Skills

Recurring tasks Claude runs the same way every month. Run them from the finance folder.

Setup

Skill What it does

skills/setup-finance-brain/ Set up, refresh, or publish the company's Finance Brain handbook (formerly the build-handbook, follow-up-interview, and build-handbook-site skills). Interviews you after reading your documents and connected finance systems, runs a follow-up with whoever owns the numbers to define metrics, burn, and runway, and can publish the handbook as an internal website. Use on first setup, or when someone says "set up my finance brain," "continue setup," "refresh the handbook," "add this to the handbook," "define our metrics," "do the follow-up," "finish the handbook questions," "publish the handbook," or "build the handbook site."

skills/new-skill/ Turn one recurring finance task someone knows cold into a reusable skill. Rebuilds last month's version in testing/, compares it to the real one until they match, then writes the skill from what worked. Use when someone says "automate my monthly [task]," "make this a skill," "turn this rec or JE into something repeatable," or "add a new skill."

Skill	What it does
`skills/setup-finance-brain/`	Set up, refresh, or publish the company's Finance Brain handbook (formerly the build-handbook, follow-up-interview, and build-handbook-site skills). Interviews you after reading your documents and connected finance systems, runs a follow-up with whoever owns the numbers to define metrics, burn, and runway, and can publish the handbook as an internal website. Use on first setup, or when someone says "set up my finance brain," "continue setup," "refresh the handbook," "add this to the handbook," "define our metrics," "do the follow-up," "finish the handbook questions," "publish the handbook," or "build the handbook site."
`skills/new-skill/`	Turn one recurring finance task someone knows cold into a reusable skill. Rebuilds last month's version in testing/, compares it to the real one until they match, then writes the skill from what worked. Use when someone says "automate my monthly [task]," "make this a skill," "turn this rec or JE into something repeatable," or "add a new skill."

Journal entries

Skill	What it does
`skills/prepaid-amortization/`	Prepare the monthly prepaid amortization journal entry from the prepaid schedule, add new prepaids from the month's bills, and tie the schedule to the GL. Use when someone asks to amortize prepaids, book prepaid expense, or prepare the prepaid JE for a month-end close.
`skills/usage-accrual/`	Prepare the month-end accrual for usage-billed vendors (cloud, APIs, data) whose invoice hasn't arrived yet, as a reversing journal entry. Use when someone asks to accrue usage, book the cloud or API accrual, or prepare unbilled vendor accruals for a month-end close.

Reconciliations

Skill	What it does
`skills/bank-reconciliation/`	Reconcile a bank or card account's GL balance to its statement, classify every reconciling item, roll forward last month's open items, and propose entries for anything unrecorded. Use when someone asks to reconcile a bank or card account, do the bank recs, or tie the GL to a statement for a month-end close.

Level up

Skill What it does

skills/level-up/ Coach a finance team up the ladder for AI in finance: work out where the team is today, pick the next one or two moves, walk through the first one step by step, and keep track of progress in CLAUDE.md. Covers rolling the Finance Brain out to a team and the full GitHub and Claude Code setup for reviewing changes. Use when someone says "help me level up," "what's our next rung," "what should our team do next with Claude," "how do I get my team using this," "roll this out to the team," "set up GitHub," "install Claude Code," or asks how to get better at using Claude for finance work.

Skill	What it does
`skills/level-up/`	Coach a finance team up the ladder for AI in finance: work out where the team is today, pick the next one or two moves, walk through the first one step by step, and keep track of progress in CLAUDE.md. Covers rolling the Finance Brain out to a team and the full GitHub and Claude Code setup for reviewing changes. Use when someone says "help me level up," "what's our next rung," "what should our team do next with Claude," "how do I get my team using this," "roll this out to the team," "set up GitHub," "install Claude Code," or asks how to get better at using Claude for finance work.