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    Finance Butler (Bundle)

    2

    Organizes bills, renewals and subscriptions into a calendar and summary.

    $39

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    Money-back guarantee

    Converts to your local currency at checkout

    1 useSecurity scanned
    Finance Butler (Bundle)

    Finance Butler (Bundle)

    Example session with this skill installed

    Here is my statement export for September and October. Netflix is on autopay. Sort out my bills and show me what is coming up in November.

    Date,Description,Amount
    2026-09-03,NETFLIX.COM 866-579-7172,-15.49
    2026-09-05,CITY WATER UTIL,-48.20
    2026-10-03,NETFLIX.COM 866-579-7172,-15.49
    2026-10-06,CITY WATER UTIL,-52.75
    2026-10-09,VNDR*K7Q 0042,-23.00

    • Read your context and instructions
    • Compiled the finance butler bundle

    Summary

    statement-intake turned the export into one clean table and asked about the one charge it could not name. After the table was confirmed, bill-calendar laid out November.

    Statement table: 2026-09-03 to 2026-10-09, 5 lines

    DatePrinted asPlain nameOut/InAmountCadence
    2026-09-03NETFLIX.COM 866-579-7172NetflixOut15.49monthly
    2026-09-05CITY WATER UTILCity water utilityOut48.20monthly, varies
    2026-10-03NETFLIX.COM 866-579-7172NetflixOut15.49monthly
    2026-10-06CITY WATER UTILCity water utilityOut52.75monthly, varies
    2026-10-09VNDR*K7Q 0042unidentifiedOut23.00one occurrence, cadence unknown

    Question: what is VNDR*K7Q 0042? It is not guessed, and it stays off the calendar until you say what it is.

    Bill calendar: November 2026

    DuePayeeAmountRemind onStatus
    2026-11-03Netflix (autopay)15.492026-11-01open
    2026-11-06City water utilityvaries2026-11-01open

    Month total (known amounts): 15.49
    Watch: the water bill varies, last known 52.75.

    Next steps

    • Copy the Remind on dates into your own calendar app.
    • Organized, not advised: what to pay, keep or cancel is your call.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Organizes bills, renewals and subscriptions into a calendar and summary. It does not give financial advice.

    What is inside

    The persona plus 4 skills.

    • bill calendar
    • spending summarizer
    • subscription auditor
    • subscription lister

    Use cases

    • Organizing a month of disparate PDF bills into a unified payment schedule.
    • Auditing subscription renewals to identify price hikes or duplicate services.
    • Preparing a clean summary of household expenses for a professional tax advisor.
    • Setting up a calendar of upcoming due dates with necessary lead times.

    Known limitations

    Does not provide financial, tax, or investment advice. Cannot execute payments, transfers, or cancellations. Requires nicknames or last-four digits for accounts as it will not store full numbers.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    No financial/investment advice provided. Cannot execute transactions or store full account/card numbers. User must confirm all extracted data.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Security scanned

    Checked by our 8-point scan before listing

    1 use

    Times used to date

    Money-back guarantee

    Doesn't do what its page promises? You get your money back.

    Trust & safety

    Security scan

    Security scan passed 6 days ago

    Permissions

    Read Files
    Listed3 months ago
    Updated6 days ago

    What's inside

    Frequently Asked Questions

    Finance Butler is a clerical-focused skill that extracts and organizes data from billing statements and subscriptions into clean tables, deliberately omitting the unsolicited financial advice or judgmental commentary typical of standard AI interactions.

    Version 1.1 has the persona plus 6 skills: statement-intake, bill-calendar, spending-summarizer, subscription-auditor (it now includes what subscription-lister did), renewal-negotiator and monthly-close-note. They are plain SKILL.md files that work with any agent that reads skills. The bundle gives no financial advice and cannot pay, cancel or move money. There are no scripts, templates or spreadsheets.

    This skill is designed for privacy; it uses nicknames or the last four digits of accounts to organize data and does not have the capability to execute payments, transfers, or account cancellations.

    Install it through Agensi or copy the folders into your agent's skills directory and load the persona first. Then paste statement text or a CSV export, and statement-intake turns it into a clean table for the other skills. It reads text you paste and does not connect to a bank.

    Yes. Buyers get new versions of this bundle through Agensi. Version 1.1 added statement-intake, which handles CSV exports and pasted statement text, including separate money-in and money-out columns.

    Any agent that reads SKILL.md files. You paste statement text or a CSV export, so no file upload feature is needed.

    New in Finance & Accounting