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

esg-reporting

49

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.

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

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.

not rated 29 +2 3mo ago A 87 tokens copy · 80% MIT

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.

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

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.

not rated 29 +2 3mo ago A 77 tokens original MIT

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.

not rated 29 +2 3mo ago A 100 tokens original MIT

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.

not rated 29 +2 3mo ago A 102 tokens original MIT

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.

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

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.

not rated 29 +2 3mo ago A 98 tokens original MIT

kpi-dashboard

57

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.

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

profit-analysis

58

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.

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

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.

not rated 29 +2 3mo ago A 84 tokens original MIT

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.

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

debt-restructuring

61

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.

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

vivy-yi/finance-skills

Skill Claude Code

A financial analysis process for calculating the cost of borrowing, issuing shares, or using mixed financing, including WACC—the average cost of all company funding.

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

vivy-yi/finance-skills

Skill Claude Code

A coordinated process for planning and managing company financing, including costs, credit ratings, banks, debt terms, and funding options.

not rated 29 +2 3mo ago A 111 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A review workflow for recording a newly purchased fixed asset, such as equipment. It checks the purchase process, approval requirements, capitalization, and depreciation policy before suggesting how to enter it.

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

vivy-yi/finance-skills

Skill Claude Code

A review workflow for selling, scrapping, donating, or losing a fixed asset such as equipment or a vehicle. It checks the reason, approvals, recorded value, and resulting gain or loss.

not rated 29 +2 3mo ago A 113 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A workflow for checking whether monthly depreciation—the gradual accounting allocation of an asset’s cost over its useful life—was recorded correctly. It compares fixed-asset records with accounting entries and investigates changes or unusual items.

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

fixed-assets-master

67

vivy-yi/finance-skills

Skill Claude Code

A fixed-asset management workflow that combines depreciation checks, purchase reviews, disposal reviews, inventory checks, impairment assessment, and reporting.

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

fx-deal-execution

68

vivy-yi/finance-skills

Skill Claude Code

A workflow for carrying out a foreign-exchange hedge after the transaction has been approved. It covers requesting bank quotes, placing the trade, confirming the deal, settling it, and keeping records.

not rated 29 +2 3mo ago A 90 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A calculation workflow that identifies and measures a company’s foreign-exchange exposure. It covers confirmed or expected currency cash flows, overseas subsidiaries’ reported assets, and longer-term effects on revenue and costs.

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

vivy-yi/finance-skills

Skill Claude Code

A foreign-exchange forecasting workflow that estimates how currency rates may move using economic conditions, interest-rate differences, trade data, technical signals, and scenarios.

not rated 29 +2 3mo ago A 96 tokens original MIT

fx-hedging-strategy

71

vivy-yi/finance-skills

Skill Claude Code

A workflow for designing a foreign-exchange hedging plan. It compares natural hedges, such as matching currency income with costs, with financial instruments and sets coverage levels, costs, and an execution plan.

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

fx-risk-master

72

vivy-yi/finance-skills

Skill Claude Code

A foreign-exchange risk-management workflow that combines exposure measurement, hedging decisions, trade execution, limit checks, and responses when forecasts or hedges go wrong.

not rated 29 +2 3mo ago A 142 tokens original MIT

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