Claude Skills for Finance & Accounting

    Skills for accounting workflows, financial analysis, budgeting, invoicing, and fintech automation. Handle the numbers without the spreadsheet archaeology.

    1,044 live finance & accounting skills for Claude Code.

    New in Finance & Accounting

    periodisk sammanstallning EC sales list

    by Fredrik Akerstrom

    $5

    Automates EU sales reporting (Periodisk sammanställning - EC Sales List) to Skatteverket from Accounting software or local files.

    4
    0

    Registrera förenklat årsbokslut på Skatteverket automatiskt

    by Fredrik Akerstrom

    $10

    Automate and register simplified annual accounts (K1) for Swedish sole traders on Skatteverket’s e-service.

    4
    0

    legal doc generator

    by Shiv Bhoj

    $5.5

    Generate production-ready, platform-specific Terms of Service, Privacy Policies, and Refund Policies for your SaaS.

    1
    1

    invoice extractor

    by Rian O'Leary

    Free

    Automated extraction of invoice and receipt data into structured ledgers with accounting software export support.

    2
    305.0(1)

    momsdeklaration skatteverket

    by Fredrik Akerstrom

    Free

    Automate Swedish VAT (moms) calculations and filing to Skatteverket from Accounting software or local bookkeeping files.

    3
    105.0(1)

    Software Sales & CustomDev Contract Reviewer

    by tzfun49

    Free

    Expert risk analysis and revision suggestions for software sales, SaaS, and custom development contracts.

    1
    265.0(1)

    Financial Analysis Decision Engine

    by Joker

    Free

    Financial analysis engine with valuation decision tree (DCF/Comparable/Precedent/VC), 3-statement model, 5-stage due diligence SOP, and industry benchmarks.

    2
    215.0(1)

    chainladder actuarial

    by Jabran Noor

    $25

    Actuarial loss reserving via MCP — chain ladder, BF, Cape Cod, Mack, bootstrap, and Excel export from a Claude conversation.

    2
    0

    TokenTracker — AI Agent Cost & Usage Monitor

    by Forge Executive

    $9

    Track token spend across AI providers, set monthly budgets, get Telegram alerts on cost spikes, and generate daily/weekly reports.

    2
    0

    legal contract reviews

    by J. Trejo

    $8.99

    Professional-grade legal contract analysis with automated redlining and playbook-aligned risk assessment.

    2
    0

    case retrieval

    by alan zhou

    Free

    Professional Chinese judicial case search and rule induction powered by the Deli Legal API.

    2
    4

    Contract Review Engine

    by Joker

    Free

    Legal contract review and risk assessment. 6-type routing, 3D risk scoring, trap identification, amendment drafting.

    1
    8

    What Did I Just Agree To?

    by PubsProToolkit

    $9

    Explain a contract, terms of service or privacy policy in plain English: your rights, obligations, costs, risks and red flags. Not legal advice.

    2
    8

    cashflow collector

    by Roy Yuen

    $5

    Turn invoice aging exports into prioritized collection plans and polite payment reminder drafts.

    2
    0

    Recover Your Money from a Bad Contractor (Legal Ready Messages)

    by Joh

    $6

    A high-leverage dispute manager to recover unpaid fees, handle bad-faith clients, and resolve service conflicts.

    2
    0

    GDPR Contract Review Triage Agent

    by Shandra

    $50

    Reviews contracts and DPAs for GDPR-related triage issues, extracts obligations, flags missing clauses, creates risk tables, and generates legal-review checklists.

    2
    0

    Crypto Payment Monitor Bot

    by karim hammoumi

    $29

    Real-time, non-custodial monitor for stablecoin payments with Telegram alerts and CSV reporting.

    2
    0

    Investment Thesis Sanity Gate

    by Richard Dickson

    Free

    Turn a messy investment idea into an evidence-first thesis audit with weak points, disconfirming data, and next research actions.

    2
    155.0(1)

    stablecoin invoice tracker

    by karim hammoumi

    Free

    Create, track, and verify stablecoin invoices with zero private keys and automated accounting exports.

    2
    3

    vendor contract audit

    by Rob Neville

    $49

    Audit SaaS contracts, extract renewal deadlines, and generate negotiation talking points and redlines.

    2
    0

    Cash Flow Snapshot

    by OnwireFlow

    Free

    Generate professional 30/60/90-day cash flow forecast workbooks with live formulas and shortfall alerts.

    2
    13

    Kostprijs Calculator

    by Nex AI

    Free

    Berekent een concept-raming van de totale aankoopkosten van een onroerend goed in Vlaanderen (verkooprecht, ereloon, aktekosten, btw) via een Python-script met bewerkbaar tarievenbestand.

    4
    1

    nex legal finance template

    by Nex AI

    $19

    Deploy professional, SEO-optimized single-file websites for law firms and financial advisors.

    6
    0

    nex invoice bot pattern

    by Nex AI

    $19

    A Belgian-compliant, JSON-backed invoicing system with VAT-regime toggles and sequential numbering logic.

    6
    1

    Claude finance skills by workflow

    These Claude finance skills are for bookkeepers, controllers, freelancers and small business owners who want Claude to take over a repeating finance task. They are tools, not financial, tax or investment advice: a skill does not replace your accountant or tax adviser, and you verify its output yourself.

    Claude accounting skills by task

    Invoices and receipts: Invoice Extractor turns receipts into ledger data and exports to CSV, JSON and Xero. Tip: run a batch of ten receipts and check the totals against the originals before you process a full month.

    Reconciliation: Bookkeeping Reconciliation matches receipts and reconciles Zoho Books with dry-run reports. Tip: read the dry-run report and post nothing until you have checked the matches.

    Cash flow: Cash Flow Snapshot builds an Excel forecast with shortfall alerts. Tip: start from your real opening balance and treat the forecast as a scenario, not a promise.

    Analysis and valuation: Financial Analysis Decision Engine covers analysis such as DCF modeling. Tip: write down your own assumptions first, so you can see which ones drive the result.

    Country-specific filings: some skills prepare a return for one country, such as Swedish VAT. Tip: use one only if it matches your country, period and rules, and let your accountant check it before you file.

    Which finance skill to pick

    Pick the skill for the step that costs you most time, and check what input it expects, such as PDF or CSV. Then look at the scan result, users and update dates on the listing. We would test any skill on a copy of your data first and compare its output with your own books before you rely on it. Keep its output next to the source documents, so you have an audit trail.

    Keep control over financial data in Claude Code

    Financial records often hold personal data, and under GDPR you stay responsible for it: share only the fields a task needs, and read the Requires line to see whether a skill calls outside services. Connect your agent to Agensi once, then ask for a skill by name or let Claude load it when the task matches. It runs in your own Claude session; nothing is saved to ~/.claude/skills, and Claude asks before a paid skill is bought. See the MCP setup guide.

    Read more about AI for bookkeeping, AI tools for accountants and financial analysis with AI. Go back to the Claude skills marketplace, or look at contract and compliance skills and trading and investing skills.

    Frequently asked questions

    Connect an MCP-compatible agent to Agensi and ask it to use the skill on your task. Approve any required purchase. The latest approved instructions load on each use; never save skill files to disk.

    Some are free, but most are paid. Paid skills show the price upfront, are a one-time purchase, and include future updates from the creator.

    Yes. Every listing is checked by an 8-point automated security scan before it can go live, and the result is shown on each skill page alongside the file list.

    Get in touch

    Questions, partnership ideas, or feedback on the platform? Tell us what's working and what isn't, we love to hear from you!

    SR

    Samuel Rose

    Founder & CEO of Agensi

    Email UsBook a Call

    info@agensi.io

    We typically respond within a few hours during business hours.