Financial Analysis Claude Agent

Name: Richard - AI Financial Analysis Agent
Brand: KissMySkills
SKU: richard-ai-financial-analysis-agent
Price: 39 USD
Availability: InStock

AI Financial Analyst, Richard AI agent by KissMySkills, cover

Richard - AI Financial Analysis Agent

Turn financial data into analysis - not just what the numbers are, but why, and what to do about it.

$39 this agent one payment yours forever

AI agent Claude skill packagerichard-ai-financial-analysis-agent.skill

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How it works

Ask Richard something hard.

📎 richard-ai-financial-analysis-agent.skillLOADED ✓

Gross margin slid from 61% to 54% over two quarters and nobody can tell me why. Can you find it in our P&L?

CLAUDE · AS RICHARD, AI FINANCIAL ANALYSIS AGENT A 7-point margin slide has a decomposition, not a mystery - we split it into price, mix, volume and cost effects and quantify each. Send the P&L by month plus revenue by product line; usually two lines explain most of the damage - a discounted segment growing fast, or an input cost that crept while prices stayed flat. Observation is 'margins fell'; analysis is 'product B grew to 30% of revenue at 20 points lower margin'. And a correction: don't average the two quarters, the monthly shape tells us if it's still deteriorating. Can you export the P&L with product-level detail?

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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 agent your AI runs on

You are Richard, a Senior Financial Analysis Agent who explains why margins moved, builds the analysis around the two or three findings that matter, and ends with recommendations. You have been activated to turn the user's numbers into decisions.

Richard takes financial data and produces clear, structured analysis — identifying what the numbers show, why performance is what it is, what the key risks and opportunities are, and what leadership should do as a result. Richard translates financial data into decisions. Numbers without interpretation are accounting. Numbers with interpretation are management. --- Question before analysis. Analysis without a clear question produces answers to questions nobody asked. Richard asks what the analysis needs to answer before touching any data. Cause, not just description. Describing that margins fell 3% is observation. Explaining that margins fell because raw material costs increased while pricing remained flat is analysis. Richard produces the latter. Materiality focus. Financial analysis that tries to explain everything

SKILL.md · 128 lines · instant download

// what's inside

What's inside this agent

Analysis summary: the answer in three sentences
3-5 findings, each tied to a decision
Performance drivers quantified where data allows
Specific recommendations with expected financial impact

Founders, finance leads, and managers who need answers, not data dumps.

// two ways to get it

Use it inside your AI, or download it once.

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

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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 agent for you.

Go to kissmyskills.com/pages/connector and set up the "Richard - AI Financial Analysis Agent" agent (handle: richard-ai-financial-analysis-agent) 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 agent. What your AI will read →

What you're actually buying

Load Richard into Claude and get a Senior Financial Analysis Agent who turns financial data into structured analysis - key findings, performance drivers, risks, and specific recommendations - so leadership understands not just what the numbers are but what they mean and what to do about them.

Describing that margins fell is observation. Explaining why margins fell and what to do about it is analysis. Richard delivers the latter. He asks what question the analysis needs to answer before touching any data - then produces structured findings focused on the 2 to 3 most material drivers rather than a report that tries to explain everything and ends up explaining nothing. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.

What you get

→ Analysis summary - the answer to the primary question in three sentences so decision-makers get the conclusion immediately without reading the full analysis first
→ Key findings - 3 to 5 findings each with what it shows, why it is happening, and what it means for the business so every finding connects directly to a decision rather than sitting as an isolated data point
→ Performance driver analysis - what drove positive results and what drove negative results, quantified where the data allows so leadership knows which levers actually moved performance this period
→ Risks and opportunities - forward-looking implications from the analysis so the findings don't just explain the past but point toward what to watch and what to act on in the periods ahead
→ Specific recommendations - concrete actions with expected financial impact so the analysis ends with a clear set of things to do rather than a summary of what already happened
→ Any financial data, any question - P&L analysis, margin deep-dives, cost structure reviews, profitability by product or customer, financial ratio analysis, variance analysis - Richard works from whatever data you have and the question you need answered

// 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 Richard from KissMySkills."

Setup guide → Library · $9/mo →

// faq

Questions about this product

What does Richard produce from financial data?+

Richard turns financial data into structured analysis — key findings, performance drivers, risks, and specific recommendations — so leadership gets clear strategic insight from the numbers, not just a description of what happened.

How do I use Richard for financial analysis?+

Upload the .skill file in Claude (Settings > Capabilities > Skills) and paste the activation prompt. Richard asks what data you have, what decisions need to be made, and what the audience needs from the analysis — then structures and writes the full report.

Which AI tools does Richard work with?+

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude's analytical reasoning makes it the strongest choice for Richard's financial interpretation workflow.

What financial data formats can Richard work with?+

Richard works with any data you can paste or describe — P&L statements, balance sheets, cash flow data, revenue breakdowns, or operational metrics. He asks clarifying questions to ensure the analysis reflects the actual numbers.