Skill Claude Code
A skill for managing the financial and strategic work around acquiring or investing in a company. M&A means mergers and acquisitions, including buying, selling, or combining companies.
Skill Claude Code
A combined business valuation analysis that compares results from discounted cash flow, comparable companies, and past transactions. It produces a valuation range and an investment or pricing recommendation.
Skill Claude Code
A management-report generation process that uses financial-system data to prepare monthly or quarterly reports. It combines financial results, KPI progress, budget comparisons, and business interpretation.
Skill Claude Code
A writing workflow for the explanatory text in a management report, including performance summaries, business highlights, risks, and the next period's outlook.
Skill Claude Code
A complete workflow for producing a monthly or quarterly management report, from collecting financial data through analysis, warning review, writing, checking, and distribution.
Skill Claude Code
A workflow for the final review, format checks, and distribution of management reports. It also checks confidentiality and required approvals before the report is sent.
Skill Claude Code
A workflow for investigating warnings on financial or business measures, such as a KPI falling below its target or changing unusually. A KPI is a tracked measure used to judge performance.
Skill Claude Code
A checklist workflow for confirming that all required tasks are complete before monthly accounting close. It covers system, purchasing, sales, payroll, tax, banking, and asset tasks.
Skill Claude Code
A final accounting check after monthly close, where monthly financial records are confirmed to balance and connect correctly. Monthly close is the process of completing a period's accounting records.
Skill Claude Code
A workflow for finding transactions recorded in the wrong accounting period and deciding whether they need correction. It covers missing, early, and delayed entries.
Skill Claude Code
An automated bank reconciliation workflow that compares bank transactions with the company's accounting records. Reconciliation means finding and explaining differences between two sets of financial records.
Skill Claude Code
A monthly payroll calculation and checking workflow that compares employee attendance with pay, deductions, and take-home amounts. Payroll is the process of calculating and paying employees.
Skill Claude Code
A combined workflow for calculating monthly pay, checking social insurance and housing-fund amounts, reviewing payroll tax, approving payments, and confirming filings.
Skill Claude Code
A review of employee social-insurance and housing-fund payroll records, covering new hires, departures, contribution bases, payments, and overdue contributions.
Skill Claude Code
A review of employee payroll tax withholding, including taxable income, deductions, tax rates, and withheld amounts.
Skill Claude Code
A comparison of a project with similar past projects or related companies inside the same organisation. It uses their returns and valuation measures as a reference for checking a discounted-cash-flow estimate.
Skill Claude Code
A structured investment decision report that combines discounted-cash-flow results, risk analysis, strategic flexibility, and internal comparisons. It prepares the information for review by a CFO, investment committee, or board.
Skill Claude Code
A financial model for estimating a project's net present value (NPV) and internal rate of return (IRR), with sensitivity analysis. NPV measures value after discounting future cash flows; IRR is the return rate that makes the investment break even.
Skill Claude Code
An end-to-end workflow for evaluating an internal investment, from checking assumptions through valuation, risk analysis, comparison, and approval reporting.
Skill Claude Code
An analysis of the extra value created by keeping investment choices open under uncertainty. These choices can include delaying, expanding, reducing, or abandoning a project.
Skill Claude Code
A project closeout step that changes a completed project to archived status, records when and by whom it was archived, and makes its directory read-only.
Skill Claude Code
A project register that scans the finance project directory and groups projects by status, type, and upcoming milestones.
Skill Claude Code
A guided setup process for creating a new finance project folder and its project information file.
Skill Claude Code
A project-status view for finance projects. It shows basic details, current phase, progress, linked work products, history, upcoming tasks, and agent notes.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: