Finance skills

34
Accounting, bookkeeping, invoicing, forecasting, FP&A, financial modeling, valuation and investment-banking workflows.
Skills › Finance
#SkillInstalls▼
1
larksuite logo
lark-sheetslarksuite/cli
Create and manipulate Lark Sheets with formulas, styling, charts and financial modeling
472K
2
wind-alice logo
wind-find-finance-skillwind-alice/alicemarket
Router for Wind financial data, market analysis, and trading workflows with automatic skill discovery and installation
41.3K
3
claude-office-skills logo
excel-automationclaude-office-skills/skills
Control live Excel instances in real-time with xlwings for automation, VBA execution, and dashboard updates
15.2K
4
wshobson logo
Build investor-ready 3-5 year financial models with revenue projections, burn rate analysis, and scenario planning
12.0K
5
gracefullight logo
Analyze stocks and crypto with Yahoo Finance data, manage portfolios, track performance
Built by AI Lounge member Eunkwang Shin
11.9K
6
stripe logo
financial-insightsstripe/link-cli
Query user's Link-connected financial data: transactions, balances, and wallet sources
9.4K
7
personamanagmentlayer logo
finance-expertpersonamanagmentlayer/pcl
Design and operate money systems: ledgers, payments, reconciliation, controls and regulatory compliance
6.4K
8
claude-office-skills logo
investment-memoclaude-office-skills/skills
Structure and draft professional investment memorandums for IC review with clear thesis and risk analysis
4.9K
9
composiohq logo
★invoice-organizer🧩 Creator on AI Loungecomposiohq/awesome-claude-skills
Automatically organize invoices and receipts into tax-ready folders by extracting and standardizing data
Built by AI Lounge member Prathit Hit
4.8K
10
gracefullight logo
Fetch stock prices, quotes, fundamentals, earnings, options and analyst ratings from Yahoo Finance
Built by AI Lounge member Eunkwang Shin
4.7K
11
claude-office-skills logo
financial-modelingclaude-office-skills/skills
Build integrated 3-statement financial models with linked projections and scenario analysis
4.6K
12
claude-office-skills logo
dcf-valuationclaude-office-skills/skills
Build DCF valuation models to estimate company intrinsic value with customizable assumptions
4.6K
13
claude-office-skills logo
saas-metricsclaude-office-skills/skills
Calculate and analyze SaaS metrics: MRR, ARR, churn, LTV, CAC, cohort trends, investor reports
4.4K
14
anthropics logo
financial-statementsanthropics/knowledge-work-plugins
Generate income statements, balance sheets, and cash flow statements with variance analysis
4.3K
15
claude-office-skills logo
quickbooks-automationclaude-office-skills/skills
Automate QuickBooks invoicing, expenses, reporting and bank reconciliation workflows
4.2K
16
claude-office-skills logo
invoice-automationclaude-office-skills/skills
Generate, send, track and reconcile invoices across accounting platforms automatically
4.2K
17
affaan-m logo
investor-materialsaffaan-m/ecc
Build pitch decks, financial models, and fundraising materials that stay aligned
3.6K
18
affaan-m logo
Revenue, pricing, and billing truth from code and operations data instead of generic payments advice
3.4K
19
anthropics logo
reconciliationanthropics/knowledge-work-plugins
Compare GL balances to subledgers, bank statements, and third-party data to identify reconciling items
3.3K
20
anthropics logo
earnings-analysisanthropics/financial-services
Generate institutional-grade earnings update reports (8-12 pages, 3-5K words) in 24-48 hours
3.1K
21
himself65 logo
company-valuationhimself65/finance-skills
Triangulate intrinsic value via DCF, peer multiples, and SOTP; blend into fair-value estimates with scenario analysis
3.0K
22
anthropics logo
equity-researchanthropics/financial-services
Generate investment theses by synthesizing analyst consensus, company fundamentals, and macro context
3.0K
23
anthropics logo
forecastanthropics/knowledge-work-plugins
Generate forecasts, commit vs. upside narratives, and 1:1 prep from your pipeline
2.9K
24
himself65 logo
startup-analysishimself65/finance-skills
Evaluate startups through VC investor, job applicant, and founder lenses
2.8K
25
deanpeters logo
finance-based-pricing-advisordeanpeters/product-manager-skills
Evaluate financial impact of pricing changes using ARPU, conversion, churn, NRR, and payback math
2.4K
26
anthropics logo
pitch-deckanthropics/financial-services
Populates investment banking pitch deck templates with structured financial data
2.3K
27
anthropics logo
dcf-modelanthropics/financial-services
Build institutional DCF models with SEC data, cash flow projections, WACC, and sensitivity analysis
2.3K
28
anthropics logo
competitive-analysisanthropics/financial-services
Build competitive analysis decks with market positioning, peer benchmarks, and strategic synthesis
2.3K
29
anthropics logo
merger-modelanthropics/financial-services
Model M&A accretion/dilution impact, pro forma EPS, synergies and purchase price allocation
942
30
whawkinsiv logo
accountingwhawkinsiv/solo-founder-skills
Set up clean bookkeeping, track revenue and expenses, and prepare taxes for bootstrapped businesses
941
31
alirezarezvani logo
cfo-advisoralirezarezvani/claude-skills
Strategic financial modeling and fundraising guidance for startup CFOs and finance leaders
799
32
bankrbot logo
aeon-deal-flowbankrbot/skills
Weekly funding round tracker with primary-source verification across AI, crypto, and emerging verticals
17
33
andreworia logo
company-teardownandreworia/claude-finance-skills
Analyze company financials and fundamentals to understand business performance and valuation
0
34
andreworia logo
startup-valuation-briefandreworia/claude-finance-skills
Generate startup valuation summaries and investment briefings from financial data
0