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Finance Skills TEXT

Acts as a routing index to direct finance-related queries to the appropriate specialized skill (financial-analyst, saas-metrics-coach, or month-end-close) based on request signals. It does not perform calculations itself but determines which sub-skill to invoke for ratio analysis, SaaS metrics, or month-end close tasks.

2 uses this weeksource alirezarezvanilicence MIT
Quality gate: INCONCLUSIVE · better answers · measured 2026-10-23
Blind-judged against the bare model on 2 requests: average lift -6.5 points (specificity, structure, method, fit).
won 1/2, lift -6.5, tokens ×117.28
Security scan: clean · 2026-10-24 · 1 files · ran in sandbox
no network calls, shell tricks, credential access or instruction tampering found in its files.

Try asking

Say it in your own words; the assistant finds this recipe by itself. Examples:

“Jeg har vedlagt vores regnskab. Kan du give mig en overordnet vurdering af vores økonomiske sundhed?”
“Hvordan står det til med mine SaaS-metrikker i forhold til branchens normer? Data ligger i filen.”
“Vi er i gang med at lukke bøgerne for marts. Hvad er de næste trin i forligelsesprocessen?”
“I have the attached balance sheet and income statement. Can you give me a high-level view of our financial health?”
“How do my current SaaS metrics compare to industry benchmarks? I have the data in metrics_q3.csv.”
“We are closing the books for March. What are the next steps for the reconciliation process?”
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Good for

financerouterroutingsaas-metricsfinancial-analysismonth-end-closedispatchplugin-index

Not for

Do not use this skill if the user explicitly requests a specific calculation or workflow that clearly belongs to one of the sub-skills (e.g., 'run DCF model' should go directly to financial-analyst). It is not for general accounting queries or investment advice, which are handled by separate plugins or outside the scope of this bundle.

Details

When it is the right choice

Use when a user makes a finance-related request that is ambiguous or does not explicitly name a specific sub-skill. It is the entry point for determining whether the user needs statement-level analysis, SaaS operating metric coaching, or month-end close assistance. It handles broad requests like 'analyze my financials' or 'check my SaaS health' by selecting the correct downstream tool.

The full recipe the assistant reads

Finance Skills — Router

This plugin bundles the finance skills below plus this router. Each skill is self-contained.

Routing table

Request signals Skill Path
Ratio analysis, DCF valuation, budget variance, driver-based forecasts financial-analyst skills/financial-analyst/
ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks saas-metrics-coach skills/saas-metrics-coach/
Month-end close, close calendar, bank or sub-ledger reconciliation, flux / variance explanations month-end-close skills/month-end-close/

If both match (e.g., "value my SaaS company"), ask whether the user wants statement-level analysis (financial-analyst) or SaaS operating metrics (saas-metrics-coach).

Quick start

# Example: route a statement-analysis request
cat finance/skills/financial-analyst/SKILL.md
python3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help

# Or a SaaS metrics request
python3 finance/skills/saas-metrics-coach/scripts/metrics_calculator.py --help

Related (packaged separately, not in this bundle)

  • finance/business-investment-advisor/ — investment thesis evaluation, ROI modeling (prompt-only skill, separate nested plugin)
  • Root commands /financial-health and /saas-health wrap these skills' scripts.

Rules

  • Route to exactly one skill, then follow that skill's workflow. This router ships no tools of its own.
  • Always validate financial outputs against the user's source data; outputs are analysis support, not investment advice.
Files in this skill (2)
  • LICENSE
  • SKILL.md
Where it comes from

Vendored from alirezarezvani/claude-skills, commit 27cfcd0fb0a4, path finance/skills/finance-skills, licence MIT. The upstream licence file ships inside the skill.