skills
01Plugin Claude Code
Open Accountant financial skills — P&L reports, budgeting, tax prep, debt payoff, and more for AI agents.
Plugin Claude Code
Open Accountant financial skills — P&L reports, budgeting, tax prep, debt payoff, and more for AI agents.
Skill Claude CodeCodex
Calculate break-even revenue by separating fixed and variable costs.
Skill Claude CodeCodex
Project future cash flow using historical trends and recurring patterns.
Skill Claude CodeCodex
Analyze revenue and costs per client to find your most profitable accounts.
Skill Claude CodeCodex
Monitor 1099 contractor payments and flag $600 threshold.
Skill Claude CodeCodex
Track unpaid invoices by age bucket and flag overdue payments.
Skill Claude CodeCodex
Run a monthly bookkeeping close checklist with reconciliation.
Skill Claude CodeCodex
Manage finances across multiple businesses or legal entities.
Skill Claude CodeCodex
Import PayPal CSV exports with fee, refund, and currency handling.
Skill Claude CodeCodex
Analyze pricing against costs and margins to optimize profitability.
Skill Claude CodeCodex
Generate a profit and loss statement for any date range.
Skill Claude CodeCodex
Track rental income, expenses, ROI, and cap rate per property.
Skill Claude CodeCodex
Assess client concentration risk using revenue share and Herfindahl index.
Skill Claude CodeCodex
Calculate months of cash runway at current burn rate.
Skill Claude CodeCodex
Detect seasonal revenue and expense patterns across 12+ months of data.
Skill Claude CodeCodex
Import Square sales CSV exports with tips, refunds, and fee handling.
Skill Claude CodeCodex
Import Stripe payment CSV exports with charges, fees, and refund handling.
Skill Claude CodeCodex
Reconcile Venmo business transactions and separate personal from business.
Skill Claude CodeCodex
Import Wise (TransferWise) CSV exports with multi-currency handling.
Skill Claude CodeCodex
Track charitable donations and estimate their tax deduction value.
Skill Claude CodeCodex
Build avalanche or snowball debt payoff plans with payment schedules.
Skill Claude CodeCodex
Calculate emergency fund target and track savings progress toward it.
Skill Claude CodeCodex
Set savings goals with timelines and track monthly progress toward them.
Skill Claude CodeCodex
Find insurance payments, total annual premiums, and compare to benchmarks.