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 · Works in Claude Desktop, Claude.ai, Cursor and any chat window
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Accounting

13 skills All Accounting tools →
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…
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