Claude skills for finance teams
We handle the numbers, so you can spend your time on what changed. 6 skills run straight against QuickBooks — cash, revenue, expenses, payroll, and inventory, with a status check before any of it gets reported.
Monthly close
The days after month end. Matching, reconciling, and chasing whatever is holding the books up.
AP Invoice Processing
A Claude skill for AP invoice processing: watches your AP inbox, extracts every field, dedupes against your log, and files each invoice. It never pays.
Statement Reconciliation
Check a vendor statement against the AP log to confirm every invoice is recorded, and draft a request for any that are missing.
Card Receipt Forwarding
Forward recurring corporate-card receipts to the card/AP system and keep those vendors out of invoice processing to avoid double-counting. Use for known recurring card vendors only; flag anything off-list for review.
Equity Reconciliation
Reconcile equity records against the HRIS to catch termination-date mismatches and active grants for terminated employees, and check that every grant has its source documents.
Equity Reconciliation (Carta MCP)
Live equity reconciliation powered by the Carta MCP server. Pulls cap-table data directly from Carta, compares it against your HRIS export, and surfaces termination-date mismatches, active grants for terminated employees, lapsed exercise windows, and missing source documents.
QuickBooks month-end close
The same days after month end, run straight against QuickBooks. Cash first, then revenue, expenses, payroll, and inventory, with a status check before any of it gets reported.
QBO Closing Package & Status
One status view of your QuickBooks close. You get the final reports once everything's actually ready — not before.
QBO Bank & Petty Cash Reconciliation
Get cash reconciled first, not last. This skill matches your bank feed and petty cash against the QuickBooks register, and proposes the exact matches for you to approve.
QBO Revenue & AR Reconciliation
See what you earned and who still owes you. This skill checks your QuickBooks invoices against your payments and builds an AR aging report for the period.
QBO Expenses & AP Reconciliation
See what you owe and whether it's backed up. This skill checks your QuickBooks vendor bills against your receipts and invoices and lists what's still missing before you close the books.
QBO Payroll & Balance Sheet Reconciliation
Checks payroll against income and reviews the balance sheet items that get skipped under deadline pressure. This skill checks your payroll expense against QuickBooks income and lists what changed on loans, accruals, deferred revenue, and equipment.
QBO Inventory Reconciliation
Check your physical inventory count against QuickBooks. This skill compares a counted list against your QuickBooks inventory records and shows exactly which items are off, item by item.
Reporting and board
Turning closed books into something a board, a lender, or an exec team can read. And checking the model behind the numbers before anyone else does.
GL to Report
Turn a raw accounting/GL export into a clean reporting template (flash report) and draft variance commentary against prior actuals and budget.
Financial Pulse
Analyzes transaction data from any source to produce a categorized 30-day spending breakdown and 3 specific things to look into based on 60-day trends
Financial Model QA
Scan a financial model for formula errors and logic defects, and check scenario outputs after input changes. Cites the exact sheet and cell for every issue and never edits the model.
Spend control
The work between closes. What the company spends, and who is allowed to spend it.
Expense Policy Check
Reviews expense reports against your written policy, flags violations with dual-sided citations, and drafts per-person missing-receipt chase messages.
Expense Access Audit
Generate the onboarding or offboarding checklist for the expense/card tool, and audit it against the HRIS to catch terminated people with active cards or missing approvers.
Diligence and contracts
Reading vendor paper and knowing what the company already agreed to.
Vendor Contract Extraction
Extract key terms, risk provisions, cost obligations, renewal/termination clauses, and authorized user counts across a vendor portfolio into one risk-and-cost register.
Contract Review
Review a vendor, customer, payor, or partner contract before sign-off. Extracts key terms with clause citations, flags risks ranked by severity, and drafts a decision-maker memo.
Questions finance teams ask
How are CFOs using AI?
Mostly on the recurring accounting work, not one-off strategy: closing the books each month, reconciling QuickBooks, turning closed numbers into a board deck, checking who is allowed to spend what, and reading vendor contracts before they get signed. We've grouped skills into those 5 stages, so you can jump straight to the one you need.
What is the best AI tool for a CFO?
There isn't one — a finance team's month runs through 5 different stages, and the skill you need at close isn't the skill you need for board reporting or contract review. That's why we group skills by stage instead of picking one winner. Don't see a match for how your team closes? Build that skill yourself, or let us build it with you.
Nothing here matches your close?
Most finance teams have a recurring job nothing off the shelf covers. You can build that skill yourself. The guide to building your own Claude skill walks through it start to finish. Or we can build it with you.
Have one built for your teamSet it up yourself in the appGet all 18 skills in one install