Finance · 9 skills

Claude skills for finance teams

Cash position, overdue invoices, monthly P&L, spend by category, failed payments and budget against actual from QuickBooks, Stripe and Google Sheets.

9 skills for finance

Vercel usage and spend this billing cycle

Every weekday: what this Vercel billing cycle has cost so far, how much included credit is left, the projected total, and which resource is driving it.

DevelopersWeekdays at 9:30Stat tileUses Vercel.

Stripe weekly MRR report

Every Monday: MRR, net new MRR split into new, expansion, contraction and churn, and active subscriptions, computed from Stripe the same way each week.

FoundersMondays at 8:00Stat tileUses Stripe.

Stripe failed payments to chase

Every weekday: Stripe invoices whose payment failed, with amount, decline reason and next retry, and a question about which customers to email.

FinanceWeekdays at 10:00Asks youUses Stripe.

Stripe monthly churn report

On the 1st: last month's customer churn and revenue churn from Stripe, split by the reason customers gave when they canceled.

Founders1st of the month at 9:00Stat tileUses Stripe.

QuickBooks cash and runway

Mondays: cash across your QuickBooks bank accounts, average monthly net burn over the last three months, and how many months of runway that leaves.

FinanceMondays at 8:30Stat tileUses QuickBooks.

QuickBooks overdue invoices to chase

Twice a week: your A/R aging from QuickBooks, the overdue invoices worth chasing first, and a question about which payment reminders to send.

FinanceMondays and Thursdays at 10:00Asks youUses QuickBooks.

AWS cost anomaly alert

Every morning: new AWS cost anomalies with the service, account, region and dollars above expected, and a question about who owns each one.

DevOpsEvery day at 9:00Asks youUses AWS.

Azure daily cost report

Every morning: yesterday's Azure cost against the 7-day average, with the top services and resource groups and the one that moved.

DevOpsEvery day at 8:00Stat tileUses Azure.

Snowflake credit usage this week

Every Monday: Snowflake credits used in the last 7 days against the week before, by warehouse, with the most expensive queries and who ran them.

Data teamsMondays at 8:00Stat tileUses Snowflake.

What an agent can take off finance’s plate

Month end and the weekly cash check run on the same questions every time: what came in, what is overdue, where the money went, how we are doing against budget. The answers live in the accounting system and a few spreadsheets.

These skills let your agent read them and write the summary: the A/R aging with the invoices to chase first, the P&L with the lines that moved, the spend that went over budget. Numbers stay in your systems; the agent only reads.

Other teams

One board for every report finance runs

Skills are free to use with any agent. Briefkin is where their results land: one board for every report, number and question your agents send, with a ping when something needs you.

Free during the open beta. No card.