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.
4 Claude skills
$29
Get itAgents / Finance & ops / Claude skill packs
Turns invoices, bills and receipts (PDF, scans, phone photos) into one checked row each, with line items, duplicate checks and a review list.
Flagship Format: Claude skill + n8n workflow#Finance & ops#Claude skill packs#n8n & Make templates

$29one-time, launch price
FlagshipReadyLicence: 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.
How Invoice & Receipt Extractor 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.
Sample input
Upload: supplier_inv_1042.pdf (PDF, 2 pages)
Example output Illustration
Supplier: Acme Paper Co · Invoice 1042 · 2026-10-09 Net 1,200.00 + VAT 240.00 = 1,440.00 USD · totals check: PASS Duplicate check: not seen before Status: ok (row added to Invoices and Line items)
Third-party costs are paid to those providers, not to us.
Re-run by the Oarsman QA gate on 2026-11-01: skill scripts 34/34, robustness 2/2, n8n workflow 30/30 on a fresh n8n 2.45.6 with OpenAI, Google Sheets and email mocked. Real public PDFs (sample invoice, rotated, password-protected, scanned, 22-page non-invoice): no wrong document reached ok. Not tested: reading accuracy of a real AI model on real invoices, photos or handwriting. Not accounting or tax advice.
Demos use fictional businesses and data.
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Five tested n8n workflows, free: lead scoring, Gmail triage, Shopify order alerts, job posts and website contact enrichment.
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.
Four Claude skills for month-end work: clean messy exports, reconcile bank vs books, explain budget variance and build a month-end pack.
4 Claude skills
$29
Get itAll three skill packs in one download: Finance Analyst, SEO + AI Visibility and E-commerce Weekly Report. $79 instead of $87.
Bundle of 3 Claude skill packs (13 skills)
$79
Get itTwo small Claude skills, free: clean a messy CSV, and check which AI crawlers can reach your site.
2 Claude skills
Free
Get itTurns invoices, bills and receipts (PDF, scans, phone photos) into one checked row each, with line items, duplicate checks and a review list. Reads PDFs, scanned PDFs, PNG and JPG invoices and receipts. Checks totals, tax lines, dates, currency and duplicates. Writes invoices and line items to Excel/CSV (skill) or Google Sheets (n8n). Puts anything odd on a review list with the reason.
You need: Claude (Code, claude.ai or API) for the skill; n8n plus your own OpenAI API key for the workflow (pay per document); Google Sheets; SMTP optional. Third-party costs are paid to those providers, not to us.
Re-run by the Oarsman QA gate on 2026-11-01: skill scripts 34/34, robustness 2/2, n8n workflow 30/30 on a fresh n8n 2.45.6 with OpenAI, Google Sheets and email mocked. Real public PDFs (sample invoice, rotated, password-protected, scanned, 22-page non-invoice): no wrong document reached ok. Not tested: reading accuracy of a real AI model on real invoices, photos or handwriting. Not accounting or tax advice.
It costs $29 on Gumroad: press "Get it" to buy it there. Refunds within 14 days.
An AI model: Claude when you use the skill, OpenAI (your own API key) in the n8n workflow. Scripts then check the arithmetic, dates and duplicates. Models can misread, so check the review list and spot-check new suppliers.
Yes, the model reads them visually. Blurry photos and handwriting are where misreads happen; the totals check catches most number misreads.
No. It fills a spreadsheet or Google Sheet. It is data entry help, not accounting or tax advice.
Your n8n plan plus one OpenAI call per document on your own key. We don't quote OpenAI prices; check theirs.
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