AI Skills for Finance Teams

Generate compliant professional invoices with automatic calculations.

Build complete and professional DCF valuation models.

Create integrated financial models linking balance sheet, income, and cash flow.

Plan and analyze budgets with variance and projections.

Processes and categorizes invoices automatically: extracts amounts, dates, vendors, and accounting codes.

Query and manage personal finances via the official Actual Budget API. A privacy-focused, local-first budgeting tool with powerful reporting capabilities.

US tax advisor and deduction optimizer. Get guidance on tax planning, identify potential deductions, and optimize your tax strategy for maximum savings.

Generates structured financial reports from raw data: balance sheet, income statement, key ratios.

Manage Sharesight investment portfolios, holdings, and custom groups. Track your stock portfolio performance with detailed analytics and reporting.

Connect to the Plaid finance platform for bank account aggregation and transaction data. Access financial data across multiple institutions through a unified API.

Track expenses via natural language, get spending insights and budget analysis. Simply describe your purchases and the skill categorizes and tracks them automatically.

Monitor and interact with SOLO.ro accounting platform via CLI or TUI. Perfect for freelancers and small businesses managing invoices and financial records.

Creates and tracks detailed budgets with projections, overspend alerts, and optimization recommendations.

Find and cancel unwanted subscriptions automatically. Stop paying for services you no longer use and take control of your recurring expenses.

Manage YNAB (You Need A Budget) budgets, accounts, and categories from the command line. Keep your zero-based budget on track with AI assistance.