Finance
(22 of 22)Accounting, financial planning, analysis, and reporting.
Intercompany Matching and Elimination Starter Kit
Catch intercompany transaction mismatches weeks before your close deadline by matching transactions early and surfacing currency, timing, or real errors for targeted resolution. Export matched results and unresolved balances to keep your team aligned and your consolidation entries audit-ready.
AlteryxClaude + Finance teams need to analyze complex... Playbook
Cut financial analysis time by 80% and catch anomalies human reviewers miss—Claude flags the highest-impact variances across your closure data and execution metrics in minutes.
Paldin B.
Software Engineer at G2
Unstructured Invoice Intake and Structuring
Cut invoice processing time and errors by automatically extracting and structuring data from PDFs, emails, and scans into a single standardized format. Your AP team spends less time retyping and more time on approvals, while payment cycles accelerate and backlogs shrink.
AlteryxTrial Balance Mapping and Disclosure Preparation Starter Kit
Eliminate spreadsheet crosswalks and the manual checking they require by automatically mapping trial balances to disclosure line items and flagging misclassifications before filing. The workflow traces every figure back to its source account, validates against materiality thresholds, and reconciles footnotes to financial statements in one version-ready package.
AlteryxTax PDF Data Extraction and Normalization
Extract numbers from messy tax PDFs automatically and route only questionable values to your reviewer, eliminating hours of manual data entry and transcription errors. The workflow normalizes varied document layouts into clean, structured data ready for compliance checks or filing.
AlteryxFinance & C-Level Strategy Skills
Financial analysis, SaaS metrics, investor relations, and executive advisory for leadership decisions.
Market Data & Analysis
Retrieve stock quotes, analyst sentiment, sector benchmarks, and market capitalization data.
SEC Filings Analysis
Parse and analyze SEC filings including 10-K, 10-Q, 8-K, and S-1 documents.
Earnings Analysis
Extract guidance, management commentary, and sentiment signals from earnings call transcripts.
Financial Analysis
Retrieve and analyze comprehensive financial statements, growth metrics, and company valuation data.
Analyze Finance, Growth, and Business Health
Skills for evaluating SaaS metrics, making investment decisions, and diagnosing growth constraints using data.
Finance & Accounting Prompts & Templates
3 community prompts and 9 enterprise templates for financial analysis, VC/PE modeling, and regulatory compliance.
Prediction Markets Analysis
Research and trade prediction market events on Kalshi with AI-driven analysis and backtesting.
Analyze Financial Data With AI Agents
A collection of 60+ AI agent skills for financial data analysis, powered by the Octagon MCP server.
ClaudeClaude Code / Codex / Claude Desktop+5 moreOctagonAI
Pull Financial Data From External APIs
5 skills for sentiment, analyst research, TradingView, Hyperliquid market data, and geopolitical monitoring.
Read Financial Research From Social Sources
6 skills for read-only access to Twitter/X, Discord, LinkedIn, Telegram, Y Combinator, and 90+ finance sources.
Analyze Stock Market Data and Earnings
11 skills for stock analysis, earnings, valuations, options, strategies, and liquidity via yfinance.
ClaudeAnalyze Financial Markets With AI Skills
A bundle of 33 agent skills for financial analysis, market research, data ingestion, and trading, following the Agent Skills open standard.
himself65
Raise Capital and Build Your Operating Model
Five skills for financial modeling, fundraising strategy, investor materials, pitch decks, and operational playbooks.
Build Complete Business Plans From Idea to Pitch
27 professional AI-powered skills for startup strategy, covering idea validation through investor pitch, with framework-driven analysis and HTML report outputs.
ClaudeClaudeBusiness Model Canvas+9 moremaigentic