Use Cases
AI Tools for Wealth Managers & Advisors
Generate client reports, build financial plans, rebalance portfolios, and optimize tax strategies.
58 playbooks across 3 categories
Wealth Management(6)
View all →Wealth Management Client Report Generator
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary for quarterly or annual distribution.
Wealth Management Client Review Prep
Prepare for client review meetings with portfolio performance summaries, allocation analysis, talking points, and action items in a concise meeting-ready format.
Wealth Management Financial Plan Builder
Build or update comprehensive financial plans covering retirement projections, education funding, estate planning, cash flow analysis, and scenario modeling.
Wealth Management Investment Proposal
Create professional investment proposals for prospective clients covering your firm's approach, proposed allocation, expected outcomes, and fee structure.
Wealth Management Portfolio Rebalance
Analyze portfolio allocation drift and generate tax-aware rebalancing trade recommendations across multiple account types.
Wealth Management Tax-Loss Harvesting
Identify tax-loss harvesting opportunities across taxable accounts with replacement security suggestions and wash sale window tracking.
Finance & Accounting(32)
View all →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.
Bank Statement CSV Merger
Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.
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
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
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.
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.
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
Invoice Organizer & Tracker
Organize, categorize, and track invoices and receipts
Invoice Template Designer
Generate professional PDF invoices from templates
Professional Invoice Generator
Create professional invoices with proper formatting for freelancers and small businesses. Supports multiple currencies and tax calculations.
Invoice & Tax Document Organizer
Automatically sort, rename, and organize invoices, receipts, and tax documents with consistent naming for easy tax preparation.
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.
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.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
Finance(20)
View all →Personal Budget Analyzer
Analyze bank statements to categorize spending, identify patterns, and build a realistic budget.
Contract & Invoice Cross-Reference
Verify invoices against contract terms, identify discrepancies, and find missed billing opportunities.
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.
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.
Expense Report Auditor
Review expense reports for policy compliance, flag issues, and ensure audit-readiness.
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.
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.
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...
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.
Explore Other Roles
AI Tools for Researchers & Scientists
Accelerate literature review, data analysis, manuscript writing, and lab workflows.
AI Tools for Engineers & Developers
Automate changelogs, documentation, code review, CI/CD, and development workflows.
AI Tools for Executives & Directors
Strategic analysis, competitive intelligence, board presentations, and decision support.
AI Tools for Startup Founders
Launch faster with marketing, market research, legal, hiring, and sales playbooks.
AI Tools for Students & Educators
Study smarter with research assistance, note organization, and learning workflows.
AI Tools for Operations Managers
Streamline SOPs, compliance audits, vendor evaluation, and process documentation.