Finance & Accounting
Finance & Accounting
Expense tracking, invoicing, and financial analysis
Account Reconciliation Assistant
GL-to-subledger and bank reconciliation with variance identification
Browser-Assisted Tax Filing
Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.
Bookkeeping & Tax Prep Workspace
Point Claude at a folder of W-2s, 1099s, bank statements, and receipts — get back an organized archive, a master bookkeeping spreadsheet, a tax summary with refund estimate, and a one-page accountant briefing.
Bank Statement CSV Merger
Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.
E-Commerce VAT Integration with Stripe
Build and manage European VAT compliance for e-commerce using Claude Code with Stripe MCP for tax calculation, invoicing, and cross-border sales.
Expense Report Generator
Organize business expenses into categorized reports for reimbursement, accounting, and tax preparation.
Expense Tracker & Categorizer
Automate expense tracking, receipt processing, approval workflows, and reimbursement management
3-Statement Financial Model Builder
Build integrated 3-statement financial models with proper cross-statement linkages, scenario analysis, and professional formatting in Excel.
Spreadsheet and Financial Model Auditor
Systematically audit spreadsheets and financial models for formula errors, broken linkages, logic issues, and reasonableness problems with severity-based reporting.
Spreadsheet Data Cleaner
Detect and fix messy spreadsheet data including whitespace issues, inconsistent casing, numbers stored as text, date problems, duplicates, and encoding issues.
Competitive Landscape Analysis Deck
Build institutional-quality competitive landscape presentations with market positioning, competitor deep-dives, moat assessment, and strategic synthesis.
Comparable Company Analysis Builder
Build institutional-grade comparable company analyses in Excel with operating metrics, valuation multiples, quartile statistics, implied valuation, and professional formatting.
DCF Model Builder for Equity Valuation
Create institutional-quality discounted cash flow models with WACC calculations, sensitivity analysis, and professional Excel output for equity valuation.
Presentation Deck Number Refresh
Update numbers across an existing presentation deck — quarterly refreshes, earnings updates, comp rolls, and rebased market data — while preserving all formatting.
Investment Banking Deck Quality Checker
Comprehensive QC review of pitch decks and client presentations covering number consistency, data-narrative alignment, language polish, and visual formatting.
LBO Model Builder for Private Equity
Build leveraged buyout models in Excel with Sources & Uses, operating projections, debt schedules, returns analysis (IRR/MOIC), and sensitivity tables following investment banking standards.
PowerPoint Template Skill Creator
Turn a branded PowerPoint template into a reusable skill that can generate on-brand presentations programmatically, with precise placeholder mapping and layout documentation.
Financial Statement Generator
Generate P&L, balance sheet, and cash flow statements from financial data
Personal Finance Manager — AI Budget Tracker from Bank Statements
Import bank statements (CSV or PDF) and get instant spending breakdowns, budget analysis using the 50/30/20 rule, savings recommendations, and interactive charts. All data stays local on your machine.
Grow Sustainably (Without VC)
Evaluate every business decision — spending, hiring, fundraising, scaling — through the lens of profitability and infinite runway. The anti-burnout, anti-blitzscaling operating manual.
Journal Entry Preparer
Prepare journal entries with proper debits, credits, and supporting documentation
Invoice Processing Automation
Automate invoice generation, sending, tracking, and payment reconciliation across accounting platforms
Professional Invoice Generator
Create professional invoices with proper formatting for freelancers and small businesses. Supports multiple currencies and tax calculations.
Invoice Organizer & Tracker
Organize, categorize, and track invoices and receipts
Invoice Template Designer
Generate professional PDF invoices from templates
Invoice & Tax Document Organizer
Automatically sort, rename, and organize invoices, receipts, and tax documents with consistent naming for easy tax preparation.
Minimalist Pricing
Set an initial price, pick cost-based vs. value-based, and plan your tier structure — anchored by the rule that free kills more businesses than high prices do.
QuickBooks Automation
Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
Budget Scenario Modeler
Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
S&P Global Earnings Preview Generator
Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.
S&P Global Weekly Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.
S&P Global Company Tear Sheet Generator
Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
VAT Return Automation with Browser Control
Automate HMRC VAT MTD submissions using Claude Code and Playwright MCP to navigate forms, calculate figures, and file returns.
Explore More Categories
Finance & Accounting
Finance
Budgets, expenses, and personal finance
Personal Productivity
File Organization
Auto-rename, sort, deduplicate, and organize files
Personal Productivity
Note Management
Obsidian, Logseq, and note-taking workflows
Personal Productivity
Task Management
Todo lists, project tracking, and productivity
Personal Productivity
Productivity
Dashboards, automation, and workflow optimization