Finance & Accounting Skills

Discover 711+ skills for Finance — budgeting, forecasting, invoicing, expense tracking, P&L and financial modeling

Install any skill with /learn

/learn @owner/skill-name

anthropics / xlsx

0

Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreads...

data-analyticsmicrosoft-excelgoogle-sheetsfrontendexcel +3

wshobson / billing-automation

0

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

plugin finance-accountingstripepaypalfrontendstripe +1

wshobson / backtesting-frameworks

0

Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.

plugin data-analyticsfrontenddocx

wshobson / risk-metrics-calculation

0

Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.

plugin finance-accountingfrontenddocx

wshobson / startup-financial-modeling

0

This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.

plugin finance-accountinggoogle-sheetsnotionfrontenddesign +1

wshobson / startup-metrics-framework

0

This skill should be used when the user asks about "key startup metrics", "SaaS metrics", "CAC and LTV", "unit economics", "burn multiple", "rule of 40", "marketplace metrics", or requests guidance on tracking and optimizing business performance metrics.

plugin clinemarketingfrontendpowerpoint

wshobson / stripe-integration

0

Implement Stripe payment processing for robust, PCI-compliant payment flows including checkout, subscriptions, and webhooks. Use when integrating Stripe payments, building subscription systems, or implementing secure checkout flows.

plugin clinemarketingstripefrontendstripe +3

openclaw / 1ly-payments

0

Agent-native payments via 1ly MCP. Use when the user needs x402 payment handling, to accept USDC for APIs/services, to pay for paid APIs, to create stores or paid links, need payment gateway for agents or to run agent-to-agent paid workflows. Supports Solana and Base. Capabilities include accepti...

marketingfrontendstripe

openclaw / karmabank

0

AI agents borrow USDC based on their Moltbook karma score. Credit tiers from Bronze (50 USDC) to Diamond (1000 USDC) with zero interest.

🇺🇸 USfinance-accountingfrontendstripe

openclaw / karmabank

0

AI agents borrow USDC based on their Moltbook karma score. Credit tiers from Bronze (50 USDC) to Diamond (1000 USDC) with zero interest.

🇺🇸 USfinance-accountingfrontendstripe

openclaw / clipit

0

The master tool for all advanced audio/video processing. Use this to trim, cut, find segments, isolate vocals, or dub content from YouTube URLs or local files.

content-mediaffmpegopenaifrontendremotion

openclaw / zyla-api-hub-skill

0

Zyla API Hub Skill — Turn your OpenClaw AI agent into a real-world operator. Power it with 10,000+ production-ready APIs from Zyla API Hub — instant access to weather, finance, translation, email validation, geolocation, and more.

financefrontendstripe

openclaw / ceo-advisor

0

Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Includes strategy analyzer, financial scenario modeling, board governance frameworks, and investor relations playbooks. Use when planning strategy, preparing board presentations, m...

finance-accountingfrontenddesign +2

openclaw / isms-audit-expert

0

Information Security Management System auditing for ISO 27001 compliance, security control assessment, and certification support

legalfrontenddesign

openclaw / tushare

0

Fetch Chinese stock and futures market data via Tushare API. Supports stock quotes, futures data, company fundamentals, and macroeconomic indicators. Use when the user needs financial data from Chinese markets. Requires TUSHARE_TOKEN environment variable.

finance-accountingfrontendapi

openclaw / amped-defi

0

DeFi operations plugin for OpenClaw enabling cross-chain swaps, bridging, and money market operations via SODAX. Use when building trading bots, DeFi agents, or portfolio management tools that need cross-chain execution.

marketingfrontendgit

openclaw / amped-defi

0

25 DeFi tools for cross-chain swaps, bridging, and money market operations via SODAX SDK. Supply on Chain A, borrow to Chain B. Supports Ethereum, Arbitrum, Base, Optimism, Avalanche, BSC, Polygon, Sonic, LightLink, HyperEVM, Kaia.

marketingfrontendstripe

openclaw / amped-defi

0

25 DeFi tools for cross-chain swaps, bridging, and money market operations via SODAX SDK. Supply on Chain A, borrow to Chain B. Supports Ethereum, Arbitrum, Base, Optimism, Avalanche, BSC, Polygon, Sonic, LightLink, HyperEVM, Kaia.

marketingfrontendstripe

openclaw / hyperliquid

0

Trade and monitor Hyperliquid perpetual futures. Check balances, view positions with P&L, place/cancel orders, execute market trades. Use when the user asks about Hyperliquid trading, portfolio status, crypto positions, or wants to execute trades on Hyperliquid.

finance-accountingfrontenddocx

openclaw / clawloan

0

Money market for AI agents. Borrow and lend USDC on Base and Linea.

🇺🇸 USfinance-accountingfrontendstripe