Best agent skills for Accountants and Finance Teams, page 44

Sanity-check a greenhouse gas inventory before it goes into a report or gets audited.

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Build a short-term (13-week) cash flow forecast to see if you can cover what's due.

mohitagw15856/pm-claude-skills

Wrap up a client project the right way — a clean handoff, a strong final impression, and the moves that turn a finished project into referrals and repeat work.

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A skill your agent uses when asked 信用证审证, 信用证审单, 审核信用证条款, 单证不符点, L/C 软条款, 交单前检查, or check a letter of credit or a set of export documents against it for a Chinese exporter.

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A skill your agent uses when asked 医保怎么报销, 异地就医怎么备案, 住院能报多少, 门诊报销比例, 手工报销要什么材料, 惠民保值不值得买, or work out what China's basic medical insurance (医保) will pay for a treatment.

mohitagw15856/pm-claude-skills

A skill your agent uses when asked 帮我定明年的个人 OKR, 写个人发展计划, IDP 怎么写, 明年目标怎么跟老板对齐, 个人 KPI 怎么定, 年初定目标, or plan next year's personal goals at a Chinese employer.

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Write a Chinese annual self-review (述职报告 / 年终总结) for a performance cycle: results against OKR or KPI with evidence, the two or three things that mattered most, honest lessons, and next year's plan…

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Write a polite-but-firm payment-reminder / collections email sequence for overdue invoices.

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Reconcile controlled-substance records and prepare for an inspection — the count against the register, the discrepancy investigation, the documentation an inspector asks for, and the reporting…

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Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom, risk factors with mitigants, risk-rating rationale…

mohitagw15856/pm-claude-skills

Fetch live cryptocurrency prices with zero API keys — CoinGecko's public endpoints primary, Coinbase spot fallback, via plain curl.

mohitagw15856/pm-claude-skills

Convert currencies and fetch live exchange rates with zero API keys — Frankfurter (ECB rates) primary, open.er-api.com fallback, via plain curl.

mohitagw15856/pm-claude-skills

Judge a past decision by its PROCESS, not its outcome — because good decisions lose and bad decisions win, and teams that can't tell the difference learn the wrong lessons.

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Put one situation in front of three professionals chosen to disagree — the lawyer, the accountant, and the therapist read the same divorce — each ruling independently, with the conflicts surfaced in…

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Write a letter to dispute an incorrect charge, bill, or record.

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Write a clear company expense & reimbursement policy. An agent skill from mohitagw15856/pm-claude-skills.

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Design an expense-tracking sheet that survives real receipts — the capture-at-spend habit, the category set that matches reimbursement or tax rules, the receipt-link discipline, and the month-end…

mohitagw15856/pm-claude-skills

Turn financial model outputs into a clear written narrative.

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Explain a financial statement (P&L, balance sheet, or cash flow) in plain English.

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A skill your agent uses when asked what a term means in an annual report, to explain EBITDA, goodwill, free cash flow, working capital or diluted EPS, or to define any investing or accounting word…

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Create a professional, complete invoice for a client or customer.

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A skill your agent uses when asked 確定申告のやり方, do I need to file a tax return in Japan, how do I claim medical expense deduction, ふるさと納税の確定申告, 副業の確定申告, how to file with e-Tax, or 日本报税怎么弄.

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A skill your agent uses when asked 年末調整の書き方, how do I fill in my nenmatsu chōsei forms, which deductions can I claim at year-end in Japan, 扶養控除等申告書の書き方, 保険料控除申告書, or do I need to file a tax return…

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Design a KPI tracker that drives decisions instead of decorating them — the few-metrics discipline (5–9, each with an owner and a so-what), targets with honest baselines, the trend-first layout, and…

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A skill your agent uses when asked 보고서 써 줘, 주간보고 작성해 줘, 개조식으로 정리해 줘, 팀장님께 보고할 내용 정리, 1페이지 보고서, 업무 보고서 양식, or write a Korean business report or weekly report.

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Chase an overdue invoice and actually get paid — a firm-but-friendly escalation ladder that protects the client relationship until it's clear the relationship is the problem.

mohitagw15856/pm-claude-skills

Collect overdue invoices with a graduated escalation ladder — friendly nudge to firm notice to work-stop to final demand, each with send-ready wording and timing, plus the prevention terms that stop…

mohitagw15856/pm-claude-skills

Write a portfolio-level lending risk brief: concentration analysis by sector, geography and single name, vintage performance, migration matrix narrative, macro-sensitivity scenarios, top watch…

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Read a garage quote or invoice like someone who can't be padded — which line items connect to your actual symptom, which are while-we're-in-there additions, the questions that make soft lines…

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Find out how a dashboard, KPI report, or metrics slide is lying to you — before you repeat its story in a bigger room.

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Plan a paid acquisition / performance marketing program with unit economics that work.

mohitagw15856/pm-claude-skills

Get the take of the specific experts a situation actually needs — a lawyer, a therapist, an accountant, a doctor-minded thinker, whoever fits — each in their own voice.

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Plan pivot-table analysis that answers the actual question — the question-to-layout mapping (rows, values, filters chosen on purpose), the data-shape check that pivots require, and the drill-down…

mohitagw15856/pm-claude-skills

Audit a PowerPoint presentation for layout issues, text overflow, visual hierarchy problems, and consistency gaps.

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A skill your agent uses when asked to reconcile operating profit to free cash flow, walk from EBIT to FCF, explain why profit and cash differ in this report, or show a company's cash conversion from…

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Resolve a document's forty review comments systematically — triage by type (accept, push back, conflict, out-of-scope), batch the mechanical fixes, draft the disagreement replies, and reconcile…

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Audit a spreadsheet before trusting it — the error hunt (hardcoded overrides, broken ranges, silent unit mixes), the fragility map (what breaks when rows are added), and the load-bearing-formula…

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Audit the user's REAL spreadsheet by opening it in the Cowork sandbox — not by reading a description of it.

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Hand over a spreadsheet so it survives its author leaving — the README tab that decodes the sheet's logic, the update runbook with sources and cadence, the fragility warnings, and the walkthrough…

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Fetch a stock quote snapshot with keyless curl — Yahoo Finance's public chart endpoint, read with the discipline unofficial market data demands: timestamped, delayed-flagged, and never advice.

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Build a quarterly supplier performance scorecard with a weighted grade and a clear escalate/develop/exit call.

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Practice the table-talk that wins negotiation board games — play out a Catan-style trade, a Diplomacy-style alliance, or a Monopoly-style deal against an opponent with a hidden agenda, then get an…

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Surface the personal tax deductions and credits you might be missing — so you can research them or raise them with your tax preparer before you file.

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Generate a structured tax planning checklist and review framework for any individual or business context.

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Simulate the mortgage or business-loan underwriting conversation before you have it for real — the deposit-source probe, the any-other-debts completeness test, the casual question about your job…

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Simulate enterprise procurement and security review of your product before your first big deal meets it for real — the questionnaire, the gaps, the deal-slowing findings.

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Evaluate a new tool before it joins the stack — the problem-first framing (tools answer needs, not demos), the trial designed with success criteria upfront, the stack-fit check (integration…

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Write the underwriting file narrative for a risk: the risk story, exposure quantification, loss-history read, mitigating and aggravating factors, terms and subjectivities rationale, appetite fit…

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