AI-Ready Financial Intelligence — an Agent skill system covering the entire CFO domain | 29 financial scenarios × 131 Skills | SAP/Power BI/Bloomberg Connector
Skill Claude Code
A payables workflow for managing money owed to suppliers from due-date review through approval and payment instructions. It combines payment scheduling, three-way invoice matching, and supplier checks.
Skill Claude Code
A process for planning supplier payments by due date, available cash, and priority. An ERP is a business system that stores financial and purchasing records.
Skill Claude Code
A review process for supplier payment requests that checks supplier details, payment amounts, contract terms, and anti-corruption concerns.
Skill Claude Code
A three-way accounts-payable check comparing a purchase order, a goods receipt note, and a supplier invoice. A purchase order records what was ordered, a goods receipt note records what arrived, and an invoice records what the supplier charges.
Skill Claude Code
An analysis of unpaid customer invoices grouped by how late they are, customer, and credit level. It also assesses bad-debt risk, meaning the chance that some money will not be collected.
Skill Claude Code
A weekly accounts-receivable workflow for reviewing unpaid customer invoices, contacting late-paying customers, recording incoming payments, and handling possible bad debts. Accounts receivable means money customers owe a business.
Skill Claude Code
A staged process for creating and sending payment reminders and collection messages based on how overdue a customer account is. It also records collection history and promised payment dates.
Skill Claude Code
A customer-credit assessment workflow for deciding whether to offer payment after delivery, how much credit to allow, and how long the customer may take to pay. It considers financial health, outside risk signals, industry position, payment history, and available guarantees.
Skill Claude Code
An audit-adjustment review workflow for checking accounting entries proposed during an audit. It assesses whether each entry is accurate and reasonable and measures its effect on the financial statements.
Skill Claude Code
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 Code
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 Code
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 Code
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 Code
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 Code
A workflow for preparing and distributing board-meeting materials, such as agendas, reports, and decision documents, to directors.
Skill Claude Code
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 Code
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 Code
A workflow for helping finance teams gather, review, balance, and prepare an organisation’s yearly budget.
Skill Claude Code
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 Code
A workflow for comparing department budgets with money already spent and amounts already committed but not yet paid.
Skill Claude Code
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 Code
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 Code
A workflow for finding useful patterns, unusual results, and business opportunities in financial or operational data, then turning them into recommendations.
Skill Claude Code
A review process for checking whether business insights are supported by accurate data, sound calculations, sensible reasoning, and practical conclusions.
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: