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 workflow for collecting and organising feedback from investors, analysts, roadshows, earnings calls, research reports, and other IR channels. It groups concerns and shows recurring themes and sentiment.
Skill Claude Code
An investor-relations workflow for managing public disclosures, analyst relationships, investor communications, and responses to major events. It coordinates several smaller workflows into one process for CFOs and IR teams.
Skill Claude Code
A workflow for reviewing investor-relations disclosures, including regular reports, urgent announcements, presentations, and news releases. It checks whether information is accurate, complete, appropriately timed, and ready for regulatory review.
Skill Claude Code
A workflow for preparing materials for an investor roadshow, a series of meetings where a company presents its business and financial outlook to investors. It covers the presentation structure, data, investor questions, and rehearsal.
Skill Claude Code
A workflow for investigating KPI warnings when a business measure falls below a target, changes unusually, or worsens over time. A KPI is a number used to track business performance.
Skill Claude Code
A workflow for collecting KPI targets and actual results from business systems such as BI, ERP, CRM, and finance systems. It compares performance with targets and reports trends and data-quality issues.
Skill Claude Code
A complete KPI management process covering target setting, data tracking, warnings, and investigation of missed goals. KPI means a metric used to measure performance.
Skill Claude Code
A root-cause analysis process for KPIs that miss their targets, separating lasting problems from one-time events. It uses factor breakdowns and the 5 Whys method, which repeatedly asks why a problem occurred.
Skill Claude Code
A KPI target-setting process for choosing measurable goals and breaking company goals down to business lines, departments, or teams. KPI means a metric used to measure performance.
Skill Claude Code
A skill for valuing a company by comparing it with similar companies. It selects comparable businesses, calculates valuation multiples such as EV/EBITDA or P/E, and uses them to estimate a value range.
Skill Claude Code
A discounted cash flow valuation model that estimates what a company is worth from its expected future cash. It includes forecasts, a discount rate, a terminal value, and sensitivity or scenario analysis.
Skill Claude Code
A finance-focused skill for investigating a company before an investment or acquisition. Financial due diligence checks whether financial data is reliable and looks for asset-quality problems, hidden debts, and other risks.
Skill Claude Code
A post-merger integration roadmap for planning how two companies will combine after a deal closes. It covers goals, timing, responsibilities, expected benefits, and risks.
Skill Claude Code
A skill for managing the financial and strategic work around acquiring or investing in a company. M&A means mergers and acquisitions, including buying, selling, or combining companies.
Skill Claude Code
A combined business valuation analysis that compares results from discounted cash flow, comparable companies, and past transactions. It produces a valuation range and an investment or pricing recommendation.
Skill Claude Code
A management-report generation process that uses financial-system data to prepare monthly or quarterly reports. It combines financial results, KPI progress, budget comparisons, and business interpretation.
Skill Claude Code
A writing workflow for the explanatory text in a management report, including performance summaries, business highlights, risks, and the next period's outlook.
Skill Claude Code
A complete workflow for producing a monthly or quarterly management report, from collecting financial data through analysis, warning review, writing, checking, and distribution.
Skill Claude Code
A workflow for the final review, format checks, and distribution of management reports. It also checks confidentiality and required approvals before the report is sent.
Skill Claude Code
A workflow for investigating warnings on financial or business measures, such as a KPI falling below its target or changing unusually. A KPI is a tracked measure used to judge performance.
Skill Claude Code
A checklist workflow for confirming that all required tasks are complete before monthly accounting close. It covers system, purchasing, sales, payroll, tax, banking, and asset tasks.
Skill Claude Code
A final accounting check after monthly close, where monthly financial records are confirmed to balance and connect correctly. Monthly close is the process of completing a period's accounting records.
Skill Claude Code
A workflow for finding transactions recorded in the wrong accounting period and deciding whether they need correction. It covers missing, early, and delayed entries.
Skill Claude Code
An automated bank reconciliation workflow that compares bank transactions with the company's accounting records. Reconciliation means finding and explaining differences between two sets of financial records.
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: