Claude skills for finance

Free, downloadable Claude skill files. Built by finance pros, for finance pros.

REVIEW

Budget Pressure-Tester

A CFO-grade review of your draft budget. Returns a readiness scorecard: what holds, what the board will challenge, and what to fix first.

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REVIEW

Model Sanity-Checker

Reviews any model like a senior analyst: the broken formula, the buried hardcode, the assumption fighting another tab, the total that won't tie.

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DECIDE

Decision Pre-Mortem

Before you commit, it surfaces the assumptions you're betting on and what would sink the plan, then returns a Go / Hold / Go-with-conditions verdict.

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DECIDE

What Has to Be True

Point it at a target. It reverse-engineers the growth, hiring, and margin path required, then flags what's unrealistic against your history.

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RUN

Weekly FP&A Digest

A routine that drafts your recurring update to Slack overnight: what moved, versus last week and last year. You review, tweak, post.

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COMMUNICATE

Board Pack Prep

Upload your draft deck and financials. It predicts what your board will ask, drafts evidence-backed answers, and writes a first-pass opening narrative.

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PREPARE

Budget Owner Packet Builder

Turns last year's actuals into a pre-filled budget request for every department head: their real starting numbers and no more than three asks.

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REVIEW

Submission Reviewer

Reviews a submission the moment it lands, against the owner's history and guardrail. Flags the padding and the gaps, and drafts your reply.

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TRACK

Budget Change Digest

Compares two versions of your budget and reports what moved: every material change tied to an owner and a reason, and the ones nobody explained.

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How to run them

1

Download the skill files above.

2

In Claude, go to Customize → Skills → Add → Upload a skill, then upload the file you just downloaded.

3

Open a chat, attach your file, and ask in plain English: "Run a CFO review pass on this budget."