AI skills for Finance teams
Typical work: budget sheets, reports. The catalog has 6 skills that fit Finance teams. We suggest a small set of three first, and you can add the rest whenever you like.
- 6 skills from 3 different authors
- Decks, docs, spreadsheets: 5 skills
- Marketing and writing: 1 skills
Once it is installed, just type this
Prepare an Excel file that summarizes this sales list by region and keeps the formulas live.
This request is handled by a skill in the set we suggest for Finance teams.
The three skills we suggest for Finance teams
You see which ones will be installed first, and nothing is installed without your approval.
Excel spreadsheets
Cleans up Excel files, adds formulas and charts, builds sheets from scratch
Written by: Anthropic. License: Apache-2.0.
Needs extra setup. Needs Python on your computer. Recalculating formulas needs LibreOffice.
Slide decks
Builds PowerPoint decks and edits existing ones
Written by: Anthropic. License: Apache-2.0.
Needs extra setup. Needs Python and Node on your computer. Preview images need LibreOffice.
Word documents
Creates Word documents and edits existing ones
Written by: Anthropic. License: Apache-2.0.
Needs extra setup. Needs Python and Node on your computer. Some tasks also need LibreOffice and pandoc.
All 6 skills in the catalog for Finance teams
Excel spreadsheets
Opens and cleans up Excel and CSV files, adds formulas and charts, and builds sheets from scratch.
Decks, docs, spreadsheets. Written by: Anthropic
Slide decks
Builds PowerPoint decks, reads and edits existing ones, and adds new slides that follow a template.
Decks, docs, spreadsheets. Written by: Anthropic
Word documents
Creates Word documents, edits existing ones, and handles tracked changes and comments.
Decks, docs, spreadsheets. Written by: Anthropic
PDF tools
Pulls text and tables out of PDFs, merges or splits them, fills in forms, and makes scanned documents searchable.
Decks, docs, spreadsheets. Written by: Anthropic
Budget planner
Turns a business plan into a budget workbook with line items, a monthly breakdown and an assumptions sheet.
Decks, docs, spreadsheets. Written by: Genspark
Ad planning
Plans Google, Meta and LinkedIn ads and supports decisions on budget split and campaign problems.
Marketing and writing. Written by: Corey Haines
Other departments
Start with the Finance set
Signing up is free. You see what will be installed before setup starts.