Claude skills & prompts for finance professionals

You get a complete financial model template instantly.

Get a client-ready, tailored asset allocation report with your name on it - every time.

You reconcile bank statements with your expenses in minutes, not hours.

You instantly get accurate pet grooming prices tailored to each breed and coat.

You get instant budget variance reports with expert commentary.

Rest assured of your cap table's integrity with a clear, actionable report.

Save time and avoid costly errors by comparing your company's cap tables in one click.

Stressless cap table updates with a professionally designed deck in minutes.

Bring your capital-call cash forecast current from your latest actuals — in minutes.

You get a clear cash flow picture in minutes, every time.

You get an error‑free, SEC‑ready cash flow statement before filing.

Turn a raw comps table into the deal-team memo your numbers have been waiting for.

You get a professional comps table and valuation analysis in minutes.

Feed it your credit agreement and get a lender-ready covenant workbook, not a glossary.

Get your DCF audit-ready before it lands on a senior reviewer's desk.

You get audit-ready depreciation schedules in minutes, not days.

Snap into clarity with confidence, andiffs diligence gaps before your next meeting.

You get instant, customized stock certificates without the hassle.

You get categorized expenses, instantly.

You get a polished expense report, every time, with all the details and insights you need.

You get perfectly formatted financial dashboards every time.

You get polished financial charts that meet industry standards instantly.

Makes your financial tables look professional instantly.

Turn a raw budget dump into a CFO-ready variance report in minutes, not half a day.

You get accurate tax refund estimates in minutes.

Every model your AI builds arrives IB-formatted — nothing to polish by hand.

Turn a blank page into a boardroom-ready risk section — without starting from scratch.

Transforms raw data into a clear, committee-ready investment memo in minutes, not hours.

Transform your financials into a compelling investor snapshot in minutes, not hours.

You get confident answers to investor questions from your own business plan.

You get a prioritized KPI dashboard without the tedious setup work.

Transforms your firm's onboarding process with a tailored, compliant KYC/AML package.

An auditable, IC-ready LBO model built to banking conventions from your deal inputs.

You get a fully formatted capital call workbook in minutes.

Turns your risk notes into a sortable matrix so you can prioritize issues at a glance.

Turn a month of financial data into a board-ready deck in minutes, not hours.

Rolls up your subsidiaries' depreciation into one GAAP-consistent schedule.

Turn your raw company list into a ranked, ready-to-share PE target table in seconds.

Spot trouble early — a polished KPI flag report from your portfolio data, on demand.

You get accurate estimated tax payments and due dates instantly.

Turn a shoebox of receipts into an audit-ready expense log you can import in seconds.

Turn your usage logs into supplier-ready reorder numbers, not a guess on how much to buy.

Instantly clarifies shareholder ownership and rights for board-ready briefings.

Get reimbursed for special-diet expenses with ease, every time.

See what the market really thinks a company is worth and why, instantly.

Quadruple-check your next vehicle decision with a summarized report in minutes, not hours.

You get a turn-key client onboarding kit in hours, not days.

Catches cash-flow errors before they reach your financials.

Turn your cash flow statement into a board-ready narrative and ratio table in minutes.

You make informed refi decisions with instant, accurate cash-out benefits analysis.

You get a stress-tested debt covenant package in 10 slides.

You get a concise risk brief to review potential covenant breaches.

See exactly how many points you'll gain before you pay down a card or open a new one.

Identify and fix DCF model flaws so you can trust your financial projections.

Know exactly what to reorder, how much, and when — without touching a spreadsheet formula.

You get a clear picture of your estate tax liability in minutes.

Paste two months of transactions and get a ranked spending comparison in seconds.

You get instant 5-year cash flow projections for any company.

Safely claim every write-off with your customized tax checklist.

You instantly see how different investments stack up against each other.

You get precise LTM figures instantly.

You get a polished ownership chart for your pitch deck in minutes.

Instant, ILPA‑ready investor reports so you never build a template from scratch again.

Turn a blank comp sheet into a board-ready valuation benchmarks report in minutes.

Build your client intake form once, brand it, and never draft a new one again.

Builds a professional, investment-ready pitch deck in minutes, no design expertise needed.

Automates your quarterly depreciation board update.

Updates your quarterly reports with new figures instantly.

Turn a pile of receipt photos into a clean expense CSV — no manual typing required.

Turn raw stock counts into a purchase-ready reorder report — no spreadsheet required.