Skill library
AI skills for accounting and finance
Skills for the work finance people actually do, free and with no sign-up. Each one is a SKILL.md your assistant can read: point it at the link, download the file, or paste the prompt. Each page says what the skill does, what a good answer looks like, and what to check before you rely on it. The AI drafts. A person on your team approves.
- Any chat
- Works in Claude, ChatGPT, Copilot or any AI assistant. No setup.
- Connected: xbrlkit
- Needs the free xbrlkit MCP server, which reads public SEC filings one filing at a time.
- Connected: RoboLedger
- Needs your books connected to your AI assistant through RoboLedger.
- Any chat
Draft variance commentary from budget vs. actual
Turn a budget-to-actual table into first-draft commentary that separates the variances worth a sentence from the noise.
FP&A · Controller · Fractional CFO
- Any chat
Find the gaps in a month-end close checklist
Have an assistant review your close checklist for missing steps, steps in the wrong order, and steps nobody signs off on.
Controller · Bookkeeper · Fractional CFO
- Any chat
Sort the unmatched items in a bank reconciliation
Group the items that won’t match into timing differences, likely errors and items to ask the client about, with the question already written.
Bookkeeper · Controller
- Any chat
Write the support memo for a journal entry
Turn your working notes on an adjusting entry into a short memo a reviewer or auditor can follow, with the open questions listed.
Controller · Fractional CFO
- Any chat
Turn the monthly financials into a one-page owner summary
Write the one page a business owner will actually read: what happened, what it means for cash, and the one decision in front of them.
Fractional CFO · Controller · Bookkeeper
- Any chat
Audit a financial model’s formulas before you rely on it
Have an assistant look for hardcoded numbers, broken ranges, inconsistent formulas and circular logic in a model you inherited or built in a hurry.
FP&A · Controller · Fractional CFO
- Any chat
Explain to a client why profit and cash don’t match
Answer “we made money, so where is it?” in plain English, using the client’s own numbers, in a reply you can send.
Fractional CFO · Bookkeeper · Controller
- Connected: xbrlkit
Compare your margins with a public company’s 10-K
Put a company’s gross and operating margin beside a public peer’s, read straight from the peer’s SEC filing, not retyped from a PDF.
Analyst · Fractional CFO · FP&A
- Connected: RoboLedger
Ask your books why gross margin changed
Trace a margin change to the accounts and transactions behind it, from a live ledger, without exporting anything.
Controller · Fractional CFO · FP&A
- Connected: RoboLedger
Model what a new hire does to the next 12 months of cash
Build a what-if scenario on the books themselves, with all three statements projected month by month, and see the month cash gets tight.
Fractional CFO · FP&A · Controller
Want the reasoning behind them? The guides go through a whole task, step by step.