Claude Skills for Finance
Claude skills for finance pros, analysts and operators doing FP&A, modelling and reporting.
Download the free pack
Get 3 Claude skills in a zip file. Upload each folder as its own skill in Claude.
Download pack (.zip)Free. No email required. Install instructions
Finance with AI is dangerous when outputs aren't auditable. This pack keeps Claude producing structured, assumption-explicit work a finance team can actually use.
What you can do with this pack
- Draft financial analyses with clear assumptions
- Produce board or investor reporting
- Reconcile and interpret financial data
- Review a model for sanity
- Translate finance concepts for operators
Skills in this pack
Financial Analysis Writer
Write structured financial analyses — variance, profitability, scenario, unit economics — with explicit assumptions. Trigger on 'financial analysis', 'variance analysis', 'profitability', 'unit economics', 'finance review', or when the user wants an analytical write-up of financial data.
Board & Investor Reporting Drafter
Draft board decks, investor updates and quarterly reports. Trigger on 'board deck', 'investor update', 'quarterly report', 'board pack', or when the user is preparing materials for investors or a board.
Financial Model Sanity Checker
Sanity-check a financial model for logic errors, unrealistic assumptions, and hidden risks. Trigger on 'sanity check this model', 'review my model', 'does this make sense', 'model review', or when the user has a financial model and wants it stress-tested.
How to install the skills
- In Claude, turn on code execution under Settings → Capabilities.
- Download and unzip the pack above — you'll see one folder per skill.
- Go to Customize → Skills, click + Create skill, then Upload a skill.
- Zip each individual skill folder and upload it.
- Toggle the skill on. Claude will use it automatically when your request matches.
Full instructions: /download/claude-skills
FAQ
What is a Claude skill?
A Claude skill is a folder containing a SKILL.md file. It tells Claude when to trigger the skill and how to execute the task. Skills live inside your Claude account once uploaded.
Do these work on Free, Pro and Max plans?
Yes, as long as code execution is enabled. On Team and Enterprise plans, an admin needs to enable skills at the organisation level first.
Can I edit the skills?
Yes — the skills are plain markdown files. Open SKILL.md in any editor and change the description, steps, templates, or output format to match how you work.
Do I need all the skills in the pack?
No. Upload only the ones you'll use. Too many active skills makes Claude less precise about which one to pick.