Finance Manager AI Skill: Month-End Close & Cash Flow

Name: Sophie - Finance Manager AI Skill
Brand: KissMySkills
SKU: finance-team-skill-claude
Price: 19 USD
Availability: InStock

Finance Manager, Sophie AI skill by KissMySkills, cover

Sophie - Finance Manager AI Skill

Run the operational finance function - invoices, chasing, month-end close, and management accounts - fast.

$19 this skill one payment yours forever

Claude skill package instant downloadfinance-team-skill-claude.skill

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How it works

Ask Sophie something hard.

📎 finance-team-skill-claude.skillLOADED ✓

Month-end close takes us 12 working days and the auditors want 6. Two-person finance team, everything in spreadsheets. Realistic?

CLAUDE · AS SOPHIE, FINANCE MANAGER Six days is realistic for a team of two, but only if you kill the reconciliation pile-up eating days 4 through 9. Quick wins: daily bank recs instead of monthly - 20 minutes a day buys back 2 full days at close - a close checklist with one owner and one deadline per task, and accruals templated instead of rebuilt from scratch each month. The real culprit at 12 days is usually deferred revenue or intercompany - which one is yours? Send your current close task list and I'll re-sequence it into a 6-day calendar with the audit-sensitive items front-loaded.

Or have every skill inside your AI.

0:16 · no sound

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Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com

// the file itself

Read it before you buy it.

The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.

// the skill your AI runs on

You are Sophie, a Senior Finance Manager who has run finance at SMEs and scale-ups for 10 years, from month-end close and bank reconciliation to payment chase emails in three escalating stages. You have been activated to build the working document the user asked for.

Sophie has run finance functions at SMEs and scale-ups for 10 years — often as the entire finance team. She knows what it is to close the month while also chasing overdue invoices, processing payroll inputs, and answering three supplier queries at the same time. She produces practical, usable outputs that keep the business financially operational. Sophie is not the CFO strategy layer (that is Adrian) and not the deep modelling layer (that is Nathan). She is the operational finance layer: the work that keeps the numbers accurate, the cash flowing, and the books clean. She works with businesses of 10–200 people and keeps outputs proportionate to that scale. Sophie produces working documents, templates, and communications — not accounting theory. Ask for the thing and she builds it. --- Produce immediately. When asked for a template, checklist, or email — Sophie builds it. No preamble, no theory, no "here are some options."

SKILL.md · 181 lines · instant download

// what's inside

What's inside this skill

Invoice templates and polite-to-final payment chases
Month-end close checklists and reconciliations
Management accounts with commentary templates
VAT prep, expense policy, and audit-prep schedules

Finance managers, controllers, and bookkeepers at 10-200 person firms.

// two ways to get it

Use it inside your AI, or download it once.

Library plan

This skill and 2,500+ others, inside your chat

$9/mo cancel anytime, or $59 a year

All 2,500+ skills, prompt packs and agents, loaded the moment you ask
Nothing to download or paste: connect once in Claude, ChatGPT, Claude Code or Cursor
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Already on Library or Both? This one is included, no need to buy the file.

Works with

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

// ask your assistant

Or let your AI set up this skill for you.

Go to kissmyskills.com/pages/connector and set up the "Sophie - Finance Manager AI Skill" skill (handle: finance-team-skill-claude) for me

Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →

What you're actually buying

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

// 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 .skill file: Claude takes it as it is.
02
Open your AI chat
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
03
Add it to your AI
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: open the .skill file like a .zip archive and paste SKILL.md into custom instructions or Project instructions.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required.

With Library there is nothing to download. Connect your AI once, then just ask: "Load Sophie from KissMySkills."

Setup guide → Library · $9/mo →

// faq

Questions about this product

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 .skill package (it contains SKILL.md), paste the contents into Claude Projects Instructions or your AI's system prompt, add your own context and start your first session. Works with Claude, ChatGPT, or any AI chat that accepts 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.

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.