vivy-yi/finance-skills

AI-Ready Financial Intelligence — an Agent skill system covering the entire CFO domain | 29 financial scenarios × 131 Skills | SAP/Power BI/Bloomberg Connector

29Stars on the repository
171Mods indexed here, across every type
3mo agoLast push, which is what freshness is scored on
MITLicence, which decides whether bodies are shown

survey-analysis

25

vivy-yi/finance-skills

Skill Claude Code

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.

not rated 29 +2 3mo ago A 94 tokens original MIT

trend-analysis

26

vivy-yi/finance-skills

Skill Claude Code

A method for studying how business or financial measures change over time, including long-term direction, recurring seasonal patterns, cycles, and unusual movements.

not rated 29 +2 3mo ago A 94 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A capital-planning workflow for comparing investments, estimating WACC (the average cost of company funding), planning budgets, and managing shareholder returns.

not rated 29 +2 3mo ago A 109 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A framework for assessing a proposed investment through financial returns, risks, and fit with company strategy.

not rated 29 +2 3mo ago A 94 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A comparison of ROIC (return on invested capital) with WACC (the average cost of company funding) to judge whether a business is creating value.

not rated 29 +2 3mo ago A 105 tokens original MIT

scenario-analysis

30

vivy-yi/finance-skills

Skill Claude Code

A financial planning method that compares baseline, optimistic, and pessimistic assumptions to estimate their effects on returns, cash flow, or valuation.

not rated 29 +2 3mo ago A 95 tokens original MIT

wacc-calculation

31

vivy-yi/finance-skills

Skill Claude Code

A calculation workflow for WACC, or weighted average cost of capital—the blended rate a company pays for debt and shareholder funding.

not rated 29 +2 3mo ago A 91 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A cash-flow forecast estimates expected money coming in and going out over the next one to three months.

not rated 29 +2 3mo ago A 117 tokens copy · 89% MIT

vivy-yi/finance-skills

Skill Claude Code

A cash-management process combines daily balance checks, weekly payment planning and monthly cash-flow forecasts.

not rated 29 +2 3mo ago A 97 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A daily cash-position check compares account balances from the cash system, online banking and the accounting system.

not rated 29 +2 3mo ago A 114 tokens copy · 89% MIT

vivy-yi/finance-skills

Skill Claude Code

A payment-scheduling process orders approved payments according to due dates, urgency and available cash.

not rated 29 +2 3mo ago A 118 tokens original MIT

cold-start

36

vivy-yi/finance-skills

Skill Claude Code

A first-time setup wizard configures finance-related skills for a company by checking system connections, collecting company details, selecting scenarios and setting thresholds.

not rated 29 +2 3mo ago A 76 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A combined process for managing regulatory reports, required company disclosures, and tax filings. It brings these separate compliance activities into one review and adds handling for regulatory questions when needed.

not rated 29 +2 3mo ago A 101 tokens original MIT

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.

not rated 29 +2 3mo ago A 108 tokens original MIT

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.

not rated 29 +2 3mo ago A 104 tokens original MIT

tax-filing

40

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.

not rated 29 +2 3mo ago A 97 tokens original MIT

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.

not rated 29 +2 3mo ago A 106 tokens original MIT

cost-control-master

42

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.

not rated 29 +2 3mo ago A 92 tokens original MIT

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.

not rated 29 +2 3mo ago A 99 tokens original MIT

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.

not rated 29 +2 3mo ago A 107 tokens original MIT

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.

not rated 29 +2 3mo ago A 94 tokens original MIT

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.

not rated 29 +2 3mo ago A 114 tokens original MIT

esg-rating-tracking

47

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.

not rated 29 +2 3mo ago A 85 tokens original MIT

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.

not rated 29 +2 3mo ago A 130 tokens original MIT

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