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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Corporate Treasury

7 skills All Corporate Treasury tools →
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…
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