harshith-vaddiparthy/finance-skills
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Open-source AI agent skills for finance operators, accountants, and revenue teams.
개요
Finance Skills is an open-source skill library for AI agents that work with finance operators, accountants, revenue teams, and founders. It gives agents specific operating procedures for recurring finance workflows: AR follow-up, dunning emails, contract-to-invoice checks, usage billing review, revenue recognition QA, payment reconciliation, close checklists, and CFO briefings. The project is inspired by the structure of Garry Tan's gstack: small, opinionated skills that turn a general coding or research agent into a specialist for a specific job. The content here is original and focused on finance operations rather than software delivery. - A set of SKILL.md folders that can be copied into an agent skill system. - A practical starting point for finance workflows that need judgment, traceability, and human review. - A public artifact finance teams can fork, adapt, and make more specific to their billing stack, accounting policy, and close process.
README
원문 README의 일부입니다. 원문 보기.
Finance Skills
Finance Skills is an open-source skill library for AI agents that work with finance operators, accountants, revenue teams, and founders. It gives agents specific operating procedures for recurring finance workflows: AR follow-up, dunning emails, contract-to-invoice checks, usage billing review, revenue recognition QA, payment reconciliation, close checklists, and CFO briefings.
The project is inspired by the structure of Garry Tan’s gstack: small, opinionated skills that turn a general coding or research agent into a specialist for a specific job. The content here is original and focused on finance operations rather than software delivery.
What This Is
- A set of
SKILL.mdfolders that can be copied into an agent skill system. - A practical starting point for finance workflows that need judgment, traceability, and human review.
- A public artifact finance teams can fork, adapt, and make more specific to their billing stack, accounting policy, and close process.
What This Is Not
- It is not accounting, tax, legal, or audit advice.
- It is not a replacement for controller, CFO, auditor, or counsel review.
- It does not send customer communications, post journal entries, or change source systems without explicit human approval.
Skills
| Skill | Use it when |
|---|---|
ar-collections |
Reviewing AR aging, prioritizing overdue accounts, and drafting collector worklists. |
dunning-emails |
Drafting customer-safe payment reminder sequences from invoice and account context. |
contract-to-invoice |
Extracting billing obligations from contracts and comparing them with draft invoices. |
usage-billing-review |
Checking metered usage invoices against usage exports, pricing terms, and exception rules. |
revenue-recognition-qa |
Reviewing revenue schedules, deferrals, SSP assumptions, and support for unusual deals. |
payment-reconciliation |
Matching payments, deposits, remittances, invoices, and bank activity. |
finance-close-checklist |
Running a month-end close checklist and surfacing blockers by owner and due date. |
cfo-briefing |
Turning finance inputs into a concise CFO-ready operating brief. |
invoice-health-check |
Scoring invoice completeness and collection risk before sending or sharing. |
Install
Copy the folders you want into your agent’s skills directory. For Codex-style skills:
mkdir -p ~/.codex/skills/finance
cp -R skills/* ~/.codex/skills/finance/
For Claude-style local skills:
mkdir -p ~/.claude/skills/finance
cp -R skills/* ~/.claude/skills/finance/
추천 도구
다른 키워드를 입력하거나 필터를 제거해 보세요.
설치
npx skillfish add harshith-vaddiparthy/finance-skills