Claude skills for finance
Free, downloadable Claude skill files. Built by finance pros, for finance pros.
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.
Download skillModel 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.
Download skillDecision 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.
Download skillWhat 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.
Download skillWeekly 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.
Download skillBoard 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.
Download skillBudget 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.
Download skillSubmission 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.
Download skillBudget 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.
Download skillHow to run them
Download the skill files above.
In Claude, go to Customize → Skills → Add → Upload a skill, then upload the file you just downloaded.
Open a chat, attach your file, and ask in plain English: "Run a CFO review pass on this budget."
