Agent skill

Finance Workflows

by rongxinzy in rongxinzy/RongxinAI

Coordinate multi-step finance and accounting work across financial statements, journal entries, reconciliations, close, audit support, and variance analysis.

AGPL-3.0Auto-check passedBusiness, Finance & HR

Install Finance Workflows

skills CLI
$ npx skills add rongxinzy/RongxinAI --skill finance-workflows -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install rongxinzy/RongxinAI finance-workflows --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .claude/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/finance-accounting-expert/skills/finance-workflows .claude/skills/finance-workflows && rm -rf skills-src

Use ~/.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/

Facts

Skill name
finance-workflows
GitHub stars
154
Token cost
~455 tokens
SKILL.md length
193 words
Files
1
Skills in repo
94
Repo updated
First seen
Licence
AGPL-3.0

At a glance

Coordinate multi-step finance and accounting work across financial statements, journal entries, reconciliations, close, audit support, and variance analysis.

  • Works in 7 steps: Confirm entity, period, currency, unit,… → Inventory source files with system,… → Create a data lineage table from each… → …
  • A request spans multiple finance processes
  • SKILL.md covers Control framework and Required controls
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Finance Workflows is an agent skill from rongxinzy/RongxinAI. Coordinate multi-step finance and accounting work across financial statements, journal entries, reconciliations, close, audit support, and variance analysis. Use when a request spans multiple finance processes or needs a controlled workpaper plan.

Its SKILL.md is about 460 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Accounting and bookkeeping and Financial analysis. The repository describes itself as: An all-in-one local AI Agent workspace with a fully self-developed stack. The licence is AGPL-3.0.

When your agent uses it

  • A request spans multiple finance processes
  • Needs a controlled workpaper plan

Example prompts

  • “/finance-workflows”

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Confirm entity, period, currency, unit, ledger, accounting framework, materiality, and due date.
  2. Inventory source files with system, owner, extraction time, version, and approval state.
  3. Create a data lineage table from each reported number to source, transformation, formula, and reviewer.
  4. Sequence work by dependencies: data freeze, subledger close, entries, reconciliations, trial balance, statements, variance review, sign-off.
  5. Route to financial-statements, journal-entry-prep, reconciliation, close-management, audit-support, or variance-analysis.
  6. Maintain one issue log with amount, account, root cause, impact, owner, due date, status, and escalation.
  7. Finish with cross-process checks and a sign-off pack.

What it can do on your machine

Read from SKILL.md and the folder at commit aa2b27b. 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

    No scripts in the folder and no shell commands in SKILL.md.

    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 Workflows loads about 455 tokens when it runs. Until then it costs about 66 tokens; SKILL.md has 193 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~66
When it runs · the whole SKILL.md, loaded when a task matches
~455

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); files beside SKILL.md are not scanned.

SKILL.md

The full file from rongxinzy/RongxinAI at commit aa2b27b, republished under its AGPL-3.0 licence (© rongxinzy). 193 words, ~455 tokens.

Download SKILL.mdSave it as .claude/skills/finance-workflows/SKILL.md (or your agent's skills folder).
name
finance-workflows
description
Coordinate multi-step finance and accounting work across financial statements, journal entries, reconciliations, close, audit support, and variance analysis. Use when a request spans multiple finance processes or needs a controlled workpaper plan.

Finance Workflows

Use this skill as the controller for multi-process finance work. For a single process, route to the more specific skill.

Control framework

  1. Confirm entity, period, currency, unit, ledger, accounting framework, materiality, and due date.
  2. Inventory source files with system, owner, extraction time, version, and approval state.
  3. Create a data lineage table from each reported number to source, transformation, formula, and reviewer.
  4. Sequence work by dependencies: data freeze, subledger close, entries, reconciliations, trial balance, statements, variance review, sign-off.
  5. Route to financial-statements, journal-entry-prep, reconciliation, close-management, audit-support, or variance-analysis.
  6. Maintain one issue log with amount, account, root cause, impact, owner, due date, status, and escalation.
  7. Finish with cross-process checks and a sign-off pack.

Required controls

  • opening balance + activity = closing balance;
  • total debits = total credits;
  • subledger totals = control accounts;
  • statement subtotals and cross-statement links reconcile;
  • current-period data uses one cut-off and one exchange-rate policy;
  • all manual adjustments have support, approval, and reversal treatment where applicable;
  • unresolved items are visible and assessed against materiality.

Do not claim close, approval, posting, audit completion, or compliance certification without evidence. Use xlsx, docx, or pdf only after reading that skill from <available_skills>.

© rongxinzy, AGPL-3.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in SKILLs/zhiyuan-expert-manager/presets/finance-accounting-expert/skills/finance-workflows of rongxinzy/RongxinAI.

Open the folder on GitHubat commit aa2b27b

Compare with similar skills

Finance Workflows 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.

Finance Workflows compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Finance Workflows this skillrongxinzy/RongxinAI154—~455Automated safety check: PassAGPL-3.0
ERPClaw ERP Controlleravansaber/erpclaw114—~18kAutomated safety check: PassGPL-3.0
Research Financealirezarezvani/claude-skills28k—~2.7kAutomated safety check: PassMIT
Compte De ResultatWellApp-ai/Well345—~602Automated safety check: PassMIT
Trade Accountingagiprolabs/claude-trading-skills410—~3kAutomated safety check: PassMIT
Stock Analysisalirezarezvani/claude-skills28k—~8.5kAutomated safety check: PassMIT

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Questions about Finance Workflows

What does Finance Workflows do?

Coordinate multi-step finance and accounting work across financial statements, journal entries, reconciliations, close, audit support, and variance analysis. Finance Workflows is an agent skill from rongxinzy/RongxinAI. Coordinate multi-step finance and accounting work across financial statements, journal entries, reconciliations, close, audit support, and variance analysis.

When should I use Finance Workflows?

Finance Workflows fits situations like: A request spans multiple finance processes; needs a controlled workpaper plan.

How do I install Finance Workflows in Claude Code?

Run `npx skills add rongxinzy/RongxinAI --skill finance-workflows -a claude-code`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/finance-accounting-expert/skills/finance-workflows in rongxinzy/RongxinAI) into .claude/skills/finance-workflows in your project. Claude Code loads it when a task matches its description.

How do I install Finance Workflows in Codex?

Run `npx skills add rongxinzy/RongxinAI --skill finance-workflows -a codex`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/finance-accounting-expert/skills/finance-workflows in rongxinzy/RongxinAI) into .agents/skills/finance-workflows in your project. Codex loads it when a task matches its description.

Can I use Finance Workflows 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 rongxinzy/RongxinAI --skill finance-workflows -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-workflows, .gemini/skills/finance-workflows, .github/skills/finance-workflows and .opencode/skills/finance-workflows in your project.

What does Finance Workflows need to run?

SKILL.md names no scripts, command-line tools or credentials: Finance Workflows is instructions for the agent only.

Does Finance Workflows 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 Workflows 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. Review the folder before installing.

What licence does Finance Workflows use?

Finance Workflows is published under the AGPL-3.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Finance Workflows use?

About 455 tokens (SKILL.md is roughly 1.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Finance Workflows?

Skills that share tags, products or a category with Finance Workflows: ERPClaw ERP Controller (avansaber/erpclaw, 114 stars), Research Finance (alirezarezvani/claude-skills, 28k stars), Compte De Resultat (WellApp-ai/Well, 345 stars) and Trade Accounting (agiprolabs/claude-trading-skills, 410 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finance Workflows?

rongxinzy (a GitHub organization) maintains it in rongxinzy/RongxinAI, which has 154 GitHub stars. The repository holds 94 skills in this directory. The repository was last updated on October 9, 2026.

Source: rongxinzy/RongxinAI on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.