skill
skills-finance
12 agent skills for finance and accounting: FP&A, cap tables, tax, treasury, and investment research.
Set up
Skills are installed by placing their folder where your agent loads skills.
The download comes from github.com/poorvith-mp/skills-finance itself, not from our server, so what you get is exactly what its author published.
Install instructions come from the README
Skills do not use an MCP config. Follow the steps in the README below.
README
synced Oct 26, 2026skills-finance
Finance skills collection for Claude Code, Gemini App, Gemini CLI, Antigravity, Cursor, Codex, Cline, Roo Code, and npx skills — part of Skillary by Poorvith M P.
- Version:
v4.1.0 - Total Skills:
12 - License: MIT
- Hub Repository: poorvith-mp/skillary
Install
Install the entire collection via npx skills:
npx skills add poorvith-mp/skills-finance
Or install individual skills directly:
npx skills add poorvith-mp/skills-finance --skill <skill-id>
Gemini App (gemini.google.com)
Upload any SKILL.md file or .skill bundle via Settings → Skills → Import in the Gemini App.
Manual (any agent)
Clone this repo and copy the skill folder to your agent's skills directory:
git clone https://github.com/poorvith-mp/skills-finance.git
cp -R skills-finance/skills/<skill-id> ~/.gemini/skills/ # Gemini CLI
cp -R skills-finance/skills/<skill-id> ~/.claude/skills/ # Claude Code
Skills in this Collection
Accounting
| Skill ID | Title | Description | Reviewed |
|---|---|---|---|
accounts-payable | Accounts Payable | Run payables: vendor payments, contractor invoices and recurring bills across fiat, crypto and stablecoin rails. Use when managing incoming vendor bills, payment approvals, or expense reports. | 2026-09-06 |
bookkeeping | Bookkeeping | Run day-to-day accounting: reconciliations, month-end close, journal entries and internal controls. Use when reconciling bank accounts, chart of accounts, or ledger entries. | 2026-09-06 |
budgeting | Budgeting | Build the budget, run rolling forecasts, and explain budget-versus-actual variance and expense anomalies. Use when creating annual operating budgets, departmental spend, or variance. | 2026-09-06 |
invoicing | Invoicing | Draft invoices, payment schedules and receivables with tax lines, payment terms and late-fee policy. Use when generating client invoices, payment terms, or chasing collections. | 2026-09-06 |
Modelling
| Skill ID | Title | Description | Reviewed |
|---|---|---|---|
cap-table | Cap Table | Model cap tables, dilution scenarios, waterfalls and round structures — SAFE, convertible notes, priced. Use when modeling founder equity, SAFEs, option pools, or dilution waterfalls. | 2026-09-06 |
finance-strategy | Finance Strategy | Set capital allocation, treasury policy, M&A finance, investor relations and board reporting. Use when structuring capital allocation, debt vs equity, or treasury. | 2026-09-06 |
financial-modeling | Financial Modeling | Build models, forecasts, valuations and scenario analyses from raw data. Use when building three-statement models, DCF valuations, or pro formas. | 2026-09-06 |
runway-planning | Runway Planning | Work out burn rate, months of runway, which cuts buy how long, and when the raise has to start. Use when calculating net burn, zero-cash dates, or default-alive plans. | 2026-09-06 |
saas-metrics | Saas Metrics | Track MRR, ARR, cohort revenue, net revenue retention, and recognise revenue on the right period. Use when tracking ARR/MRR, Net Revenue Retention, CAC payback, or churn. | 2026-09-06 |
Tax
| Skill ID | Title | Description | Reviewed |
|---|---|---|---|
crypto-tax | Crypto Tax | Calculate capital gains, DeFi yield, NFT trades and cross-chain activity under FIFO, LIFO or HIFO. Use when calculating capital gains, staking rewards, or DeFi tax lots. | 2026-09-06 |
tax-strategy | Tax Strategy | Plan entity structure, transfer pricing, credits and multi-jurisdiction compliance. Use when planning corporate R&D tax credits, QSBS, or depreciation. | 2026-09-06 |
Investing
| Skill ID | Title | Description | Reviewed |
|---|---|---|---|
investment-research | Investment Research | Run market analysis, due diligence, valuation and portfolio review across asset classes. Use when evaluating public equities, earnings calls, or 10-K filings. | 2026-09-06 |
License
MIT © Poorvith M P