Browse all 243 finance AI skills for Claude

Dynamically links Income Statement, Balance Sheet, and Cash Flow statements from historical data to project future periods.

Ingests bank feeds and internal ledgers, using semantic matching to reconcile balances and flag transaction variances.

Extracts line-item data from unstructured invoices, maps them to GL codes, and flags duplicate or fraudulent billing.

Monitors multi-jurisdictional revenue streams and applies localized tax rules to calculate real-time deferred tax provisions.

Tracks asset registries, automatically calculates optimal depreciation schedules (MACRS, Straight-Line), and updates journals.

Identifies, matches, and automatically eliminates cross-entity transactions during global corporate consolidation.

Drafts disclosure notes and management discussion & analysis (MD&A) sections by synthesizing trial balances and operational data.

Analyzes customer contracts against delivery milestones to generate compliant revenue recognition schedules.

Cross-references third-party payroll processing outputs with internal HR logs and generates balanced ledger entries.

Extracts lease terms, options, and payments from unstructured real estate/equipment contracts to map right-of-use assets.

Monitors Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO) to dynamically recommend optimal vendor payment timing.

Calculates inventory value under FIFO/LIFO/Weighted Average and isolates price vs. volume manufacturing variances.

Uses historical collection trends and macroeconomic indicators to dynamically adjust the Allowance for Doubtful Accounts.

Deconstructs corporate overhead and cross-allocates internal charges to yield real-time product/regional margin visibility.

Tracks spot exchange rates to execute multi-currency ledger remeasurements and isolate realized/unrealized FX gains & losses.

Aggregates morning bank balances across global entities to forecast daily liquidity needs and suggest sweep movements.

Ingests utility bills, logistics data, and supply chain invoices to calculate and map Scope 1, 2, and 3 carbon equivalents.

Compares actual monthly performance to budget targets and writes automated executive summaries detailing the underlying drivers.

Scans global e-commerce and B2B invoices to determine accurate localized VAT/GST tax rates and flags cross-border transactional mismatches.

Monitors accounts payable transactions in real time against updated sales tax parameters to prevent under/overpayment errors.

Analyzes 3-year historical tax income pools and macro forecasts to stress-test whether DTAs require structural valuation allowances.

Ingests client short-payment notices and maps them to structural inventory delivery shortages or logistics bills of lading.

Applies current vs historical exchange rate parameters to multi-entity foreign balance sheets during legal global consolidation.

Scans developer JIRA tickets and timesheets using semantic classification to isolate qualified wages for R&D credit capture.

Cross-references stale outstanding checks and uncashed vendor credits against regional state-by-state dormancy timeline parameters.

Audits project time card charging metrics against strict Federal Cost Accounting Standards (CAS) frameworks to prevent billing penalties.

Automates high-throughput item matching between operational inventory/billing subledgers and the master general ledger ledger framework.

Guided month-end close workflow: accrue expenses, reconcile accounts, review flux, clear open items, and produce a sign-off checklist — step by step in Claude.

Review journal entries for GAAP compliance, proper coding, completeness, and audit risk. Flags errors, unusual items, and missing support — before your auditors do.

Step-by-step bank reconciliation: match transactions, identify timing differences, flag errors, and produce a clean reconciliation statement with unexplained items highlighted.

Analyze budget vs. actual results: identify root causes of variances, flag favorable vs. unfavorable, and draft management commentary explaining the drivers.

Audit employee expense reports for policy violations, duplicate submissions, missing receipts, and out-of-policy amounts. Generate flagged items and escalation recommendations.

Estimate month-end accruals for unbilled expenses, payroll, commissions, interest, and warranties. Generate journal entry drafts with supporting calculations.

Match bank statement transactions to GL entries, surface unmatched items with suggested resolution, and produce a signed-off reconciliation memo ready for the controller.

Apply the 5-step ASC 606/IFRS 15 framework to any contract: identify performance obligations, allocate transaction price, determine recognition timing, and flag variable consideration risks.

Extract key terms from lease documents, calculate right-of-use asset and lease liability amortization schedules, and produce opening journal entries under ASC 842 / IFRS 16.

Calculate the income tax provision: current vs. deferred tax split, temporary difference analysis, valuation allowance assessment, and ETR reconciliation per ASC 740.

Match intercompany receivables and payables across legal entities, identify out-of-balance pairs, generate elimination entries, and produce a consolidation sign-off memo.

Draft disclosure footnotes for common accounting topics (leases, stock compensation, revenue, income taxes, debt) following ASC/IFRS language standards, formatted for 10-K or standalone financials.

Generate depreciation schedules for book vs. tax across MACRS, straight-line, double-declining balance, and units-of-production methods. Handle partial-year conventions and disposals.