Skill Claude CodeCodex
An audit-material collection workflow for gathering documents and records needed by auditors from an ERP system or document store. It checks the requested list, identifies missing items, and records alternatives and delivery status.
Skill Claude CodeCodex
An end-to-end workflow for supporting an annual audit, from collecting requested records through reviewing proposed accounting changes, managing confirmations, and communicating the audit conclusion. An audit is an independent review of a company’s financial information and controls.
Skill Claude CodeCodex
A workflow for managing confirmation letters sent to banks, customers, suppliers, and other business contacts during an audit. An audit confirmation is a request for an outside party to verify balances or other financial information.
Skill Claude CodeCodex
A support workflow for an audit committee, the board group that oversees financial reporting, internal and external audits, and internal controls. It organizes audit findings, remediation progress, reports, fees, and meeting agendas.
Skill Claude CodeCodex
A workflow for creating presentations for a company’s board or committees, covering results, strategy, risks, major matters, and next steps. A Board Deck is the slide presentation used to brief those decision-makers.
Skill Claude CodeCodex
A workflow for preparing and distributing board-meeting materials, such as agendas, reports, and decision documents, to directors.
Skill Claude CodeCodex
A workflow for preparing and following up on board or board-committee meetings. It covers the agenda, meeting materials, minutes, and tracking of decisions; a board is the group that oversees a company’s management and direction.
Skill Claude CodeCodex
A workflow for preparing materials and managing processes for board and committee meetings. A board is the group that oversees a company; an audit committee focuses on financial reporting, controls, and audits.
Skill Claude CodeCodex
A workflow for helping finance teams gather, review, balance, and prepare an organisation’s yearly budget.
Skill Claude CodeCodex
A process for reviewing requests to increase, reduce, or move a company budget. It evaluates the reason, business effect, funding source, and approval level, then recommends approval, rejection, or conditions.
Skill Claude CodeCodex
A workflow for comparing department budgets with money already spent and amounts already committed but not yet paid.
Skill Claude CodeCodex
A method for analysing why actual spending or results differ from a budget. It separates differences caused by prices, quantities, sales volume, efficiency, controllable actions, external events, or problems in the original budget.
Skill Claude CodeCodex
A structured workflow for turning business data into checked findings and recommendations. It combines topic analysis, insight generation, false-alert handling, and quality review.
Skill Claude CodeCodex
A workflow for finding useful patterns, unusual results, and business opportunities in financial or operational data, then turning them into recommendations.
Skill Claude CodeCodex
A review process for checking whether business insights are supported by accurate data, sound calculations, sensible reasoning, and practical conclusions.
Skill Claude CodeCodex
A research workflow for designing and analyzing questionnaires, interviews, or focus groups. It can cover customer research, employee satisfaction, market research, NPS (a measure of how likely people are to recommend something), and product feedback.
Skill Claude CodeCodex
A method for studying how business or financial measures change over time, including long-term direction, recurring seasonal patterns, cycles, and unusual movements.
Skill Claude CodeCodex
A capital-planning workflow for comparing investments, estimating WACC (the average cost of company funding), planning budgets, and managing shareholder returns.
Skill Claude CodeCodex
A framework for assessing a proposed investment through financial returns, risks, and fit with company strategy.
Skill Claude CodeCodex
A comparison of ROIC (return on invested capital) with WACC (the average cost of company funding) to judge whether a business is creating value.
Skill Claude CodeCodex
A financial planning method that compares baseline, optimistic, and pessimistic assumptions to estimate their effects on returns, cash flow, or valuation.
Skill Claude CodeCodex
A calculation workflow for WACC, or weighted average cost of capital—the blended rate a company pays for debt and shareholder funding.
Skill Claude CodeCodex
A cash-flow forecast estimates expected money coming in and going out over the next one to three months.
Skill Claude CodeCodex
A cash-management process combines daily balance checks, weekly payment planning and monthly cash-flow forecasts.