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

ecl-calculation

73

vivy-yi/finance-skills

Skill Claude Code

A workflow for calculating expected credit loss, the amount a lender estimates it may lose when borrowers do not repay. It uses exposure, default probability, loss severity, and discounting inputs for each IFRS 9 stage.

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

ecl-disclosure

74

vivy-yi/finance-skills

Skill Claude Code

A workflow for preparing IFRS 9 and IFRS 7 credit-risk disclosures. It explains changes in expected credit loss, movements between risk stages, economic adjustments, sensitivities, and model assumptions.

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

vivy-yi/finance-skills

Skill Claude Code

A complete IFRS 9 credit-risk assessment for financial institutions and listed companies. IFRS 9 is an accounting standard that requires expected credit losses to be estimated and disclosed.

not rated 29 +2 3mo ago A 158 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A workflow for adjusting expected credit loss estimates using economic forecasts. It applies optimistic, baseline, and pessimistic scenarios based on factors such as GDP, house prices, or industry measures.

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

vivy-yi/finance-skills

Skill Claude Code

A workflow for placing each loan or other credit exposure into one of IFRS 9’s three stages. The stages reflect whether credit risk is normal, has increased significantly, or shows evidence of default or impairment.

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

vivy-yi/finance-skills

Skill Claude Code

A combined management workflow for related-company accounting. It brings together balance reconciliation, transfer-pricing review, and guarantee checks into one recurring report.

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

vivy-yi/finance-skills

Skill Claude Code

A review workflow for checking guarantees given between related companies. It compares guarantee balances with approved limits, assesses the borrower’s ability to repay, and tracks upcoming expirations.

not rated 29 +2 3mo ago A 112 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

An accounting workflow for comparing balances between a parent company and its subsidiaries. It finds mismatches, explains outstanding transactions, and records how the accounts should be brought into agreement.

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

vivy-yi/finance-skills

Skill Claude Code

A review workflow for checking whether prices charged between related companies follow the arm’s-length principle—the price independent companies would normally agree. It compares internal prices with market prices or cost-plus benchmarks.

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

vivy-yi/finance-skills

Skill Claude Code

A workflow for creating an annual internal-audit plan. It ranks business areas by risk, defines what will be audited, assigns staff and time, and schedules the work across the year.

not rated 29 +2 3mo ago A 80 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

An audit-remediation tracking process for monitoring unresolved audit findings, checking whether fixes work, and escalating overdue items. An audit finding is a problem or risk identified during an audit.

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

fraud-investigation

84

vivy-yi/finance-skills

Skill Claude Code

A structured investigation process for suspected fraud, including initial assessment, authorization, evidence collection, interviews, fact checking, impact assessment, and reporting.

not rated 29 +2 3mo ago A 69 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

An internal-audit management workflow covering annual planning, focused audits, fraud investigations when needed, and follow-up on audit findings. An internal audit is an independent review of a company's processes and risks.

not rated 29 +2 3mo ago A 122 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

An audit workflow for checking whether a specific business process follows its rules and controls. It uses walkthroughs and control tests to trace transactions and identify weaknesses or compliance problems.

not rated 29 +2 3mo ago A 72 tokens original MIT

approval-matrix

87

vivy-yi/finance-skills

Skill Claude Code

A framework for defining who can approve different business or financial actions, including approval levels, amount limits, and exceptions.

not rated 29 +2 3mo ago A 93 tokens original MIT

control-deficiency

88

vivy-yi/finance-skills

Skill Claude Code

An internal-control assessment process that rates control weaknesses, examines their causes and financial impact, and plans corrective work. Internal controls are the checks a company uses to prevent or detect errors and fraud.

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

control-testing

89

vivy-yi/finance-skills

Skill Claude Code

A process for testing whether an internal control operates as intended by examining selected transactions or records. It covers methods such as interviews, observation, document review, re-performance, and walkthroughs.

not rated 29 +2 3mo ago A 81 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

An internal-control workflow for designing, approving, testing, and fixing controls under the SOX framework. SOX is a set of requirements for controls over financial reporting.

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

sox-control-design

91

vivy-yi/finance-skills

Skill Claude Code

A process for designing and documenting controls over financial reporting under the SOX framework. It identifies risks, defines control activities, assigns responsibility, and specifies the evidence a control should produce.

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

vivy-yi/finance-skills

Skill Claude Code

A finance analysis process for reviewing borrowing balances, interest costs, credit-line usage, maturity dates, and financing structure.

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

vivy-yi/finance-skills

Skill Claude Code

A combined workflow for reviewing investments, financing costs, and short-term cash safety. It brings these areas together into one investment and financing management report.

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

vivy-yi/finance-skills

Skill Claude Code

A workflow for reviewing all of a company’s investments and updating their current book values or market values. It identifies gains, losses, concentration, and investments that need attention.

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

vivy-yi/finance-skills

Skill Claude Code

A workflow for assessing whether a company can meet its short-term financial obligations. It uses cash, liquid assets, liabilities, spending, credit facilities, and upcoming debt payments to evaluate liquidity risk.

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

vivy-yi/finance-skills

Skill Claude Code

A workflow for preparing quarterly or annual earnings calls, where a company explains its financial results to investors and analysts. It covers the announcement, presentation, speaker notes, questions, and meeting process.

not rated 29 +2 3mo ago A 93 tokens original MIT

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