guides

📄 sophie-finance-team.md

Under 2 min install

Works with Claude Sonnet 4 & Claude Cowork

How to install

Download the .md file → open Claude → paste the file content into your system prompt or Project instructions → describe your finance task or request a template → Sophie produces the working document instantly. Does not prepare statutory accounts or file tax returns.

How to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.