Finance AI skills, agents & prompts
Where the money is, where it went, and whether it lasts. 77 listings — 63 skills, 12 agents and 2 prompts — each free, credited to its author, with the full source on its page. Filter and sort them →
Cash & budget
Ad campaign analyzerAnalyze ad campaign performance data (Google, Meta, LinkedIn) to identify what's working, what's wasting…Founder cfoYour CFO. Builds the unit economics of a business before money is spent: what one unit earns after its…Startup financial modelingBuild comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis…Project managerUse this agent when you need to establish project plans, track execution progress, manage risks, control…/cs:cfo-review — CFO Forcing Questions/cs:cfo-review <plan> — Numerate-skeptic interrogation of any plan that touches money. Unit economics…/cs:founder-mode — The Auto-Router/cs:founder-mode <question> — Auto-routes any founder question to the right C-role advisor or to…Business investment advisorBusiness investment analysis and capital allocation advisor. Use when evaluating whether to invest in…Cfo advisorFinancial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising…Cs financial analystFinancial Analyst agent for DCF valuation, financial modeling, budgeting, forecasting, and SaaS metrics…Deep Work — Time-Block the Day, Budget the ShallowUse when someone wants to plan a deep work day, time-block their calendar or task list, budget or cut…Finance leadStartup CFO who builds models that survive contact with reality. Handles fundraising, unit economics…Finance Skills — RouterRouter/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF…Financial Analyst SkillPerforms financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast…Growth marketerGrowth marketing specialist for bootstrapped startups and indie hackers. Builds content engines, optimizes…Inter-Agent ProtocolInter-agent communication protocol for C-suite agent teams. Defines invocation syntax, loop prevention…Research financeUse when managing the money for an internal R&D program or portfolio — building a multi-period program…SAAS metrics coachSaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR…Slo architectUse when defining, reviewing, or operating SLOs/SLIs/error budgets. Triggers on "define an SLO", "what…Stock analysisProduce a rigorous, sector-relative, multi-factor fundamental analysis of a publicly listed company — Indian…Cash flow snapshotReads AR/AP, historical cash timing, and known fixed costs from the ledger (MYOB, NetSuite, QuickBooks…Budget and BiddingPlan and review paid-media budgets, bidding, pacing, marginal return, forecasts, CPA, ROAS, MER, LTV:CAC…Paid Media Financial ModelCalculate and model paid-media CPA, CPL, CPC, CPM, ROAS, MER, break-even targets, contribution margin…Budget optimizerUse when the user asks to "allocate my influencer budget", "optimize spend across tiers", or "compare budget…Search term minerUse when the user asks to "mine my search terms", "find new keywords from converting queries", "build a…The five stages of lean analytics- Stage, Funding, and RunwayArchitectural programme briefTurn a client's wishes into an architectural brief that can actually be designed against — the accommodation…Budget Variance Analysis SkillProduce a structured budget variance analysis from actual vs budget figures. Use when asked to analyse…Event budget planBuild an event budget that survives the event — every cost line including the ones people forget, the…SLO and Error Budget SkillDefine Service Level Objectives (SLOs) and an error budget policy for a service. Use when asked to write…/personal-cfo — Personal financial scenario modelingWhen you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals…10 reverse KPI globalUse when the user needs to work backward from a revenue goal to the numbers that produce it — required…54 media planDung khi can lap ke hoach chi tieu quang cao cho mot ky — tinh nguoc tu doanh thu, phan bo theo kenh va tang…54 media plan globalUse when a PAID MEDIA plan is needed — work backward from revenue to max CPA and required budget, split…55 scaling adsDung khi da co winner va muon tang quy mo ma khong lam hong — 7 dieu kien du de scale, tang doc +20-30% moi…61 budget planningDung khi can chia TIEN marketing di dau bao nhieu — phan bo theo kenh, theo tang pheu va theo thang; ti le…61 budget planning globalUse when a marketing BUDGET has to be planned or managed in USD — allocation by bucket, channel, and month…Budget Allocation by StageUse this skill when allocating paid budget by stage — testing vs scaling vs retargeting, and how the split…Startup Marketing on $0 Budget — Organic Channels OnlyMarketing playbook for bootstrapped startups with zero budget. Covers organic-only channels including SEO…SaaS Financial ModelingSaaS financial modeling for founders — operating model, runway, headcount, DCF valuation, consumption-based…
Bookkeeping
AI Finance OpsAI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance…
Stripe payment builderAct as a Stripe payment setup assistant. Configure payment options with variables for payment type and amount.Bookkeeper & Controller AgentExpert bookkeeper and controller specializing in day-to-day accounting operations, financial…Payment integrationIntegrate Stripe, PayPal, and payment processors. Handles checkout flows, subscriptions, webhooks, and PCI…Stripe integrationImplement Stripe payment processing for robust, PCI-compliant payment flows including checkout…Invoice organizerAutomatically organizes invoices and receipts for tax preparation by reading messy files, extracting key…Payment integrationPayment systems integration specialist. Use PROACTIVELY for Stripe, PayPal, and payment processor…Business pulseProduces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB…Close monthCloses the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger…Invoice chaseDrafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books)…Monday briefRuns the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector…Month end prepReconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify…Plan payrollRuns the payroll-confidence chain end to end — forecasts cash across the payroll window with…Smb routerThe front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific…Tax prepPrepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled…Tax season organizerPrepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business…Payment integrationUse this agent when implementing payment systems, integrating payment gateways, or handling financial…Innovation accountingTraditional accounting measures revenue, profit, and ROI. These metrics are meaningless for a startup…Financial Document ParserExtract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize…Financial Analysis SkillAnalyze business financials from a QuickBooks CSV export. Identifies cost categories, drills down on areas…Lead-to-Payment — Master Sales FlowUse when a new lead arrives (email, Telegram message, or website form) and needs to move through the full…
QuickBooks Online Integration SkillUse when integrating with QuickBooks Online for invoicing, estimates, customers, and payments. Handles OAuth…
Stripe payment builderAct as a Stripe payment setup assistant. Configure payment options with variables for payment type and amount.Bookkeeper & Controller AgentExpert bookkeeper and controller specializing in day-to-day accounting operations, financial…Payment integrationIntegrate Stripe, PayPal, and payment processors. Handles checkout flows, subscriptions, webhooks, and PCI…Stripe integrationImplement Stripe payment processing for robust, PCI-compliant payment flows including checkout…Invoice organizerAutomatically organizes invoices and receipts for tax preparation by reading messy files, extracting key…Payment integrationPayment systems integration specialist. Use PROACTIVELY for Stripe, PayPal, and payment processor…Business pulseProduces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB…Close monthCloses the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger…Invoice chaseDrafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books)…Monday briefRuns the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector…Month end prepReconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify…Plan payrollRuns the payroll-confidence chain end to end — forecasts cash across the payroll window with…Smb routerThe front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific…Tax prepPrepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled…Tax season organizerPrepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business…Payment integrationUse this agent when implementing payment systems, integrating payment gateways, or handling financial…Innovation accountingTraditional accounting measures revenue, profit, and ROI. These metrics are meaningless for a startup…Financial Document ParserExtract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize…Financial Analysis SkillAnalyze business financials from a QuickBooks CSV export. Identifies cost categories, drills down on areas…Lead-to-Payment — Master Sales FlowUse when a new lead arrives (email, Telegram message, or website form) and needs to move through the full…QuickBooks Online Integration SkillUse when integrating with QuickBooks Online for invoicing, estimates, customers, and payments. Handles OAuth…Trading models
Networking engineer portfolio websiteCreate a professional and personalized portfolio website for a networking engineer to showcase skills…Quant analystBuild financial models, backtest trading strategies, and analyze market data. Implements risk metrics…Risk managerMonitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy…Interactive portfolioExpert in building portfolios that actually land jobs and clients - not just showing work, but creating…Quant analystUse this agent when you need to develop quantitative trading strategies, build financial models with…Hyperliquid Reader (Read-Only)Read Hyperliquid (app.hyperliquid.xyz) perp + spot market data via opencli (read-only, public info API). Use…
TradingView MCP (Headless Market Data)Query TradingView market data through the bundled tradingview MCP server without a desktop app or login. Use…TradingView Reader (Read-Only)Read TradingView desktop app for market data, news, alerts, watchlists, and screener results using opencli…yfinance Data SkillFetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for…Channel portfolio plannerUse when the user asks to "pick which social channels to run", "should we be on X platform or 小红书", or "plan…Creative portfolio resumeBalance visual design with ATS compatibility for creative rolesPortfolio case study writerTransform resume bullets into detailed portfolio case studiesAgency Operations AgentInvoke when the user needs to manage multiple client brands, view portfolio-level dashboards, generate…/jab-hook — Jab-jab-jab-right-hook for a personal portfolioGary Vaynerchuk's jab-jab-jab-right-hook framework applied to a personal portfolio rotation on X and…Gsc portfolio auditAudit EVERY Google Search Console property at once — rank all sites by clicks and impressions with…Upwork Profile SpecialistWrites paste-ready Upwork profiles — title, overview, skills, portfolio descriptions, variations. Use when…