525 AI agent skills for Finance & Accounting. Part of the ๐ผ Business category.
525 skills found
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Xero API integration with managed OAuth. Manage contacts, invoices, payments, accounts, and run financial reports. Use this skill when users want to interact with Xero accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).
Locate anything with progressive search expansion, multi-source validation, and iterative refinement until found.
Advanced financial calculator with future value tables, present value, discount calculations, markup pricing, and compound interest. Use when calculating investment growth, pricing strategies, loan values, discounts, or comparing financial scenarios across different rates and time periods. Includes both CLI and interactive web UI.
QuickBooks API integration with managed OAuth. Install only if you need QuickBooks accounting administration. Connect with a least-privileged QuickBooks acco...
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Generate professional PDF invoices from JSON data. Use when the user needs to create an invoice, billing document, or payment request with company/client details and line items.
Manage and optimize OpenClaw context window usage via partitioning, pre-compression checkpointing, and information lifecycle management. Use when the session context is near its limit (>80%), when the agent experiences "memory loss" after compaction, or when aiming to reduce token costs and latency for long-running tasks.
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
AI spreadsheet and Excel generation powered by CellCog. Financial models, budget templates, data trackers, projections, pivot tables, complex formulas โ XLSX...
Query and manage personal finances via the official Actual Budget Node.js API. Use for budget queries, transaction imports/exports, account management, categorization, rules, schedules, and bank sync with self-hosted Actual Budget instances.
Track expenses via natural language, get spending summaries, set budgets
Support accounting understanding from basic bookkeeping to professional practice and research.
Expense tracking and accounting for AI agents. Log purchases, set budgets, generate spending reports, and manage multi-currency finances โ all stored locally. Privacy.com card import, natural language queries, CSV/JSON export. Use when agents make purchases and need a financial audit trail.
Chat with your finances from Treeline Money. Query balances, spending, budgets, and transactions.
Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data.
Improve relationships with communication tools, conflict resolution, and connection ideas
The operational circuit breaker for this agent. Enforces budget limits locally. **Sign up at agentsentinel.dev for real-time dashboards and human approval workflows.**
Find and cancel unwanted subscriptions by analyzing bank transactions. Detects recurring charges, calculates annual waste, and provides cancel URLs. CSV-based analysis with optional Plaid integration for ClawdBot users.
Intelligent budget tracking and financial management library for AI agents - expense tracking, income management, budgets, savings goals, and LLM-powered insights
ynabManage YNAB budgets, accounts, categories, and transactions via CLI.
Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements. Not professional accounting advice โ consult a CPA for complex situations. Trigger on "bookkeeping", "accounting", "track expenses", "financial records", "QuickBooks", "invoicing", "receipts", "profit and loss".
plaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances.
Professional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, budgeting, and investment advice, (4) Interpreting Fava reports and creating custom queries, (5) Organizing chart of accounts, (6) Double-entry bookkeeping principles, (7) Personal finance optimization and wealth building strategies. Provides analysis, education, and personalized recommendations while maintaining professional standards.
stripeWith CreditClaw and backed by Stripe, you can shop anywhere.