Open-source AI agent skills for finance operators, accountants, and revenue teams.
概览
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
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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/
推荐工具
换一个关键词，或者移除筛选条件。
安装
npx skillfish add harshith-vaddiparthy/finance-skills