Claude for Finance & Accounting

Personal Budget Analyzer

Analyze bank statements to categorize spending, identify patterns, and build a realistic budget.

Contract & Invoice Cross-Reference

Verify invoices against contract terms, identify discrepancies, and find missed billing opportunities.

DCF Valuation Model Builder

Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.

Cryptocurrency Analysis Report

Analyze cryptocurrency projects with tokenomics, on-chain metrics, and market analysis. Generate comprehensive crypto research reports.

Financial Data Collector

Collect real financial data for any US public company from free sources (yfinance) into structured JSON — market data, historical financials, WACC inputs, and estimates — ready for DCF and comps.

Financial Modeling Assistant

Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.

Financial Analyst Toolkit

Run DCF valuations, financial statement analysis, ratio analysis, comparable company analysis, budget variance reporting, and scenario modeling from your local data.

Expense Report Auditor

Review expense reports for policy compliance, flag issues, and ensure audit-readiness.

Investment Memo Writer

Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.

Multi-Agent Financial Planner

Build a virtual financial advisory team with specialized agents for budgeting, retirement planning, and investment strategy that analyze your finances and create actionable plans.

Multi-Card Expense Tracker

Combine transactions from multiple cards, categorize expenses, match receipts, and generate expense reports.

Professional Tax Knowledge Agent

Create a searchable knowledge base from tax documents for reference during tax season.

Finance & Accounting(35)

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Bookkeeping & Tax Prep Workspace

Point Claude at a folder of W-2s, 1099s, bank statements, and receipts — get back an organized archive, a master bookkeeping spreadsheet, a tax summary with refund estimate, and a one-page accountant briefing.

Account Reconciliation Assistant

GL-to-subledger and bank reconciliation with variance identification

Browser-Assisted Tax Filing

Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.

Bank Statement CSV Merger

Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.

E-Commerce VAT Integration with Stripe

Build and manage European VAT compliance for e-commerce using Claude Code with Stripe MCP for tax calculation, invoicing, and cross-border sales.

3-Statement Financial Model Builder

Build integrated 3-statement financial models with proper cross-statement linkages, scenario analysis, and professional formatting in Excel.

Spreadsheet and Financial Model Auditor

Systematically audit spreadsheets and financial models for formula errors, broken linkages, logic issues, and reasonableness problems with severity-based reporting.

Spreadsheet Data Cleaner

Detect and fix messy spreadsheet data including whitespace issues, inconsistent casing, numbers stored as text, date problems, duplicates, and encoding issues.

Competitive Landscape Analysis Deck

Build institutional-quality competitive landscape presentations with market positioning, competitor deep-dives, moat assessment, and strategic synthesis.

Comparable Company Analysis Builder

Build institutional-grade comparable company analyses in Excel with operating metrics, valuation multiples, quartile statistics, implied valuation, and professional formatting.

DCF Model Builder for Equity Valuation

Create institutional-quality discounted cash flow models with WACC calculations, sensitivity analysis, and professional Excel output for equity valuation.

Presentation Deck Number Refresh

Update numbers across an existing presentation deck — quarterly refreshes, earnings updates, comp rolls, and rebased market data — while preserving all formatting.

Data & Reporting(77)

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Agency Dashboard

Portfolio-level client overview.

Competitor Monitor

Set up ongoing competitor monitoring.

Analytics Insights

Analyze marketing performance.

Anomaly Scan

Detect marketing anomalies.

Client Report

Generate client-facing reports.

Chart & Data Visualization Designer

Design effective data visualizations and charts. Generate chart configurations for ECharts, Chart.js, and other libraries. Create dashboards and reports.

Data Visualization Creator

Create publication-quality data visualizations with matplotlib, plotly, or Chart.js

Dataset Explorer

Profile datasets to understand shape, quality, distributions, and key patterns

Eval Config

Configure content eval settings.

Eval Suite

Batch evaluate multiple content pieces.

Data Analysis Validator

QA-review data analysis for methodology, accuracy, and presentation before sharing

Data Context Extractor

Extract company-specific data knowledge and generate tailored analysis templates

Legal & Compliance(36)

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Bulk Legal Document Review to Excel Matrix

Turn dozens or hundreds of contracts, NDAs, or leases into a single sourced Excel matrix — one row per document, one column per review question, color-coded risk flags.

CCPA / CPRA Compliance Advisor

Assess CCPA/CPRA business thresholds, build consumer-rights workflows, draft privacy notices, classify service providers vs. third parties, and run gap assessments for California privacy.

Market-Benchmarked Contract Review

Review contracts against CUAD's 41 risk categories and market-standard benchmarks. Generates risk analysis, redline suggestions, and negotiation priorities for NDAs, SaaS, M&A, and broker agreements.

Compliance Review Checker

Compliance review for proposed actions covering GDPR, CCPA, DPA, and privacy regulations

Contract Review & Risk Analyzer

Analyze contracts for risks, check completeness, and provide actionable recommendations. Supports employment contracts, NDAs, service agreements, and more.

Contract Template Generator

Create smart, legally enforceable contract templates with embedded logic using the Accord Project framework.

Bulk Contract Analyzer

Analyze large volumes of contracts for due diligence, extracting key provisions with risk flagging.

Contract Redlining Assistant

Review contracts against your standard terms, flag risky clauses, and suggest alternative language.

DocuSign Automation

Automate document signing workflows, envelope management, and e-signature processes

DPDPA (India) Compliance Advisor

Navigate India's Digital Personal Data Protection Act and DPDP Rules 2025 — Data Fiduciary obligations, consent and notice, children's data, SDF duties, cross-border transfers, and breach notification.

EAR Export Compliance Advisor

Classify items under the EAR (15 CFR 730-774) — ECCN/CCL determination, EAR99, Country Chart license analysis, license exceptions, end-user controls, deemed exports, FDPR, de minimis, and ECP design.

EU AI Act Advisor

Classify AI systems across the EU AI Act's four risk tiers, check the prohibited practices, map provider/deployer and GPAI obligations, plan conformity assessment and CE marking, and handle Art. 50 transparency.