Skills · category
Finance skills and plugins
Public Claude skills and plugins for finance, each with Waxell's security verdict and the findings behind it.
- 1,689 reviewed
- 1,328 no issues
- 336 to review
- 15 high risk
424 resultsFinance
lightweight-charts-react-componentsGitHublightweight-charts-react-components recipes for TradingView lightweight-charts in React. Candlestick, line, and area series; volume and… Review findingsFinanceData & analytics41k- poka-yokeGitHubMistake-proof code so misuse cannot be expressed, rather than warning against it. Use when designing an interface, schema, or state… No issuesFinanceEngineering41k
- setup-my-iqGitHubCreate, set up, or update the personal context portfolio: structured markdown files describing who you are, how you work, your teams, and… No issuesFinanceProductivity41k
- shopify-review-triageGitHubUse this skill when someone wants public Shopify App Store reviews, low-star reviews, or merchant feedback triaged, prioritized,… No issuesFinanceData & analytics41k
- sql-server-table-reconciliationGitHubUse when: comparing SQL Server tables across instances, data migration validation, ETL verification, row mismatch detection, schema drift,… Review findingsFinanceData & analytics41k
scientific-problem-selectionAnthropicThis skill should be used when scientists need help with research problem selection, project ideation, troubleshooting stuck projects, or… No issuesFinanceProductivity35k- draft-responseAnthropicDraft a professional customer-facing response tailored to the situation and relationship. Use when answering a product question,… No issuesFinanceSales & marketing35k
- financeAnthropicStreamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed… No issuesFinanceData & analytics35k
- audit-supportAnthropicSupport SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing… No issuesFinanceDocuments35k
- close-managementAnthropicManage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking… No issuesFinanceProductivity35k
- financial-statementsAnthropicGenerate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use… No issuesFinanceData & analytics35k
- journal-entryAnthropicPrepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid),… No issuesFinanceDocuments35k
- journal-entry-prepAnthropicPrepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid… No issuesFinanceDocuments35k
- reconciliationAnthropicReconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations,… No issuesFinanceData & analytics35k
- sox-testingAnthropicGenerate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing,… No issuesFinanceEngineering35k
- variance-analysisAnthropicDecompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual,… No issuesFinanceData & analytics35k
- comp-analysisAnthropicAnalyze compensation: benchmarking, band placement, and equity modeling. Trigger with "what should we pay a [role]", "is this offer… No issuesFinanceData & analytics35k
- draft-offerAnthropicDraft an offer letter with comp details and terms. Use when a candidate is ready for an offer, assembling a total comp package (base,… No issuesFinanceLegal & compliance35k
- policy-lookupAnthropicFind and explain company policies in plain language. Trigger with "what's our PTO policy", "can I work remotely from another country",… No issuesFinanceLegal & compliance35k
- review-contractAnthropicReview a contract against your organization's negotiation playbook, flag deviations, generate redlines, provide business impact analysis.… No issuesFinanceLegal & compliance35k
- vendor-checkAnthropicCheck the status of existing agreements with a vendor across all connected systems, CLM, CRM, email, and document storage, with gap… No issuesFinanceData & analytics35k
- operationsAnthropicOptimize business operations: vendor management, process documentation, change management, capacity planning, and compliance tracking.… No issuesFinanceDocuments35k
- risk-assessmentAnthropicIdentify, assess, and mitigate operational risks. Trigger with "what are the risks", "risk assessment", "risk register", "what could go… No issuesFinanceProductivity35k
- vendor-reviewAnthropicEvaluate a vendor: cost analysis, risk assessment, and recommendation. Use when reviewing a new vendor proposal, deciding whether to renew… No issuesFinanceData & analytics35k
- competitive-briefAnthropicCreate a competitive analysis brief for one or more competitors or a feature area. Use when informing product strategy or feature… No issuesFinanceData & analytics35k
- sprint-planningAnthropicPlan a sprint: scope work, estimate capacity, set goals, and draft a sprint plan. Use when kicking off a new sprint, sizing a backlog… No issuesFinanceProductivity35k
- account-tieringAnthropicScore and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when… No issuesFinanceSales & marketing35k
- close-planAnthropicBuild the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to… No issuesFinanceSales & marketing35k
- deal-advance-gapAnthropicForward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by… No issuesFinanceSales & marketing35k
- deal-reviewAnthropicDeep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the… No issuesFinanceSales & marketing35k
- deal-signalsAnthropicProactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor… No issuesFinanceSales & marketing35k
- end-of-dayAnthropicThe closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's… No issuesFinanceSales & marketing35k
- forecastAnthropicGenerate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what… No issuesFinanceSales & marketing35k
- pipeline-reviewAnthropicStage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks… No issuesFinanceSales & marketing35k
- team-pipelineAnthropicLeader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show… No issuesFinanceSales & marketing35k
- update-opportunityAnthropicGuided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the… No issuesFinanceSales & marketing35k
- ad-managerAnthropicThe ads consultant that becomes an ads agent. Reads paid-ad performance natively through the TikTok Ads connector, or via a… No issuesFinanceSales & marketing35k
- ap-processorAnthropicWorks the bill pile end to end: reads bills and vendor statements out of the AP inbox or from uploaded PDFs and phone photos, pulls out… No issuesFinanceDocuments35k
- cash-flow-snapshotAnthropicReads AR/AP, historical cash timing, and known fixed costs from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) or from… No issuesFinanceData & analytics35k
- close-monthAnthropicCloses the books and turns them into a decision as a three-link chain, month-end-prep reconciles the ledger against every connected… No issuesFinanceData & analytics35k
- contract-reviewAnthropicLightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, mail attachments… No issuesFinanceLegal & compliance35k
- growth-pulseAnthropicAnswers one question for an SMB owner: is the growth engine actually working? Pulls sales trend by channel, funnel conversion, campaign… No issuesFinanceSales & marketing35k
- hiring-screenerAnthropicTakes a pile of applications and turns it into a ranked shortlist, scored only against the job's stated rubric, with drafted replies to… No issuesFinanceProductivity35k
- inbox-managerAnthropicTurns a full inbox into a short, ranked list of what actually needs the owner. Reads the mail, sorts it into needs-you,… No issuesFinanceProductivity35k
- inventory-plannerAnthropicWorks out what to reorder and when, from what is actually selling: pulls sales history and stock on hand from Shopify, Square, NetSuite,… No issuesFinanceData & analytics35k
- invoice-chaseAnthropicDrafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and… No issuesFinanceWriting & content35k
- marketing-mondayAnthropicDelivers the weekly growth briefing as one merged read, whether the growth engine is working, what customers are saying in public and… No issuesFinanceSales & marketing35k
- month-end-prepAnthropicReconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe… No issuesFinanceData & analytics35k
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