vivy-yi

vivy-yi/finance-skills

Skill Claude Code

A disclosure-management review checks business events that may need public or regulatory disclosure, such as related-party transactions, guarantees and loans.

vivy-yi/finance-skills

Skill Claude Code

A regulatory-reporting process prepares financial reports required by government or supervisory bodies and submits them by their deadlines.

vivy-yi/finance-skills

Skill Claude Code

A process for preparing tax filings from an enterprise resource planning system, checking the figures, confirming payment, and tracking what remains outstanding. It covers taxes such as VAT, corporate income tax, and payroll withholding where applicable.

vivy-yi/finance-skills

Skill Claude Code

A cost-centre performance review compares each department’s budget and actual costs with its output, efficiency, capacity use and quality.

vivy-yi/finance-skills

Skill Claude Code

A complete cost-control review combines standard-cost variance analysis, expense-ratio analysis and cost-centre performance into one management process.

vivy-yi/finance-skills

Skill Claude Code

A process for comparing sales, administrative, and research-and-development spending with revenue, budgets, targets, and earlier periods. It breaks down spending by type and department.

vivy-yi/finance-skills

Skill Claude Code

A process for comparing actual production costs with standard costs, which are the expected costs for materials, labour, and manufacturing overhead. It separates the difference into quantity, price, and efficiency effects.

vivy-yi/finance-skills

Skill Claude Code

A workflow for collecting environmental, social, and governance data from multiple departments and systems, checking its completeness and accuracy, and producing a data-quality report. ESG covers topics such as emissions, employees, safety, board oversight, ethics, and privacy.

vivy-yi/finance-skills

Skill Claude Code

An ESG materiality assessment workflow for identifying which environmental, social, and governance topics matter most to a company and its stakeholders. ESG covers issues such as emissions, employee safety, privacy, ethics, and board oversight.

vivy-yi/finance-skills

Skill Claude Code

A process for tracking how a company's environmental, social, and governance ratings change across rating agencies. ESG ratings assess topics such as climate impact, employee practices, and company oversight.

vivy-yi/finance-skills

Skill Claude Code

An ESG reporting workflow for collecting and combining environmental, social, and governance data, tracking ESG ratings, handling major events, and preparing disclosures. ESG is a way to report how an organisation affects the environment, people, and its governance.

vivy-yi/finance-skills

Skill Claude Code

An ESG reporting workflow for preparing an annual sustainability report. It collects and organizes environmental, social, and governance data and aligns disclosures with selected reporting frameworks.

vivy-yi/finance-skills

Skill Claude Code

A process for finding repeated or connected irregularities in employee expense claims and supplier payments. It combines signals such as invoice problems, policy violations, approval differences, and rejected claims.

vivy-yi/finance-skills

Skill Claude Code

A workflow for checking whether value-added-tax invoices are genuine and whether their printed details match the tax authority’s records. It covers several Chinese invoice types and uses the national tax verification platform when available.

vivy-yi/finance-skills

Skill Claude Code

An expense-policy compliance check that compares a reimbursement claim with company limits. It uses the travel city, employee level, expense type, and number of days to determine whether the claim is within the allowed standard.

vivy-yi/finance-skills

Skill Claude Code

A Chinese-language workflow for reviewing employee expense claims from invoice verification through policy, budget, approval, and purchase checks.

vivy-yi/finance-skills

Skill Claude Code

An automated three-way check for purchase-related expenses, comparing the contract or purchase order, receiving record, and supplier invoice. It checks amounts, dates, parties, and other details for inconsistencies.

vivy-yi/finance-skills

Skill Claude Code

A finance workflow for comparing planned and actual income, costs, and spending across accounts, departments, or product lines.

vivy-yi/finance-skills

Skill Claude Code

A combined finance workflow that brings together key performance indicators, profit-and-loss analysis, budget tracking, anomaly checks, root-cause analysis, and action items.

vivy-yi/finance-skills

Skill Claude Code

A financial KPI dashboard workflow for tracking a company's key performance indicators. KPIs are measurable signs of business health, such as profit margins, cash strength, operating efficiency, and growth.

vivy-yi/finance-skills

Skill Claude Code

A finance workflow for examining an income statement—the report of revenue, costs, expenses, and profit—against previous periods and the budget.

vivy-yi/finance-skills

Skill Claude Code

A finance workflow for reviewing a company’s relationships with its banks, including credit limits, borrowing costs, service, and relationship goals.

vivy-yi/finance-skills

Skill Claude Code

A financial review process for checking whether a company is following the financial limits and other promises in its debt contracts, known as covenants.

vivy-yi/finance-skills

Skill Claude Code

A financial planning process for changing debt terms, such as repayment schedules, interest rates, maturity dates, or replacement loans.