Datapack Builder
w95/awesome-claude-corporate-skills
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers.
AI-powered financial analysis suite. An agent skill from ericosiu/ai-marketing-skills.
Install Finance Ops
$ npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install ericosiu/ai-marketing-skills finance-ops --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/ericosiu/ai-marketing-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/finance-ops .claude/skills/finance-ops && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "finance-ops" agent skill from https://github.com/ericosiu/ai-marketing-skills/tree/main/finance-ops into .claude/skills/finance-ops/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-ops", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/ericosiu/ai-marketing-skills/tree/main/finance-opsType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install ericosiu/ai-marketing-skills finance-ops --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/ericosiu/ai-marketing-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/finance-ops .agents/skills/finance-ops && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "finance-ops" agent skill from https://github.com/ericosiu/ai-marketing-skills/tree/main/finance-ops into .agents/skills/finance-ops/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-ops", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install ericosiu/ai-marketing-skills finance-ops --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/ericosiu/ai-marketing-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/finance-ops .cursor/skills/finance-ops && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "finance-ops" agent skill from https://github.com/ericosiu/ai-marketing-skills/tree/main/finance-ops into .cursor/skills/finance-ops/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-ops", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/ericosiu/ai-marketing-skills.git --path finance-ops--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install ericosiu/ai-marketing-skills finance-ops --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/ericosiu/ai-marketing-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/finance-ops .gemini/skills/finance-ops && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "finance-ops" agent skill from https://github.com/ericosiu/ai-marketing-skills/tree/main/finance-ops into .gemini/skills/finance-ops/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-ops", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install ericosiu/ai-marketing-skills finance-opsInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/ericosiu/ai-marketing-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/finance-ops .github/skills/finance-ops && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "finance-ops" agent skill from https://github.com/ericosiu/ai-marketing-skills/tree/main/finance-ops into .github/skills/finance-ops/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-ops", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install ericosiu/ai-marketing-skills finance-ops --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/ericosiu/ai-marketing-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/finance-ops .opencode/skills/finance-ops && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "finance-ops" agent skill from https://github.com/ericosiu/ai-marketing-skills/tree/main/finance-ops into .opencode/skills/finance-ops/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-ops", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
finance-ops- GitHub stars
- 3.6k
- Used in
- 1 other repo
- Token cost
- ~1.4k tokens
- SKILL.md length
- 571 words
- Files
- 13 (incl. scripts, references)
- Skills in repo
- 21
- Repo updated
- First seen
- Licence
- MIT
At a glance
AI-powered financial analysis suite. An agent skill from ericosiu/ai-marketing-skills.
- Works in 11 steps: Ingest Files → Run Analysis → Scenario Modeling (Optional) → …
- Financial analysis
- SKILL.md covers Preamble (runs on skill start), Tool 1: CFO Briefing Generator and Tool 2: Codebase Cost Estimator
- Runs Python scripts from its folder; calls python3
What it does
Finance Ops is an agent skill from ericosiu/ai-marketing-skills. AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude…
Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 14 other files, including scripts and reference files (for example `README.md`, `references/claude-roi.md` and `references/metrics-guide.md`).
It sits in Business, Finance & HR, covering Financial analysis, Accounting and bookkeeping and Anomaly detection. It works with QuickBooks and Microsoft Excel. The repository describes itself as: Open-source AI marketing skills — growth experiments, sales pipeline, content ops, outbound, SEO, and finance automation. The licence is MIT.
When your agent uses it
- Financial analysis
- Runway analysis
- How much would this cost to build
- Development cost
Example prompts
- “CFO briefing”
- “financial analysis”
- “cost briefing”
- “/finance-ops”
Requirements
- Python 3
Workflow steps
11 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 8088e1a. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 2 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
python3
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Finance Ops loads about 1.4k tokens when it runs, and up to ~5.5k if it reads all its reference files. Until then it costs about 133 tokens; SKILL.md has 571 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from ericosiu/ai-marketing-skills at commit 8088e1a, republished under its MIT licence (© ericosiu). 571 words, ~1,374 tokens.
Download SKILL.mdSave it as
.claude/skills/finance-ops/SKILL.md (or your agent's skills folder). This skill also uses 12 other files; get the full folder from GitHub.- name
- finance-ops
- description
- AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'.
Preamble (runs on skill start)
# Version check (silent if up to date)
python3 telemetry/version_check.py 2>/dev/null || true
# Telemetry opt-in (first run only, then remembers your choice)
python3 telemetry/telemetry_init.py 2>/dev/null || truePrivacy: This skill logs usage locally to
~/.ai-marketing-skills/analytics/. Remote telemetry is opt-in only. No code, file paths, or repo content is ever collected. Seetelemetry/README.md.
AI Finance Ops
Two tools: CFO Briefing Generator and Codebase Cost Estimator.
Tool 1: CFO Briefing Generator
Generate executive financial summaries from QuickBooks exports.
Workflow
1. Ingest Files
Place QuickBooks export files (CSV, XLSX, XLS) in a working directory. Accepted report types (any subset works — P&L alone is sufficient):
- P&L Summary — Revenue, COGS, expenses, net income (MOST IMPORTANT)
- P&L by Customer — Revenue breakdown by client
- P&L Detail — Transaction-level detail (XLSX)
- Balance Sheet — Assets, liabilities, equity
- General Ledger — All account transactions
- Expenses by Vendor — Vendor-level expense breakdown
- Transaction List by Vendor — Detailed vendor transactions
- Bill Payments — AP payment history
- Cash Flow Statement — Operating/investing/financing flows (XLSX)
- Account List — Chart of accounts
2. Run Analysis
python3 scripts/cfo-analyzer.py --input ./data/uploads/ [--period YYYY-MM]Options:
--input DIR— Directory with QB exports--period YYYY-MM— Override period label (default: auto-detected from files)--history DIR— History directory for MoM comparison (default:./data/history/)--no-history— Skip saving to history
The script:
- Auto-detects file types by scanning headers
- Parses each file into structured data
- Computes all KPIs (see
references/metrics-guide.mdfor definitions and healthy ranges) - Loads prior period from history for MoM comparison
- Saves current period to history
- Outputs formatted executive summary to stdout
3. Scenario Modeling (Optional)
After running the CFO analysis, model base/bull/bear scenarios:
python3 scripts/scenario-modeler.py --input ./data/financial-latest.jsonThis generates 12-month projections for:
- Base case — current trajectory continues
- Bull case — growth targets met (new product revenue + new clients)
- Bear case — lose top clients
4. Deliver Summary
The script outputs a formatted briefing with emoji status indicators (🟢🟡🔴), suitable for Slack, email, or any messaging surface.
File Format Details
See references/quickbooks-formats.md for expected CSV/XLSX column formats and detection heuristics.
Metric Thresholds
See references/metrics-guide.md for healthy ranges, red/yellow/green thresholds, and benchmark context. Adjust thresholds for your business size and type.
Tool 2: Codebase Cost Estimator
Estimate full development cost of a codebase.
Workflow
Step 1: Analyze the Codebase
Read the entire codebase. Catalog total lines of code by language/type, architectural complexity, advanced features, testing coverage, and documentation quality.
Show full SKILL.md (221 more words)Show less
Step 2: Calculate Development Hours
Apply productivity rates from references/rates.md. Calculate base hours per code type, then apply overhead multipliers for architecture, debugging, review, docs, integration, and learning curve.
Step 3: Research Market Rates
Use web search to find current hourly rates for the relevant specializations. Build a rate table with low / median / high for the project's tech stack.
Step 4: Calculate Organizational Overhead
Convert raw dev hours to calendar time using efficiency factors from references/org-overhead.md. Show estimates across company types (Solo through Enterprise).
Step 5: Calculate Full Team Cost
Apply supporting role ratios and team multipliers from references/team-cost.md. Show role-by-role breakdown, plus summary across all company stages.
Step 6: Generate Cost Estimate
Output the full estimate using the template in references/output-template.md. Include all sections: codebase metrics, dev hours, calendar time, market rates, engineering cost, full team cost, grand total summary, and assumptions.
Step 7: AI ROI Analysis (Optional)
If the codebase was built with AI assistance, calculate value per AI hour using references/claude-roi.md. Determine active hours via git history clustering, calculate speed multiplier vs human developer, and compute cost savings and ROI.
Key Principles
- Present professionally, suitable for stakeholders
- Include confidence level (low/medium/high) and key assumptions
- Highlight highest-complexity areas that drive cost
- Always show ranges (low/avg/high), never a single number
- Search for CURRENT year market rates, don't use stale data
© ericosiu, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 12 other files (scripts, references) in finance-ops of ericosiu/ai-marketing-skills.
- SKILL.md
- .env.example
- README.md
- references/claude-roi.md
- references/metrics-guide.md
- references/org-overhead.md
- references/output-template.md
- references/quickbooks-formats.md
- references/rates.md
- references/team-cost.md
- requirements.txt
- scripts/cfo-analyzer.py
- scripts/scenario-modeler.py
Open the folder on GitHubat commit 8088e1a
Used in 1 other repository
We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in ericosiu/ai-marketing-skills, which our catalogue first saw on October 7, 2026.
Compare with similar skills
Finance Ops next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Finance Ops this skillericosiu/ai-marketing-skills | 3.6k | 1 repos | ~1.4k | Automated safety check: Pass | MIT | |
| Datapack Builderw95/awesome-claude-corporate-skills | 235 | 1 repos | ~6k | Automated safety check: Pass | MIT | |
| Three-Statement Model Builderginlix-ai/LangAlpha | 1.8k | — | ~5.4k | Automated safety check: Pass | Apache-2.0 | |
| ERPClaw ERP Controlleravansaber/erpclaw | 114 | — | ~15k | Automated safety check: Pass | GPL-3.0 | |
| CICPA Company Registration Querynigo81/nigo-skills | 133 | — | ~2.8k | Automated safety check: Pass | MIT | |
| Audit Report Checkernigo81/nigo-skills | 133 | — | ~4.3k | Automated safety check: Pass | MIT |
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Works with
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Questions about Finance Ops
What does Finance Ops do?
AI-powered financial analysis suite. An agent skill from ericosiu/ai-marketing-skills. Finance Ops is an agent skill from ericosiu/ai-marketing-skills. AI-powered financial analysis suite.
When should I use Finance Ops?
Finance Ops fits situations like: financial analysis; runway analysis; how much would this cost to build; development cost.
How do I install Finance Ops in Claude Code?
Run `npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a claude-code`. Or copy the skill folder (finance-ops in ericosiu/ai-marketing-skills) into .claude/skills/finance-ops in your project. Claude Code loads it when a task matches its description.
How do I install Finance Ops in Codex?
Run `npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a codex`. Or copy the skill folder (finance-ops in ericosiu/ai-marketing-skills) into .agents/skills/finance-ops in your project. Codex loads it when a task matches its description.
Can I use Finance Ops in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add ericosiu/ai-marketing-skills --skill finance-ops -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/finance-ops, .gemini/skills/finance-ops, .github/skills/finance-ops and .opencode/skills/finance-ops in your project.
What does Finance Ops need to run?
Going by SKILL.md and its folder, Finance Ops needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3.
Does Finance Ops access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Finance Ops safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Finance Ops use?
Finance Ops is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Finance Ops use?
About 1.4k tokens (SKILL.md is roughly 5.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 4.1k tokens, read only when the agent opens those files.
What are the alternatives to Finance Ops?
Skills that share tags, products or a category with Finance Ops: Datapack Builder (w95/awesome-claude-corporate-skills, 235 stars), Three-Statement Model Builder (ginlix-ai/LangAlpha, 1.8k stars), ERPClaw ERP Controller (avansaber/erpclaw, 114 stars) and CICPA Company Registration Query (nigo81/nigo-skills, 133 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Finance Ops?
ericosiu (a GitHub user) maintains it in ericosiu/ai-marketing-skills, which has 3,611 GitHub stars. The repository holds 21 skills in this directory. The repository was last updated on September 22, 2026.
Source: ericosiu/ai-marketing-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.