Use Cases
Claude for Finance & Accounting
Automate bookkeeping, financial reporting, reconciliation, and compliance workflows.
169 playbooks across 4 categories
Finance(21)
View all 21 →Risk Manager
Run financial risk assessments, portfolio risk analysis, Monte Carlo simulations, VaR calculations, stress testing, and risk register management from local data.
Scientific Denario
Multiagent AI system for scientific research assistance that automates research workflows from data analysis to publication. This skill should be used when generating research ideas from datasets, developing research methodologies, executing compu...
Scientific Edgartools
Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional...
Scientific Fred Economic Data
Query FRED (Federal Reserve Economic Data) API for 800,000+ economic time series from 100+ sources. Access GDP, unemployment, inflation, interest rates, exchange rates, housing, and regional data. Use for macroeconomic analysis, financial research...
Scientific Hedgefundmonitor
Query the OFR (Office of Financial Research) Hedge Fund Monitor API for hedge fund data including SEC Form PF aggregated statistics, CFTC Traders in Financial Futures, FICC Sponsored Repo volumes, and FRB SCOOS dealer financing terms. Access time ...
Stock Analysis & Research
Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.
Professional Tax Knowledge Agent
Create a searchable knowledge base from tax documents for reference during tax season.
DCF Valuation Model Builder
Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.
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.
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.
Finance & Accounting(35)
View all 35 →QuickBooks Automation
Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
Budget Scenario Modeler
Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
S&P Global Earnings Preview Generator
Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.
S&P Global Weekly Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.
S&P Global Company Tear Sheet Generator
Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
VAT Return Automation with Browser Control
Automate HMRC VAT MTD submissions using Claude Code and Playwright MCP to navigate forms, calculate figures, and file returns.
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.
Data & Reporting(77)
View all 77 →Performance Check
Pull live metrics for a performance snapshot.
Performance Report
Generate performance reports.
Prompt Test
A/B test content variations.
Quality Report
Generate quality trends report.
Roi Calculator
Calculate marketing ROI.
Automated Report Generator
Generate professional data reports with charts, tables, and visualizations
SaaS Metrics Dashboard
SaaS business metrics analysis - MRR, ARR, Churn, LTV, CAC, cohort analysis, and investor reporting
Cohort & Segment Analysis
Perform cohort analysis and customer segmentation to identify behavioral patterns, retention trends, and high-value groups.
Customer Feedback Synthesizer
Synthesize customer feedback from multiple channels into actionable themes, sentiment analysis, and product insights.
Dashboard Narrative Generator
Transform dashboard data and KPI snapshots into compelling written narratives that explain the story behind the numbers.
Data Cleanup & Formatting
Clean, standardize, and validate messy data files — fix formats, remove duplicates, and get analysis-ready datasets.
Data Quality Assessment
Assess data quality across completeness, accuracy, consistency, and timeliness with remediation priorities.
Legal & Compliance(36)
View all 36 →Contract Review & Risk Summarizer
Review contracts to identify risks, unusual clauses, missing protections, and generate plain-language summaries for stakeholders.
Intellectual Property Documentation
Document intellectual property portfolios with invention disclosures, patent tracking, trade secret registries, and IP strategy documentation.
Legal Research Summarization
Summarize legal research findings with case analysis, regulatory requirements, compliance implications, and recommended actions.
Regulatory Change Impact Assessment
Assess the business impact of regulatory changes with compliance gap analysis, implementation plans, and timeline.
Signature Request Router
Prepare and route documents for e-signature with proper approval workflows
Unbroker: Remove Your Data From Broker Sites
A consent-gated privacy workflow that maps where your personal data is exposed across people-search sites, files the opt-outs, verifies the removals, and re-checks on a schedule
Vietnam PDPL Compliance Advisor
Run gap analysis against Vietnam's Personal Data Protection Law (Law 91/2025 + Decree 356/2025), build rights workflows, handle cross-border transfer assessments, breach notification, and DPO reviews.
Vendor Agreement Checker
Check vendor agreement status, expiration dates, and compliance across connected systems
VAT Compliance Knowledge Agent
Build a searchable VAT knowledge base from HMRC documentation and tax legislation to answer complex VAT questions with citations.
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.
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.
Explore Other Roles
AI Tools for Researchers & Scientists
Accelerate literature review, data analysis, manuscript writing, and lab workflows.
AI Tools for Engineers & Developers
Automate changelogs, documentation, code review, CI/CD, and development workflows.
Claude for Executives & Directors
Strategic analysis, competitive intelligence, board presentations, and decision support.
AI Tools for Startup Founders
Launch faster with marketing, market research, legal, hiring, and sales playbooks.
Claude for Teachers, Students & Educators
Study smarter with research assistance, note organization, and learning workflows.
AI Tools for Operations Managers
Streamline SOPs, compliance audits, vendor evaluation, and process documentation.