Finance Skills for Claude
A skill is a set of instructions you paste into Claude — nothing to install, nothing to configure. Claude follows the method the way an experienced analyst would: the right formula, the right order, the right checks. Each one below is free to copy.
143 skills
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Works in Claude Desktop, Claude.ai, Cursor and any chat window
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Cap Table & Waterfall Analyzer
Model a company cap table through a liquidation or exit waterfall — preferred terms, liquidation preferences,…
For: Startup CFOs, PE/VC investors, corporate attorney…
Comparable Company Analysis
Build a comparable company (comps) analysis: select the right peer group, pull key trading multiples, benchma…
For: Investment Bankers, Equity Analysts, Corporate De…
Credit Memo Builder
Draft a complete bank credit memorandum: business overview, financial analysis, credit structure, risk assess…
For: Commercial Bankers, Credit Analysts, Relationship…
DCF Model Builder
Build a complete DCF valuation from scratch: project revenue and FCF, calculate WACC, determine terminal valu…
For: Investment Bankers, Equity Analysts, Corporate Fi…
Debt Capacity & Covenant Analyzer
Analyze how much debt a company can support, model credit metrics at different leverage levels, and track cov…
For: Leveraged finance bankers, PE associates, CFOs of…
Financial Due Diligence Tracker
Parse a data room index, map items to a standard financial due diligence checklist, flag open items, and summ…
For: PE associates, M&A bankers, corporate development…
Investment Committee Memo Writer
Convert a CIM or deal summary into a structured Investment Committee memo: thesis, market, management, financ…
For: PE associates, VC analysts, real estate investors…
LBO Quick Model
Build a back-of-envelope LBO model in minutes: sources and uses, debt schedule, returns analysis, IRR and MOI…
For: Private Equity Analysts, Investment Bankers
M&A Pitchbook Drafter
Generate a structured M&A pitchbook or sell-side process letter first draft: company overview, market positio…
For: Investment bankers, M&A advisors, corporate devel…
Merger Model & Accretion/Dilution Analyzer
Build an accretion/dilution model: input acquirer and target financials, deal structure (cash/stock/mix), syn…
For: Corporate development teams, M&A bankers, strateg…
Synergy Model Builder
Quantify and model post-merger synergies: cost saves (headcount, G&A overlap, procurement), revenue synergies…
For: Corporate development teams, M&A strategy consult…
Three-Statement Model Checker
Audit a three-statement financial model for linkage errors, circular references, balance sheet integrity, and…
For: Financial Modelers, Investment Bankers, FP&A Anal…
WACC Calculator
Calculate WACC step-by-step: CAPM cost of equity, cost of debt, beta estimation, capital structure weighting …
For: Financial Analysts, Investment Bankers, Corporate…
ASC 606 Revenue Recognition Analyzer
Apply the 5-step ASC 606/IFRS 15 framework to any contract: identify performance obligations, allocate transa…
For: Revenue accountants, Controllers, CFOs at SaaS, s…
ASC 842 Lease Accounting Processor
Extract key terms from lease documents, calculate right-of-use asset and lease liability amortization schedul…
For: Lease accountants, real estate finance teams, con…
Accrual Estimator
Estimate month-end accruals for unbilled expenses, payroll, commissions, interest, and warranties. Generate j…
For: Accountants, controllers, FP&A analysts
Bank Reconciliation Assistant
Match bank statement transactions to GL entries, surface unmatched items with suggested resolution, and produ…
For: Bookkeepers, staff accountants, small-business CF…
Bank Reconciliation Guide
Step-by-step bank reconciliation: match transactions, identify timing differences, flag errors, and produce a…
For: Staff Accountants, Controllers, Bookkeepers
Budget vs. Actual Analyzer
Analyze budget vs. actual results: identify root causes of variances, flag favorable vs. unfavorable, and dra…
For: FP&A Analysts, Controllers, CFOs
Expense Report Auditor
Audit employee expense reports for policy violations, duplicate submissions, missing receipts, and out-of-pol…
For: Controllers, AP teams, internal auditors, CFOs
Financial Statement Footnote Drafter
Draft disclosure footnotes for common accounting topics (leases, stock compensation, revenue, income taxes, d…
For: SEC reporting teams, CPA firm assurance staff, CF…
Fixed Asset Depreciation Scheduler
Generate depreciation schedules for book vs. tax across MACRS, straight-line, double-declining balance, and u…
For: Fixed asset accountants, property accounting team…
Intercompany Reconciliation Tool
Match intercompany receivables and payables across legal entities, identify out-of-balance pairs, generate el…
For: Consolidation accountants, group finance controll…
Journal Entry Reviewer
Review journal entries for GAAP compliance, proper coding, completeness, and audit risk. Flags errors, unusua…
For: Controllers, Auditors, Accounting Staff
Month-End Close Checklist
Guided month-end close workflow: accrue expenses, reconcile accounts, review flux, clear open items, and prod…
For: Controllers, Accounting Managers, Staff Accountan…
Tax Provision Builder (ASC 740)
Calculate the income tax provision: current vs. deferred tax split, temporary difference analysis, valuation …
For: Corporate tax directors, Big 4 tax provision staf…
Fixed Income Analytics Desk
Price bonds, compute modified duration, convexity, DV01, and Z-spread. Bootstrap yield curves using Nelson-Si…
For: Fixed income portfolio managers, rates traders, c…
Implied Volatility Surface Builder
Fit market option prices to a smooth implied volatility surface using SVI/SABR, detect arbitrage violations, …
For: Volatility traders, equity derivatives desks, qua…
Multi-Factor Risk Decomposer
Decompose portfolio returns and risk into factor exposures (Fama-French, momentum, quality, low-vol). Compute…
For: Quant researchers, equity risk managers, portfoli…
Options Greeks Calculator
Calculate all five options Greeks (Delta, Gamma, Theta, Vega, Rho) using Black-Scholes, plus implied volatili…
For: Options traders, portfolio managers, quants
Portfolio Optimizer (Mean-Variance & Black-Litterman)
Run Markowitz mean-variance optimization and Black-Litterman with manager views to produce efficient frontier…
For: Quant portfolio managers, asset allocators, quant…
Strategy Backtesting Engine
Run walk-forward backtests with full P&L accounting, drawdown analytics, Sharpe/Sortino/Calmar ratios, and tr…
For: Systematic traders, quant researchers, hedge fund…
AML Transaction Monitoring Analyst
Analyze transaction patterns for AML red flags: structuring, layering, unusual cash activity, high-risk juris…
For: BSA officers, AML analysts, compliance teams at b…
Credit Risk Memo Writer
Draft commercial credit approval memos: business overview, financial analysis, facility structure, risk facto…
For: Commercial loan officers, credit analysts, credit…
KYC Document Reviewer
Review customer KYC documentation packages for completeness, authenticity signals, beneficial ownership compl…
For: KYC analysts, onboarding teams, financial crimes …
Model Risk Validator
Validate financial models under SR 11-7 / OCC 2011-12 guidance. Perform conceptual soundness review, outcome …
For: Model risk management teams, bank validators, qua…
OFAC Sanctions Screening Assistant
Screen counterparties, entities, and transactions against OFAC SDN lists. Structure match scoring, escalation…
For: Compliance officers, AML analysts, KYC teams
Regulatory Change Tracker
Analyze new regulatory filings, proposed rules, and final guidance from SEC, CFTC, FinCEN, OCC, Fed, CFPB, an…
For: Chief Compliance Officers, regulatory affairs tea…
SAR Narrative Writer
Draft complete, FinCEN-compliant Suspicious Activity Report narratives covering who, what, when, where, why, …
For: BSA officers, AML compliance teams at banks, cred…
SOX 404 Controls Auditor
Design, test, and document SOX 404 internal controls over financial reporting. Draft control matrices, walkth…
For: Public company internal auditors, SOX managers, B…
Exotic Options Pricer
Price barrier, Asian, lookback, digital, and rainbow options via Monte Carlo, PDE finite-difference, and clos…
For: Exotic derivatives desks, structured products qua…
Market Regime Classifier
Classify current market regime (risk-on/off, volatility regime, trend/mean-reversion) using Hidden Markov Mod…
For: Macro quants, multi-strategy funds, tactical asse…
Stochastic Volatility Calibrator
Calibrate Heston, SABR, and local volatility models to market option prices. Compute calibration error surfac…
For: Derivatives modeling desks, volatility arbitrage …
VaR and Stress Testing Model
Run parametric and historical Value at Risk calculations, plus stress scenarios for equity, fixed income, and…
For: Risk managers, portfolio managers, quantitative a…
XVA Desk Calculator
Compute CVA, DVA, FVA, MVA, and KVA for derivatives books under multiple netting/collateral regimes. Produce …
For: Bank XVA desks, counterparty credit risk teams, C…
Crypto Tax Optimizer
Identify tax-loss harvesting opportunities, optimize lot selection (HIFO vs FIFO), compute wash sale equivale…
For: Crypto investors, digital asset fund managers, ta…
DeFi Protocol Risk Screener
Screen any DeFi protocol for smart contract risk, liquidity risk, oracle risk, governance risk, and economic …
For: DeFi yield farmers, DAO treasuries, crypto funds …
DeFi Yield Farming Analyzer
Analyze DeFi liquidity pool positions: calculate real APY after fees, impermanent loss breakeven, and optimal…
For: DeFi investors, yield farmers, crypto portfolio m…
NFT Collection Valuation
Value individual NFTs using trait rarity scoring, sales comparables, floor/ceiling analysis, and collection h…
For: NFT collectors, digital art funds, NFT project fo…
On-Chain Portfolio Analyzer
Analyze any wallet or DeFi portfolio: token balances, LP positions, staking rewards, unrealized P&L, and tax …
For: Crypto investors, DeFi traders, crypto fund manag…
Smart Contract Audit Assistant
Review Solidity smart contracts for common vulnerabilities: reentrancy, integer overflow, access control, fla…
For: DeFi developers, protocol founders, auditors revi…
Token Launch Due Diligence
Conduct pre-investment due diligence on new token launches: team background, whitepaper quality, code audit s…
For: Crypto VCs, angel investors, retail investors eva…
Tokenomics Evaluator
Evaluate any crypto token's supply schedule, emission rates, vesting cliffs, utility mechanics, inflation/def…
For: Crypto investors, protocol designers, VCs evaluat…
AML Transaction Monitoring Alert Triage Tool
Triage and investigate AML transaction monitoring alerts. Analyzes the alert context, applies typology patter…
For: AML analysts (Level 1 and Level 2), financial cri…
Financial Crime Investigation Narrative Writer
Structure and write a comprehensive financial crime investigation report. Covers the investigative timeline, …
For: Financial crime investigators, fraud examiners, l…
KYC File Assembler & CDD Packager
Compile and structure a Know Your Customer (KYC) / Customer Due Diligence (CDD) file for individual and entit…
For: KYC analysts, onboarding teams, compliance office…
Model Risk Governance Validator
Review a quantitative model against SR 11-7 / OCC 2011-12 model risk management guidance. Assess documentatio…
For: Model risk managers, model validators, bank CROs,…
OFAC Sanctions Screening Name Match Analyzer
Analyze potential OFAC SDN list matches for customers, counterparties, and transactions. Evaluate match quali…
For: Sanctions compliance officers, OFAC analysts, BSA…
Regulatory Exam Management Assistant
Prepare for a bank regulatory examination or compliance audit. Organizes the exam request list, assigns docum…
For: CCOs, BSA officers, compliance managers, bank exe…
SAR Narrative Writer (AML)
Draft a Suspicious Activity Report (SAR) narrative for FinCEN filing. Structures the 5W narrative (who, what,…
For: BSA officers, AML compliance analysts, financial …
Borrower Financial Spreading Tool
Normalize borrower financial statements into a standard spreading format. Compute key credit ratios, recast E…
For: Credit analysts, underwriters, loan officers
CRE Rent Roll Normalizer & NOI Calculator
Analyze a commercial real estate rent roll: normalize lease terms, calculate occupancy, project gross potenti…
For: CRE lenders, underwriters, asset managers, invest…
Commercial Credit Memo Writer
Transform borrower financial statements and loan request details into a polished commercial credit memo. Cove…
For: Commercial bankers, credit analysts, loan officers
Commercial Loan Call Prep Brief Generator
Generate a structured pre-call or pre-meeting brief for commercial bankers. Includes borrower financial snaps…
For: Commercial relationship managers, loan officers, …
DSCR & Debt Yield Underwriting Calculator
Calculate DSCR and debt yield for commercial real estate and business loans. Run sensitivity tables across NO…
For: CRE lenders, commercial bankers, CMBS underwriters
Loan Covenant Compliance Tracker
Check borrower financials against loan agreement covenants. Flag any breaches, calculate headroom, and draft …
For: Credit analysts, loan officers, portfolio managers
SBA Loan Eligibility & Narrative Assistant
Assess SBA 7(a) and 504 loan eligibility, prepare the loan narrative, and structure the application for small…
For: SBA lenders, loan officers, small business bankers
13-Week Cash Flow Forecast Builder
Build a detailed 13-week cash flow forecast. Projects weekly operating receipts and disbursements, identifies…
For: Corporate treasurers, CFOs, FP&A teams, lenders m…
Bank Relationship Fee Analysis & Scorecard
Analyze bank account analysis statements, benchmark fees against market rates, score bank service quality, an…
For: Corporate treasurers, finance operations teams, c…
FX Exposure Report & Hedging Strategy Advisor
Analyze a company's foreign currency exposures, calculate net FX risk by currency pair, and recommend a hedgi…
For: Corporate treasurers, CFOs, FX risk managers at m…
Intercompany Netting & Settlement Optimizer
Calculate net positions across intercompany transactions in a multinational group. Reduces the number of cros…
For: Group treasurers, multinational CFOs, intercompan…
Investment Policy Statement (IPS) Builder for Corporates
Draft a corporate cash investment policy statement. Covers investment objectives, risk tolerance, eligible se…
For: Corporate treasurers, CFOs, board of directors, a…
Treasury Board Reporting Package Builder
Build a comprehensive monthly or quarterly treasury board reporting package. Covers liquidity summary, debt a…
For: Corporate treasurers, CFOs, board of directors, a…
Working Capital Optimization Analyzer
Analyze a company's working capital efficiency across DSO, DPO, and DIO metrics. Identify cash conversion cyc…
For: CFOs, corporate treasurers, FP&A teams, PE portfo…
CSRD Compliance Gap Analyzer
Assess a company's current disclosures against EU Corporate Sustainability Reporting Directive (CSRD) require…
For: Sustainability officers, IR teams, EU-listed comp…
ESG Materiality Assessment Facilitator
Guide a company through a double materiality assessment for ESG reporting. Structures stakeholder input, scor…
For: Sustainability officers, ESG consultants, IR team…
GHG Scope 1/2/3 Emissions Calculator & Narrative
Calculate greenhouse gas emissions across Scope 1, 2, and 3 categories. Applies GHG Protocol methodology, sel…
For: Sustainability teams, ESG analysts, finance teams…
Green Bond Framework & Verification Assistant
Draft a Green Bond Framework aligned with ICMA Green Bond Principles. Covers eligible project categories, use…
For: Corporate treasurers, DCM bankers, sustainability…
Net Zero Strategy & Science-Based Target Advisor
Design a net zero strategy and set science-based emissions reduction targets. Covers baseline assessment, nea…
For: CSOs, sustainability directors, CFOs managing cli…
Supply Chain ESG Due Diligence Scorer
Assess supplier ESG risk across environmental, social, and governance dimensions. Scores suppliers on key ris…
For: Procurement teams, ESG officers, supply chain ris…
TCFD Climate Risk Disclosure Writer
Draft a complete TCFD-aligned climate risk disclosure. Covers governance, strategy (physical and transition r…
For: CFOs, IR teams, sustainability officers, ESG repo…
Alternative Investment Performance Attribution Analyzer
Analyze a family office's alternative investment portfolio. Calculates IRR, TVPI, RVPI, and DPI by fund/vinta…
For: Family office CIOs, UHNW investors, alternatives …
Estate Planning Scenario Modeler
Model estate planning scenarios for ultra-high-net-worth families. Projects estate tax liability under curren…
For: Estate planning attorneys, family office advisors…
Family Foundation Grantmaking Strategy Builder
Develop a strategic grantmaking plan for a family foundation. Covers mission articulation, focus area selecti…
For: Family foundation executives, philanthropic advis…
Family Governance Charter & Constitution Builder
Draft a family governance charter and constitution for a family office or family business. Covers family valu…
For: Family governance advisors, family office executi…
Multi-Entity Wealth Consolidation Reporter
Consolidate financial positions across multiple legal entities, trusts, and accounts into a single family wea…
For: Family office COOs, CFOs, ultra-high-net-worth fa…
Next-Generation Wealth Education Brief Generator
Prepare educational briefs for family members on key wealth management topics. Covers investment basics, fami…
For: Family office advisors, wealth managers, family g…
Private Asset Valuation Summary for Family Offices
Prepare a quarterly valuation summary for illiquid family office holdings: direct investments, private equity…
For: Family office CIOs, CFOs, auditors, family wealth…
Board Deck Financial Commentary Writer
Draft concise, board-ready financial narrative for monthly and quarterly board packages: executive summary, K…
For: CFOs, FP&A directors, investor relations professi…
Budget-to-Actual Variance Analyzer
Analyze budget vs. actual variances by account, cost center, and driver. Draft management commentary explaini…
For: FP&A analysts, finance business partners, CFOs pr…
Capital Expenditure & ROI Analyzer
Evaluate capital investment proposals using NPV, IRR, payback period, and modified IRR. Compare multiple cape…
For: FP&A managers, CFOs evaluating plant/equipment in…
Headcount Planning Tool
Model department headcount plans with hiring timelines, fully-loaded cost (salary, benefits, equity, overhead…
For: FP&A analysts, HR finance business partners, COOs…
Rolling Forecast Builder
Build a 12-month rolling forecast using driver-based assumptions. Update with actuals each month, reproject r…
For: FP&A managers, finance directors, companies repla…
SaaS Metrics Dashboard Analyst
Compute and analyze the complete SaaS metric stack: ARR, NRR, GRR, CAC, LTV, payback period, Rule of 40, magi…
For: SaaS CFOs, VP Finance, FP&A teams, investors anal…
Scenario Planning & Sensitivity Modeler
Build multi-scenario financial models: base, bull, bear cases with defined assumption sets. Run Monte Carlo s…
For: FP&A managers, CFOs raising capital, strategy tea…
Actuarial Reserve Adequacy Reviewer
Review actuarial reserve workbooks for property-casualty or life insurance companies. Identify methodology an…
For: Actuaries, insurance CFOs, reserve analysts, exte…
Claims Documentation & Triage Assistant
Structure and document insurance claims from first notice of loss through coverage analysis. Produce an initi…
For: Claims adjusters, coverage counsel, claims manage…
D&O / E&O Coverage Gap Analyzer
Review Directors & Officers (D&O) or Errors & Omissions (E&O) insurance policies for coverage gaps. Compare s…
For: Risk managers, CFOs, insurance brokers, GCs revie…
Insurance Underwriting Submission Analyzer
Analyze an insurance underwriting submission for commercial lines. Assess risk quality, pricing adequacy, cov…
For: Commercial lines underwriters, E&S brokers, reins…
Loss Run Analyzer & LCR Calculator
Analyze 5-year loss run data for an insurance account. Calculate loss cost ratio, identify frequency/severity…
For: Underwriters, brokers, risk managers, captive man…
Reinsurance Treaty Abstractor
Extract key terms from reinsurance treaty agreements. Summarize coverage triggers, retention, limits, exclusi…
For: Reinsurance accountants, ceding company underwrit…
State Insurance Regulatory Filing Narrative Writer
Draft actuarial and management narratives for state insurance department rate and form filings. Covers loss c…
For: Insurance rate filing actuaries, compliance offic…
Buyer Universe Screener & Deal Sourcing Tool
Identify and prioritize potential strategic and financial buyers for a sell-side M&A process. Scores buyers o…
For: M&A bankers, corporate development, sell-side adv…
Comparable Companies & Precedent Transactions Analyzer
Build a public company comparable analysis (comps) and precedent M&A transactions analysis. Calculates EV/EBI…
For: Investment bankers, equity research analysts, cor…
Data Room Red Flag & Due Diligence Extractor
Analyze M&A data room contents and extract due diligence red flags. Covers financial, legal, commercial, oper…
For: M&A analysts, PE due diligence teams, corporate d…
Fairness Opinion Financial Analysis Assistant
Prepare the financial analysis underlying a fairness opinion. Structures DCF, LBO, comps, and precedent trans…
For: Investment bankers providing fairness opinions, b…
Investment Committee Memo Writer (M&A / PE)
Write a comprehensive investment committee (IC) memo for a proposed M&A or private equity investment. Structu…
For: PE associates, corporate development analysts, in…
M&A Synergy Calculator & Integration Tracker
Quantify cost and revenue synergies from an M&A transaction. Build a synergy waterfall, timeline to realizati…
For: Investment bankers, corporate development teams, …
SPA / Purchase Agreement Clause Analyzer
Review key provisions of a Stock Purchase Agreement (SPA) or Asset Purchase Agreement (APA). Summarize reps a…
For: M&A lawyers, corporate development teams, PE deal…
Cap Table & Waterfall Analyzer (PE/VC)
Build cap tables with multiple share classes, model waterfall distributions for different exit values, comput…
For: PE associates, VC investors, startup founders and…
Deal Sourcing & Target Screening Tool
Systematically screen acquisition targets: define search criteria, build target lists, score companies on str…
For: PE deal teams, corporate development officers, bu…
Investment Committee Memo Writer (PE)
Draft a complete private equity investment committee memo: executive summary, business overview, investment t…
For: PE associates and VPs preparing IC presentations,…
LBO Model Builder
Build a complete leveraged buyout model: entry assumptions, debt structure, operating model, returns analysis…
For: Private equity associates, investment bankers, le…
LP Quarterly Report Writer
Draft Limited Partner quarterly reports: fund performance summary, MOIC and IRR by vintage, portfolio company…
For: GP investor relations teams, fund managers, VC fu…
Portfolio Company KPI Monitor
Build a PE portfolio company monitoring framework: monthly KPI reporting templates, covenant compliance track…
For: PE portfolio managers, operating partners, CFOs a…
VC Term Sheet Analyzer
Analyze venture capital term sheets: pre-money valuation, dilution math, liquidation preference stacks, anti-…
For: Startup founders, startup attorneys, VC associate…
CRE Pro Forma Underwriting Model
Build a complete commercial real estate pro forma from T-12 financials and rent roll. Projects stabilized NOI…
For: CRE investors, developers, lenders, asset managers
Cap Rate & Valuation Variance Analyzer
Compare multiple CRE valuation approaches: cap rate, replacement cost, comparable sales, and DCF. Identify th…
For: CRE investors, appraisers, lenders, brokers
Mortgage Loan Pre-Qualification Narrative Writer
Draft a residential or commercial mortgage pre-qualification narrative. Covers borrower income analysis, DTI …
For: Loan officers, mortgage brokers, residential lend…
Multifamily Acquisition Underwriting Model
Underwrite a multifamily apartment acquisition. Project unit-level revenue, operating expenses, value-add ren…
For: Multifamily investors, apartment syndicators, pro…
Offering Memorandum Red Flag Extractor
Analyze a commercial real estate offering memorandum (OM) and extract critical red flags, inconsistencies, an…
For: CRE investors, buyers, acquisitions analysts
Real Estate 1031 Exchange Analyzer
Calculate tax deferral under IRC Section 1031, identify like-kind exchange requirements, compute boot receive…
For: Real estate investors, CPAs, QIs, real estate att…
Real Estate Development Feasibility Analyzer
Assess the financial feasibility of a real estate development project. Calculates total development costs, pr…
For: Real estate developers, development financiers, l…
Board Deck Financial Commentary Writer (SMB/Startup)
Write the financial section of a startup or SMB board deck. Covers P&L vs. plan, key metric performance, cash…
For: Startup CFOs, founders, SMB executives presenting…
Fundraising Data Room Preparation Assistant
Prepare a comprehensive investor data room for a startup fundraise. Organizes documents by category, identifi…
For: Startup founders, CFOs, investor relations teams …
SMB Financial Health Assessment
Perform a comprehensive financial health assessment for a small or medium-sized business. Reviews profitabili…
For: SMB owners, bookkeepers, accountants, small busin…
SaaS Metrics Dashboard Analyzer
Calculate and interpret the full suite of SaaS metrics: MRR, ARR, churn, NRR, LTV, CAC, payback period, and R…
For: SaaS founders, CFOs, VCs, growth operators
Startup Runway & Burn Rate Calculator
Calculate startup burn rate, runway, and cash-out date. Model hiring and growth scenarios, identify the minim…
For: Startup founders, CFOs, VCs monitoring portfolio …
Three-Statement Financial Model Builder (Startup)
Build an integrated three-statement financial model (income statement, balance sheet, cash flow statement) fo…
For: Startup CFOs, founders, FP&A teams, investors bui…
Unit Economics Calculator
Calculate and stress-test unit economics for a startup or SMB product. Covers contribution margin, customer p…
For: Startup founders, product managers, e-commerce op…
ASC 606 Revenue Recognition Contract Analyzer
Apply the ASC 606 five-step model to complex customer contracts. Identify performance obligations, determine …
For: Revenue accountants, controllers, Big 4 auditors
ASC 842 Lease Classification Analyzer
Classify leases under ASC 842, calculate right-of-use assets and lease liabilities, produce journal entries, …
For: Controllers, lease administrators, auditors, CFOs
Multi-State Tax Nexus Analyzer
Determine state income tax and sales tax nexus for businesses operating in multiple states. Analyze physical …
For: CPAs, state tax directors, controllers, e-commerc…
R&D Tax Credit Qualification Analyzer
Identify qualifying R&D activities and expenditures under IRC Section 41, calculate the federal R&D credit (r…
For: Controllers, tax directors, startup CFOs, Big 4 R…
Tax Planning Optimizer
Analyze a client's financial situation and identify tax planning strategies for the current year. Covers enti…
For: CPAs, tax advisors, financial planners
Tax Research Memo Writer
Structure and write a professional tax research memorandum. Covers facts, issue statement, analysis of IRC co…
For: CPAs, tax associates, Big 4 staff, in-house tax t…
Transfer Pricing Documentation Generator
Draft OECD-compliant transfer pricing documentation for intercompany transactions. Covers functional analysis…
For: Tax directors, Big 4 transfer pricing specialists…
Client Investment Policy Statement Builder
Draft comprehensive Investment Policy Statements (IPS) for individual or institutional clients: objectives, c…
For: RIAs, wealth managers, family offices, institutio…
Client Meeting Prep & Performance Summary
Prepare for client investment review meetings: performance attribution, talking points, proactive agenda for …
For: Wealth advisors, RIAs, private bank relationship …
Estate Planning Checklist Advisor
Guide clients through complete estate planning review: will adequacy, trust structures, beneficiary designati…
For: Wealth advisors, estate planning attorneys, finan…
Monte Carlo Retirement Planner
Run Monte Carlo simulation for retirement planning: probability of portfolio surviving 30+ years, safe withdr…
For: Financial advisors, RIAs, individuals planning re…
Portfolio Construction Advisor
Design investment portfolios for individual investors: asset allocation by risk tolerance, efficient frontier…
For: RIAs, wealth managers, individual investors, fami…
Tax-Loss Harvesting Optimizer
Identify tax-loss harvesting opportunities across investment accounts, select replacement securities to maint…
For: Wealth managers, RIAs, high-net-worth investors m…
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