Browse reusable Agent Skills, each with a clear purpose and practical guidance.
Generate a cash flow statement from net income and balance sheet changes. Routes accrual filers to indirect method, cash-basis filers to direct method. Covers operating, investing, and financing activities with period-end reconciliation.
Generate a Profit and Loss (P&L) statement from revenue and expense inputs, with period-over-period comparison and margin analysis. Basis-of-accounting-aware (cash / accrual / modified cash); ASC 606 deferred-revenue guidance for SaaS. Ported from Anthropic's financial-statements skill.
Analyze accounts receivable aging, calculate DSO, and generate compliant collection email sequences for overdue invoices. FDCPA / state-UDAP-aware language; intent-gated escalation; SOL-aware bad-debt write-off guidance. Ported from Anthropic's reconciliation skill, hardened for SMB liability surface.
Wayfair economic-nexus tracker, marketplace facilitator law handling, multi-state filing checklist, exemption certificate management, tax-on-shipping rules. Outputs a state-by-state nexus exposure report. Templates only - not personalized sales-tax advice.
Converts vague financial aspirations into SMART goals with specific dollar targets, timelines, and monthly savings requirements. Produces a structured goal plan that breaks large financial objectives into measurable monthly actions the user can track. Use when the user has financial aspirations but has not defined specific targets, timelines, or monthly contribution amounts. Do NOT use for creating a budget (use budget-planning), tracking multiple existing savings goals (use savings-goals-tracker), or investment planning.
Provides a structured self-assessment framework for evaluating business financial health across cash flow, profitability, runway, burn rate, and unit economics with scoring rubrics, diagnostic questionnaires, and report templates. Use when the user asks about financial health checkup, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of financial health checkup or requires a different specialized skill.
Guided workflow for creating a comprehensive financial independence plan from current financial assessment through budgeting, investment strategy, tax optimization, and timeline projection. Covers the FIRE methodology adapted for individual circumstances and risk tolerances. Use when the user wants to financial independence plan or needs a structured multi-step process for this goal. Do NOT use when the request is a single-step task or requires professional advice beyond educational guidance.
Defines financial KPI frameworks with metric name, formula, target, data source, review cadence, and accountability assignment for business performance tracking. Use when the user asks about financial KPIs, business metrics, key performance indicators, financial dashboards, or metric definition documents. Do NOT use for product metrics (use metrics-framework), P&L analysis (use pl-analysis), or personal finance tracking (use budget-planning).
Explains a financial concept (compound interest, inflation, tax-advantaged accounts, diversification, amortization, or other core concepts) in plain language with a concrete worked example using the user's actual numbers. Produces an explanation with a calculation walkthrough the user can verify and apply. Use when the user asks "what is [financial concept]?", wants to understand how a financial mechanism works, or needs a concept explained with their own numbers. Do NOT use for investment advice, specific product recommendations, or tax filing guidance.
Assess personal financial knowledge across budgeting, investing, tax planning, and insurance with educational scoring and targeted learning recommendations Use when the user asks about financial literacy test, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of financial literacy test or requires a different specialized skill.