financial-presentations

financial-presentations is a skill for Claude Code, Codex from microsoft/cat-agent-skills. It costs 122 tokens per session (3,918 once invoked), scanned A, original, MIT.

A workflow for structuring finance presentations that turn detailed accounting information into a clear decision-focused story. It provides slide-by-slide guidance for reviews, budgets, close updates, and other finance meetings.

In plain words
What is it for?
Use it to assemble quarterly or board reviews, budget reviews, close summaries, variance and ageing analyses, process documentation, and audit or investment-committee decks.
Why use it?
It prevents presentation structure from obscuring the underlying figures and keeps the narrative tied to source analyses supplied by other workflows.

Skill for Claude CodeCodex ✓ vendor

Written for no agent in particular: nothing here depends on one.

Good fit Use it to assemble quarterly or board reviews, budget reviews, close summaries, variance and ageing analyses, process documentation, and audit or investment-committee decks.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/microsoft/cat-agent-skills/financial-presentations
About the project

microsoft/cat-agent-skills is a static website that catalogs reusable instruction sets and related packages for AI agents. People use it to search, filter, rate, and download skills for Cowork, Copilot Studio, and Scout, along with Copilot plugins and Scout automations. The catalogue entries are the skills, instructions, plugins, and settings displayed by the site.

microsoft/cat-agent-skills · 99 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add microsoft/cat-agent-skills --skill financial-presentations
Clone the repo
git clone --depth 1 https://github.com/microsoft/cat-agent-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-presentations

README.md
[![agentmods](https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/financial-presentations/github.svg)](https://agentmods.dev/skills/microsoft/cat-agent-skills/financial-presentations)
Your own site
<a href="https://agentmods.dev/skills/microsoft/cat-agent-skills/financial-presentations"><img src="https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/financial-presentations/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-presentations

Your own site · 80×15
<a href="https://agentmods.dev/skills/microsoft/cat-agent-skills/financial-presentations"><img src="https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/financial-presentations.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 122 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,918 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00122 $0.03918
Opus 5.5 $0.00049 $0.01567
Sonnet 5.5 $0.00024 $0.00784
Haiku 4.5 $0.00012 $0.00392

Measured today against content hash 600e93f99b27, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

financial-presentations scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured today.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

submissions/accounting-for-cowork/skills/financial-presentations/SKILL.md · 205 lines

How it starts

The opening of the file, as written. The whole thing — 205 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Report

Important: This skill assists with structuring finance presentations but does not provide financial advice. All financial content should be reviewed by qualified financial professionals before distribution.

Deck structures, slide-by-slide guidance, and formatting principles for the core finance presentation deliverables: quarterly / board financial-review decks, investment-committee and deal recommendation decks, AP/AR process-documentation decks, and department meeting decks. Whenever a finance deliverable is a slide deck (.pptx), read this skill first — before building slides — and apply the finance-specific discipline below, not just generic slide craft.

This skill covers presentation structure and assembly. The analytical content comes from the work behind the deck: statements and key metrics from financial-statements, reconciliation status from reconciliation, and variance narratives, waterfalls and close status from the variance analysis and close tracker the user provides. Do not recompute analysis here — pull it in and format it for an audience.

Read Financial Reporting Standards before you build: the deck's figures follow its reporting conventions, and any workbook behind the deck goes through its checklist.

General Slide Principles for Finance Decks

  1. One message per slide. The slide title states the takeaway ("OpEx grew 8%, driven by headcount"), not the topic ("OpEx Analysis").
  2. Lead with the conclusion. Executives read slide 1-2 and skim the rest. The executive summary must stand alone.
  3. Numbers need comparisons. Never show a figure without its reference point — budget, prior period, or prior year.
  4. Color discipline. Favorable = green, unfavorable = red, consistently. Don't decorate; signal.
  5. Tables for lookup, charts for trends. A 12-month trend is a line chart; a 5-item variance ranking is a table or waterfall.
  6. Push detail to appendix. Anything needed only if someone asks goes in back-up slides, not the main flow.
  7. End every deck with actions. Decisions needed, owners, and dates — a deck that ends in data leaves the meeting without outcomes.

Read the full file on GitHub · 205 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. today First seen · 205 lines · 122 tokens per session scan A 600e93f99b27

Subscribe to this mod's changes

financial-presentations is a skill published in the GitHub repository microsoft/cat-agent-skills (99 stars, last pushed today), licensed MIT. It adds 122 tokens to every session and 3,918 once invoked, about $0.0005 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-11-06.

Related

financial-presentations compared with skills from other repositories

financial-presentations next to 6 skills from other repositories
ModTypeStarsLast pushLicenceScanTokensWorks with
financial-presentationsmicrosoft/cat-agent-skillsSkill99todayMITA122Claude Code, Codex
hps-y2k-chromenexu-io/open-designSkill106kyesterdayApache-2.0A48Claude Code, Codex
fsi-strip-profileanthropics/financial-servicesSkill41k9d agoApache-2.0A43Claude Code
healthtw93/WazaSkill7.5k4d agoMITA40Claude Code
ui-designginlix-ai/LangAlphaSkill2.2kyesterdayApache-2.0A24Claude Code, Codex
hero-transfer-flowUnclecheng-li/AI_AnimationSkill1.7k11d agoMITA0Claude Code, Codex
business-designOwl-Listener/designer-skillsSkill3.3k2mo agoMITA47Claude Code