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Finance Analyst Skills Pack

Four Claude skills for month-end work: clean messy exports, reconcile bank vs books, explain budget variance and build a month-end pack.

Pro Format: 4 Claude skills#Finance & ops#Claude skill packs

$29one-time, launch price

ProReady

Get it on Gumroad · $29

Licence: Personal $29 · Commercial licence from $87. Freelancer or agency? Get Commercial: pick it on the Gumroad page.

or get everything with Ocean Pass ($19/mo)

Sold on Gumroad, which handles payment as the seller of record. 14-day refund. Refund policy.

See it work

How Finance Analyst Skills Pack moves through a job, step by step. The run below is an example output, written from what this agent does. It isn't a live run on your data.

Your exportClean sheetReconcileVariance notesMonth-end packYour exportClean sheetReconcileVariance notesMonth-end pack

Sample input

Ask Claude: "Reconcile this bank export against our books for October."

Example output Illustration

Matched 212 of 218 transactions
Unmatched: 4 bank-only (fees, 1 refund), 2 books-only (cheques not yet cleared)
Difference fully explained: 0.00 left over
Output: reconciliation.xlsx with each item listed

What you get

  • Skill folders you add to Claude
  • A Python script behind each skill, so numbers are calculated, not guessed
  • Sample data and the test suite, so you can check it yourself
  • Instant download from Gumroad after checkout

What it does

  • Ledger reconciler: matches two ledgers and lists what doesn't agree
  • Budget variance analyst: explains actual vs budget in plain words
  • Messy sheet cleaner: fixes dates, numbers and duplicate rows
  • Month-end pack: pulls it together into one report
  • Runs on your files, inside your own Claude account

Tools and costs you'll need

  • A Claude plan that supports skills

Third-party costs are paid to those providers, not to us.

Test report

29/29 test checks pass (claude-skill-packs).

Live demo

  • No live demo yet. We'll add one when it ships.

Demos use fictional businesses and data.

Start free

Try Free Claude Skills Sampler first

Two small Claude skills, free: clean a messy CSV, and check which AI crawlers can reach your site.

See the free agent

What's AI here, and what isn't

This is an AI agent: it uses an AI model to read, sort, score or draft. It runs in your own accounts. Anything it would send outside your business waits for your approval unless you choose otherwise, and it never needs your passwords. Our AI disclosure.

Guides

All guides

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Questions about Finance Analyst Skills Pack

What does Finance Analyst Skills Pack do?

Four Claude skills for month-end work: clean messy exports, reconcile bank vs books, explain budget variance and build a month-end pack. Ledger reconciler: matches two ledgers and lists what doesn't agree. Budget variance analyst: explains actual vs budget in plain words. Messy sheet cleaner: fixes dates, numbers and duplicate rows. Month-end pack: pulls it together into one report. Runs on your files, inside your own Claude account.

What do I need to run Finance Analyst Skills Pack?

You need: A Claude plan that supports skills. Third-party costs are paid to those providers, not to us.

Is Finance Analyst Skills Pack tested?

29/29 test checks pass (claude-skill-packs).

How do I get Finance Analyst Skills Pack?

It costs $29 on Gumroad: press "Get it" to buy it there. Refunds within 14 days.

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