AI Tools for Finance & Accounting

Personal Budget Analyzer

Analyze bank statements to categorize spending, identify patterns, and build a realistic budget.

Cryptocurrency Analysis Report

Analyze cryptocurrency projects with tokenomics, on-chain metrics, and market analysis. Generate comprehensive crypto research reports.

DCF Valuation Model Builder

Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.

Contract & Invoice Cross-Reference

Verify invoices against contract terms, identify discrepancies, and find missed billing opportunities.

Expense Report Auditor

Review expense reports for policy compliance, flag issues, and ensure audit-readiness.

Financial Modeling Assistant

Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.

Financial Analyst Toolkit

Run DCF valuations, financial statement analysis, ratio analysis, comparable company analysis, budget variance reporting, and scenario modeling from your local data.

Investment Memo Writer

Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.

Multi-Agent Financial Planner

Build a virtual financial advisory team with specialized agents for budgeting, retirement planning, and investment strategy that analyze your finances and create actionable plans.

Multi-Card Expense Tracker

Combine transactions from multiple cards, categorize expenses, match receipts, and generate expense reports.

Scientific Denario

Multiagent AI system for scientific research assistance that automates research workflows from data analysis to publication. This skill should be used when generating research ideas from datasets, developing research methodologies, executing compu...

Scientific Edgartools

Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional...

Scientific Fred Economic Data

Query FRED (Federal Reserve Economic Data) API for 800,000+ economic time series from 100+ sources. Access GDP, unemployment, inflation, interest rates, exchange rates, housing, and regional data. Use for macroeconomic analysis, financial research...

Scientific Hedgefundmonitor

Query the OFR (Office of Financial Research) Hedge Fund Monitor API for hedge fund data including SEC Form PF aggregated statistics, CFTC Traders in Financial Futures, FICC Sponsored Repo volumes, and FRB SCOOS dealer financing terms. Access time ...

Risk Manager

Run financial risk assessments, portfolio risk analysis, Monte Carlo simulations, VaR calculations, stress testing, and risk register management from local data.

Scientific Alpha Vantage

Access real-time and historical stock market data, forex rates, cryptocurrency prices, commodities, economic indicators, and 50+ technical indicators via the Alpha Vantage API. Use when fetching stock prices (OHLCV), company fundamentals (income s...

Stock Analysis & Research

Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.

Scientific Usfiscaldata

Query the U.S. Treasury Fiscal Data API for federal financial data including national debt, government spending, revenue, interest rates, exchange rates, and savings bonds. Access 54 datasets and 182 data tables with no API key required. Use when ...

Tax Prep Guide

A guided Q&A that assesses your tax situation and generates a personalized preparation plan with document checklists and workflow recommendations.

Professional Tax Knowledge Agent

Create a searchable knowledge base from tax documents for reference during tax season.

Finance & Accounting(35)

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.

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.

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

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.

Data & Reporting(74)

Agency Dashboard

Portfolio-level client overview.

Analytics Insights

Analyze marketing performance.

Anomaly Scan

Detect marketing anomalies.

Chart & Data Visualization Designer

Design effective data visualizations and charts. Generate chart configurations for ECharts, Chart.js, and other libraries. Create dashboards and reports.

Client Report

Generate client-facing reports.

Competitor Monitor

Set up ongoing competitor monitoring.

Data Analysis Validator

QA-review data analysis for methodology, accuracy, and presentation before sharing

Data Context Extractor

Extract company-specific data knowledge and generate tailored analysis templates

Data Question Analyzer

Answer data questions ranging from quick lookups to formal analytical reports

Data Visualization Creator

Create publication-quality data visualizations with matplotlib, plotly, or Chart.js

Dataset Explorer

Profile datasets to understand shape, quality, distributions, and key patterns

Spreadsheet Data Analyst

Analyze spreadsheet data, generate insights, create visualizations, and build reports from Excel/CSV data.

Data Extraction Assistant

Extract structured data from PDFs, Word docs, emails, and HTML using the unstructured library.

Data Pipeline Builder

Data pipeline and ETL automation - extract, transform, load workflows for data integration and analytics

Eval Config

Configure content eval settings.

Eval Suite

Batch evaluate multiple content pieces.

Executive Dashboard

Design executive marketing dashboards.

Excel Automation Workflows

Automate Excel workflows including real-time control, VBA execution, and dashboard updates using xlwings.

Engagement Pattern Analyzer

Analyze which posts get saved vs liked vs replied to, find the patterns, and separate what your audience actually values from vanity engagement.

Funnel Metrics Analyst

Get a daily one-paragraph analysis of your funnel metrics — what moved, what's stalling, and what to do about it. An actual opinion, not a dashboard.

Intelligence Report

Generate marketing intelligence briefings.

Interactive Dashboard Builder

Build self-contained HTML dashboards with Chart.js for data visualization

Live Dashboard

Create live Looker Studio dashboards.

Pdf Report

Generate branded PDF reports.

Performance Check

Pull live metrics for a performance snapshot.

Performance Report

Generate performance reports.

Natural Language SQL Writer

Write optimized SQL queries from plain English across multiple database dialects

Prompt Test

A/B test content variations.

Quality Report

Generate quality trends report.

Roi Calculator

Calculate marketing ROI.

Automated Report Generator

Generate professional data reports with charts, tables, and visualizations

SaaS Metrics Dashboard

SaaS business metrics analysis - MRR, ARR, Churn, LTV, CAC, cohort analysis, and investor reporting

Scientific Dask

Distributed computing for larger-than-RAM pandas/NumPy workflows. Use when you need to scale existing pandas/NumPy code beyond memory or across clusters. Best for parallel file processing, distributed ML, integration with existing pandas code. For...

Scientific Datacommons Client

Work with Data Commons, a platform providing programmatic access to public statistical data from global sources. Use this skill when working with demographic data, economic indicators, health statistics, environmental data, or any public datasets ...

Scientific Exploratory Data Analysis

Perform comprehensive exploratory data analysis on scientific data files across 200+ file formats. This skill should be used when analyzing any scientific data file to understand its structure, content, quality, and characteristics. Automatically ...

Scientific Geomaster

Comprehensive geospatial science skill covering remote sensing, GIS, spatial analysis, machine learning for earth observation, and 30+ scientific domains. Supports satellite imagery processing (Sentinel, Landsat, MODIS, SAR, hyperspectral), vector...

Scientific Geopandas

Python library for working with geospatial vector data including shapefiles, GeoJSON, and GeoPackage files. Use when working with geographic data for spatial analysis, geometric operations, coordinate transformations, spatial joins, overlay operat...

Scientific Hypogenic

Automated LLM-driven hypothesis generation and testing on tabular datasets. Use when you want to systematically explore hypotheses about patterns in empirical data (e.g., deception detection, content analysis). Combines literature insights with da...

Scientific Infographics

'Create professional infographics using Nano Banana Pro AI with smart iterative refinement. Uses Gemini 3 Pro for quality review. Integrates research-lookup and web search for accurate data. Supports 10 infographic types, 8 industry styles, and co...

Scientific Matplotlib

Low-level plotting library for full customization. Use when you need fine-grained control over every plot element, creating novel plot types, or integrating with specific scientific workflows. Export to PNG/PDF/SVG for publication. For quick stati...

Scientific Networkx

Comprehensive toolkit for creating, analyzing, and visualizing complex networks and graphs in Python. Use when working with network/graph data structures, analyzing relationships between entities, computing graph algorithms (shortest paths, centra...

Scientific Plotly

Interactive visualization library. Use when you need hover info, zoom, pan, or web-embeddable charts. Best for dashboards, exploratory analysis, and presentations. For static publication figures use matplotlib or scientific-visualization.

Scientific Polars

Fast in-memory DataFrame library for datasets that fit in RAM. Use when pandas is too slow but data still fits in memory. Lazy evaluation, parallel execution, Apache Arrow backend. Best for 1-100GB datasets, ETL pipelines, faster pandas replacemen...

Cohort & Segment Analysis

Perform cohort analysis and customer segmentation to identify behavioral patterns, retention trends, and high-value groups.

Customer Feedback Synthesizer

Synthesize customer feedback from multiple channels into actionable themes, sentiment analysis, and product insights.

Dashboard Narrative Generator

Transform dashboard data and KPI snapshots into compelling written narratives that explain the story behind the numbers.

Data Cleanup & Formatting

Clean, standardize, and validate messy data files — fix formats, remove duplicates, and get analysis-ready datasets.

Data Quality Assessment

Assess data quality across completeness, accuracy, consistency, and timeliness with remediation priorities.

Executive Summary Generator

Distill detailed reports into concise executive summaries with key findings, implications, and decision recommendations.

KPI Variance Analysis & Commentary

Generate variance analysis commentary explaining why KPIs deviated from targets with root causes and corrective actions.

Report Automation Designer

Design automated reporting systems with data flow mapping, template creation, and delivery scheduling.

Survey Results Analyzer

Analyze survey responses to identify themes, segment insights, and generate executive-ready reports with visualizations.

Trend Identification & Forecasting Narrative

Identify trends in business data and generate forward-looking forecasting narratives with confidence levels and scenarios.

Send Report

Deliver performance reports.

Simulate

Simulate revenue impact via Monte Carlo.

Google Sheets Automation

Google Sheets automation workflows - data sync, task management, reporting dashboards, and multi-platform integrations

Scientific Pymc

Bayesian modeling with PyMC. Build hierarchical models, MCMC (NUTS), variational inference, LOO/WAIC comparison, posterior checks, for probabilistic programming and inference.

Scientific Pymoo

Multi-objective optimization framework. NSGA-II, NSGA-III, MOEA/D, Pareto fronts, constraint handling, benchmarks (ZDT, DTLZ), for engineering design and optimization problems.

Scientific Scientific Schematics

Create publication-quality scientific diagrams using Nano Banana 2 AI with smart iterative refinement. Uses Gemini 3.1 Pro Preview for quality review. Only regenerates if quality is below threshold for your document type. Specialized in neural net...

Scientific Scientific Visualization

Meta-skill for publication-ready figures. Use when creating journal submission figures requiring multi-panel layouts, significance annotations, error bars, colorblind-safe palettes, and specific journal formatting (Nature, Science, Cell). Orchestr...

Scientific Scikit Learn

Machine learning in Python with scikit-learn. Use when working with supervised learning (classification, regression), unsupervised learning (clustering, dimensionality reduction), model evaluation, hyperparameter tuning, preprocessing, or building...

Scientific Seaborn

Statistical visualization with pandas integration. Use for quick exploration of distributions, relationships, and categorical comparisons with attractive defaults. Best for box plots, violin plots, pair plots, heatmaps. Built on matplotlib. For in...

Scientific Shap

Model interpretability and explainability using SHAP (SHapley Additive exPlanations). Use this skill when explaining machine learning model predictions, computing feature importance, generating SHAP plots (waterfall, beeswarm, bar, scatter, force,...

Scientific Simpy

Process-based discrete-event simulation framework in Python. Use this skill when building simulations of systems with processes, queues, resources, and time-based events such as manufacturing systems, service operations, network traffic, logistics...

Scientific Statistical Analysis

Guided statistical analysis with test selection and reporting. Use when you need help choosing appropriate tests for your data, assumption checking, power analysis, and APA-formatted results. Best for academic research reporting, test selection gu...

Scientific Statsmodels

Statistical models library for Python. Use when you need specific model classes (OLS, GLM, mixed models, ARIMA) with detailed diagnostics, residuals, and inference. Best for econometrics, time series, rigorous inference with coefficient tables. Fo...

Scientific Timesfm Forecasting

Zero-shot time series forecasting with Google's TimesFM foundation model. Use for any univariate time series (sales, sensors, energy, vitals, weather) without training a custom model. Supports CSV/DataFrame/array inputs with point forecasts and pr...

Scientific Torch Geometric

Graph Neural Networks (PyG). Node/graph classification, link prediction, GCN, GAT, GraphSAGE, heterogeneous graphs, molecular property prediction, for geometric deep learning.

Scientific Umap Learn

UMAP dimensionality reduction. Fast nonlinear manifold learning for 2D/3D visualization, clustering preprocessing (HDBSCAN), supervised/parametric UMAP, for high-dimensional data.

Scientific Vaex

Use this skill for processing and analyzing large tabular datasets (billions of rows) that exceed available RAM. Vaex excels at out-of-core DataFrame operations, lazy evaluation, fast aggregations, efficient visualization of big data, and machine ...

Table Extraction from Documents

Extract tables from PDF documents with support for merged cells and multi-page layouts using camelot.

What If

Compare budget scenarios side-by-side.

Weekly Report Generator

Create consistent, well-structured weekly status reports that communicate progress and plans effectively.

Excel File Manipulation

Create, edit, and manipulate Excel spreadsheets programmatically using openpyxl

Legal & Compliance(23)

Bulk Contract Analyzer

Analyze large volumes of contracts for due diligence, extracting key provisions with risk flagging.

Compliance Review Checker

Compliance review for proposed actions covering GDPR, CCPA, DPA, and privacy regulations

Market-Benchmarked Contract Review

Review contracts against CUAD's 41 risk categories and market-standard benchmarks. Generates risk analysis, redline suggestions, and negotiation priorities for NDAs, SaaS, M&A, and broker agreements.

Contract Review & Risk Analyzer

Analyze contracts for risks, check completeness, and provide actionable recommendations. Supports employment contracts, NDAs, service agreements, and more.

Contract Template Generator

Create smart, legally enforceable contract templates with embedded logic using the Accord Project framework.

DocuSign Automation

Automate document signing workflows, envelope management, and e-signature processes

Contract Redlining Assistant

Review contracts against your standard terms, flag risky clauses, and suggest alternative language.

Due Diligence Automator

Review data room documents across contracts, litigation, IP, compliance, and employment with systematic risk flagging.

GDPR Privacy Expert

Run GDPR compliance assessments, generate DPIAs, map data processing activities, build breach protocols, and create privacy policies with consent frameworks.

Immigration Document Tracker

Track complex immigration cases with deadline management, document checklists, and status updates for visa processes.

Legal Response Generator

Generate responses to legal inquiries including DSR, litigation hold, vendor, NDA, and subpoena

Legal Risk Assessor

Severity-by-likelihood risk framework with color-coded classification and mitigation plans

Legal Team Briefing

Legal team briefings covering daily updates, topic deep-dives, or incident response

HR Operations Pro

Draft HR policies, build employee handbooks, generate onboarding plans, create performance review frameworks, and analyze compensation benchmarks.

Legal Advisor

Contract analysis, compliance guidance, legal risk assessment, terms of service review, NDA review, IP protection guidance, and regulatory requirement summaries.

NDA Agreement Generator

Generate professional Non-Disclosure Agreements for investors, contractors, and partnership discussions.

Contract Review & Risk Summarizer

Review contracts to identify risks, unusual clauses, missing protections, and generate plain-language summaries for stakeholders.

Intellectual Property Documentation

Document intellectual property portfolios with invention disclosures, patent tracking, trade secret registries, and IP strategy documentation.

Legal Research Summarization

Summarize legal research findings with case analysis, regulatory requirements, compliance implications, and recommended actions.

Regulatory Change Impact Assessment

Assess the business impact of regulatory changes with compliance gap analysis, implementation plans, and timeline.

Signature Request Router

Prepare and route documents for e-signature with proper approval workflows

Vendor Agreement Checker

Check vendor agreement status, expiration dates, and compliance across connected systems

VAT Compliance Knowledge Agent

Build a searchable VAT knowledge base from HMRC documentation and tax legislation to answer complex VAT questions with citations.