Finance AI skills, agents & prompts
Where the money is, where it went, and whether it lasts. 35 listings — 30 skills, 3 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…Startup financial modelingBuild comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis…/cs:cfo-review — CFO Forcing Questions/cs:cfo-review <plan> — Numerate-skeptic interrogation of any plan that touches money. Unit economics…Cfo advisorFinancial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising…Financial Analyst SkillPerforms financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast…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…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…Architectural 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…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…
Bookkeeping
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…Stripe integrationImplement Stripe payment processing for robust, PCI-compliant payment flows including checkout…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…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…
Trading models
Networking engineer portfolio websiteCreate a professional and personalized portfolio website for a networking engineer to showcase skills…Defi protocol templatesImplement DeFi protocols with production-ready templates for staking, AMMs, governance, and flash loans. Use…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…yfinance Data SkillFetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for…Creative portfolio resumeBalance visual design with ATS compatibility for creative rolesPortfolio case study writerTransform resume bullets into detailed portfolio case studies