skill
agency-finance-skills
Free Claude skills for agency owners: see what your agency really makes, and build your finance system in Airtable.
Set up
Skills are installed by placing their folder where your agent loads skills.
The download comes from github.com/Sumzee/agency-finance-skills itself, not from our server, so what you get is exactly what its author published.
Install instructions come from the README
README
synced Oct 30, 2026Where did your agency's money go?
Two free Claude skills for agency and service-business owners, from Sumzee.
Revenue grows, but the bank balance doesn't. The P&L looks fine while one client quietly loses money. Reporting takes hours, and nobody agrees which numbers are right.
These skills give you a straight answer from the spreadsheets you already have — in about 15 minutes, inside your own Claude account.
A real run on a fictional 15-person agency. Open the full dashboard.
▶ See it work in 2 minutes: watch the video
What's inside
| Skill | What you give it | What you get |
|---|---|---|
| Profit Agent | Whatever you track money in: bank export, invoice list, expense sheet, P&L, timesheet. Messy is fine. | A one-page dashboard: healthy / needs attention / at risk, profit before and after you pay yourself, metrics for your business model against clear norms, and 2–3 actions with a euro effect ("collect two overdue invoices → +€20,400"). |
| System Builder | A short interview, plus your spreadsheets if you have them. | Your finance and operations system drawn as a schema, then built in your own Airtable with your history moved in — clients, projects, payments, costs. |
Start with the Profit Agent. It shows what you can see today and what data is missing; the System Builder then sets up a place to collect it.
Install
In the Claude app (claude.ai, desktop or mobile) — no code needed
- Download the zip: Profit Agent · System Builder — or get both at sumzee.co/skills.
- In Claude: Customize → Skills → upload the zip, as is (don't unzip it).
- Make sure code execution is on, then say "Here are my finance files — how much are we actually making?" and attach them.
Step-by-step guides with screenshots are inside each zip (00_READ-ME-BEFORE-YOU-START_all-instructions.html), in English and Russian.
In Claude Code
/plugin marketplace add Sumzee/agency-finance-skills
/plugin install agency-finance@sumzee
The System Builder needs the Airtable connector (with access to a whole workspace) for the build step; everything before that works without it.
Try it without your own numbers
Download the sample agency: nine months of invented data for a 15-person agency — an invoice export, a bank export and a timesheet (browse the files). Attach the three files and ask the Profit Agent what's going on. (Spoiler: €156k profit, €20k in the bank.)
Your data stays yours
- The analysis runs inside your own Claude conversation. Sumzee never receives your files.
- Every number on the dashboard is computed by code, not estimated by the AI.
- The optional "Did this get it right?" box shares only your ratings — no amounts, no client names.
- The dashboard's optional "Set it up with Sumzee" and "Email the brief" buttons share a short brief, shown on the page first: business name, team size, revenue range, margin, verdict, and which data you have. It reaches Sumzee through Calendly booking notes or your email app, and only if you click.
- The install guides and the System Builder's schema page load fonts from Google Fonts.
- The result is a management view, not accounting or tax advice.
- Privacy policy
Want it finished for you?
The skills get you a first version. Sumzee sets up the rest for 10–30 person agencies: team forms, bank imports, one live dashboard across clients, projects, entities and currencies, and a 6-week cash forecast. First version on sample data within 48 hours.
Book a 30-minute call · sumzee.co
Questions and feedback
Open an issue or write to gpbalon@gmail.com — questions, bugs and "it got my business wrong" are all welcome.
MIT licensed. Built from two real systems: an agency with projects across several entities and currencies, and a subscription-based choir.