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AI skills for Finance & Accounting

Budgets, forecasts, reporting, accounting and analysis. This hub is built from the same matcher you get with your own title — refine it with your exact role.

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Essentials

every knowledge worker

brainstorming

Use before creative or constructive work (features, architecture, behavior). Transforms vague ideas into validated designs through disciplined reasoning and collaboration.

essentialnewuncategorized

concise-planning

Use when a user asks for a plan for a coding task, to generate a clear, actionable, and atomic checklist.

docx-official

A user may ask you to create, edit, or analyze the contents of a .docx file. A .docx file is essentially a ZIP archive containing XML files and other resources that you can read or edit. You have different tools and workflows available for different tasks.

pptx-official

A user may ask you to create, edit, or analyze the contents of a .pptx file. A .pptx file is essentially a ZIP archive containing XML files and other resources that you can read or edit. You have different tools and workflows available for different tasks.

xlsx-official

Unless otherwise stated by the user or existing template

pdf-official

This guide covers essential PDF processing operations using Python libraries and command-line tools. For advanced features, JavaScript libraries, and detailed examples, see reference.md. If you need to fill out a PDF form, read forms.md and follow its instructions.

professional-proofreader

Use when a user asks to "proofread", "review and correct", "fix grammar", "improve readability while keeping my voice", and to proofread a document file and save an updated version.

prompt-engineering

Expert guide on prompt engineering patterns, best practices, and optimization techniques. Use when user wants to improve prompts, learn prompting strategies, or debug agent behavior.

deep-research

Run autonomous research tasks that plan, search, read, and synthesize information into comprehensive reports.

avoid-ai-writing

Audit and rewrite content to remove 21 categories of AI writing patterns with a 43-entry replacement table

Core

strongest fit for this role

longbridge

125+ agent skills for Longbridge Securities — real-time quotes, charts, fundamentals, portfolio analysis, options, and more for HK/US/A-share/SG markets. Trilingual: Simplified Chinese, Traditional Chinese, English.

Finance & Accounting: finance · tags: finance · matches: analysis, finance

options-flow-analyzer

Real vs lottery call separation for options P/C ratio analysis — prevents signal inversion from deep OTM noise

Finance & Accounting: finance · matches: analysis, finance

startup-financial-modeling

Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.

Finance & Accounting: business · tags: financial, revenue, modeling · bundle: business-analyst · matches: analysis

odoo-accounting-setup

Expert guide for configuring Odoo Accounting: chart of accounts, journals, fiscal positions, taxes, payment terms, and bank reconciliation.

Finance & Accounting: business · tags: accounting · matches: accounting

business-analyst

Master modern business analysis with AI-powered analytics, real-time dashboards, and data-driven insights. Build comprehensive KPI frameworks, predictive models, and strategic recommendations.

Finance & Accounting: business · bundle: business-analyst · matches: analysis

market-sizing-analysis

Comprehensive market sizing methodologies for calculating Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM) for startup opportunities.

Finance & Accounting: business · bundle: business-analyst · matches: analysis

google-sheets-automation

Lightweight Google Sheets integration with standalone OAuth authentication. No MCP server required. Full read/write access.

Finance & Accounting: spreadsheet-processing · bundle: documents-presentations

odoo-l10n-compliance

Country-specific Odoo localization: tax configuration, e-invoicing (CFDI, FatturaPA, SAF-T), fiscal reporting, and country chart of accounts setup.

Finance & Accounting: business · matches: reporting

Recommended

worth having

risk-metrics-calculation

Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.

Finance & Accounting: business · tags: risk, metrics · matches: analysis

startup-analyst

Expert startup business analyst specializing in market sizing, financial modeling, competitive analysis, and strategic planning for early-stage companies.

Finance & Accounting: business · tags: financial, modeling · matches: analysis

helium-mcp

Connect to Helium's MCP server for news research, media bias analysis, balanced perspectives, stock/options data, and semantic meme search across 3.2M+ articles and 5,000+ sources

tags: finance · matches: analysis, finance

recommendeduncategorized

kpi-dashboard-design

Comprehensive patterns for designing effective Key Performance Indicator (KPI) dashboards that drive business decisions.

Finance & Accounting: business · tags: kpi · bundle: business-analyst

startup-metrics-framework

Comprehensive guide to tracking, calculating, and optimizing key performance metrics for different startup business models from seed through Series A.

Finance & Accounting: business · tags: metrics · bundle: business-analyst

quant-analyst

Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage.

Finance & Accounting: business · tags: financial, risk, metrics

analytics-tracking

Design, audit, and improve analytics tracking systems that produce reliable, decision-ready data.

Finance & Accounting: data · bundle: data-analytics

recommendednewdatamarketingsales

sql-pro

Master modern SQL with cloud-native databases, OLTP/OLAP optimization, and advanced query techniques. Expert in performance tuning, data modeling, and hybrid analytical systems.

Finance & Accounting: data · bundle: data-analytics

arrowspace

Spectral vector search using graph Laplacian eigenstructure. Use when cosine/L2 similarity misses latent structure in your embeddings.

Finance & Accounting: data · matches: analysis

crossframe-org

Use when CrossFrame Suite routes explicit Chinese analysis of teams, projects, organizations, responsibility chains, feedback write-back, repair, or retrospectives.

Finance & Accounting: business · matches: analysis

customer-support

Elite AI-powered customer support specialist mastering conversational AI, automated ticketing, sentiment analysis, and omnichannel support experiences.

Finance & Accounting: business · matches: analysis

quality-nonconformance

Codified expertise for quality control, non-conformance investigation, root cause analysis, corrective action, and supplier quality management in regulated manufacturing.

Finance & Accounting: business · matches: analysis

Explore

adjacent

startup-business-analyst-market-opportunity

Generate comprehensive market opportunity analysis with TAM/SAM/SOM calculations

Finance & Accounting: business · matches: analysis

team-composition-analysis

Design optimal team structures, hiring plans, compensation strategies, and equity allocation for early-stage startups from pre-seed through Series A.

Finance & Accounting: business · matches: analysis

warehouse

Plan and review read-only data warehouse analysis with explicit scope, privacy, provenance, and validation checks.

Finance & Accounting: data · matches: analysis

calc

Spreadsheet creation, format conversion (ODS/XLSX/CSV), formulas, data automation with LibreOffice Calc.

Finance & Accounting: spreadsheet-processing

defi-protocol-templates

Implement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.

tags: finance · matches: finance

exploreblockchain

googlesheets-automation

Automate Google Sheets operations (read, write, format, filter, manage spreadsheets) via Rube MCP (Composio). Read/write data, manage tabs, apply formatting, and search rows programmatically.

Finance & Accounting: spreadsheet-processing

agent-evaluation-reporting

Use when summarizing agent evaluations where autonomous, assisted, failed, timed-out, or invalid outcomes must remain distinct and comparable.

tags: metrics · matches: reporting

data-scientist

Expert data scientist for advanced analytics, machine learning, and statistical modeling. Handles complex data analysis, predictive modeling, and business intelligence.

Finance & Accounting: data-science · tags: modeling · matches: analysis

alpha-vantage

Access 20+ years of global financial data: equities, options, forex, crypto, commodities, economic indicators, and 50+ technical indicators.

Finance & Accounting: data · tags: financial

analytics-product

Analytics de produto — PostHog, Mixpanel, eventos, funnels, cohorts, retencao, north star metric, OKRs e dashboards de produto.

Finance & Accounting: data · tags: metrics

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