AR-TI-FI · SKILLS · 37 BUILT-IN · 6 CATEGORIES
Skills.
Domain guides that teach Claude exactly how to operate your finance function. Bookkeeping, payroll, VAT, close, reconciliation, FP&A — each skill ships with capabilities, commands, and reference data you can read, fork, or extend.
Financial Core
General ledger, chart of accounts, reporting, and period management
Chart of Accounts ManagementCreate, organize, and manage your general ledger chart of accounts with hierarchical structures and multi-entity support.
4 caps · 3 cmdsOPEN →Financial Period ManagementCreate, close, lock, and manage fiscal periods to control when transactions can be posted and ensure clean month-end closes.
4 caps · 3 cmdsOPEN →Financial ReportingGenerate trial balances, income statements, balance sheets, cash flow statements, aging reports, and 30+ other financial reports on demand.
4 caps · 3 cmdsOPEN →Posting Profiles & GL ConfigurationConfigure automatic GL account mappings for every transaction type so double-entry accounting happens correctly every time.
4 caps · 3 cmdsOPEN →Revenue RecognitionManage ASC 606 and IFRS 15 compliant revenue recognition with straight-line, milestone, and usage-based schedules.
4 caps · 3 cmdsOPEN →Master Data
Vendors, customers, employees, and items management
Customer ManagementCreate, update, and manage customer records with addresses, pricing tiers, tax profiles, credit limits, and payment terms.
4 caps · 3 cmdsOPEN →Vendor ManagementManage vendor records with bank accounts, payment terms, 1099 tracking, and automated duplicate detection.
4 caps · 3 cmdsOPEN →Employee ManagementManage employee records including personal information, employment details, bank accounts, and organizational structure.
4 caps · 3 cmdsOPEN →Items & Product CatalogManage your product and service catalog with pricing, GL account mappings, inventory tracking, and tax configuration.
4 caps · 3 cmdsOPEN →Banking & Payments
Bank accounts, reconciliation, payment batches, and corporate cards
Bank Accounts ManagementSet up and manage company, vendor, and employee bank accounts with encrypted storage and GL integration.
4 caps · 3 cmdsOPEN →Bank StatementsImport, process, and manage bank statements from CSV, OFX, and direct bank connections with intelligent account discovery.
4 caps · 3 cmdsOPEN →Bank ReconciliationMatch bank statement lines to GL transactions and reconcile payments to invoices with automated multi-pass matching.
4 caps · 3 cmdsOPEN →Payment BatchesCreate, approve, and transmit vendor payment batches with support for ACH, wire, SEPA, and check payments.
4 caps · 3 cmdsOPEN →Corporate CardsManage card programs, issue cards to employees, track spending, and automate transaction categorization and GL posting.
4 caps · 3 cmdsOPEN →Transaction Processing
Invoices, expenses, receipts, and bulk transaction operations
Transaction ProcessingPost AP invoices, AR invoices, payments, journal entries, and 40+ other transaction types through a unified ledger.
4 caps · 3 cmdsOPEN →Bulk Transaction ProcessingImport and process multiple transactions at once from CSV files, PDFs, or verbal descriptions with batch validation and error isolation.
4 caps · 3 cmdsOPEN →Expense ManagementSubmit, approve, and reimburse employee expense reports with support for receipts, per diem, and mileage claims.
4 caps · 3 cmdsOPEN →Receipt CollectionAutomatically request, collect, and validate receipts for corporate card transactions and expense claims.
4 caps · 3 cmdsOPEN →Cost Accruals & COGSManage cost of goods sold, expense accruals, and prepaid expense amortization to ensure accurate period-over-period profitability.
4 caps · 3 cmdsOPEN →Operations
Billing, payroll, fixed assets, budgets, projects, and allocations
Billing & SubscriptionsManage customer pricing, recurring contracts, subscription billing, and prepaid wallets for automated invoice generation.
4 caps · 3 cmdsOPEN →Payroll ProcessingConfigure compensation, manage tax withholding, process payroll runs, and handle multi-country payroll with plugin-based tax calculations.
4 caps · 3 cmdsOPEN →Fixed AssetsTrack fixed assets through acquisition, depreciation, transfer, impairment, and disposal with automatic GL posting.
4 caps · 3 cmdsOPEN →Budget ManagementCreate multi-version budgets with approval workflows, variance analysis, dimension tagging, and template-based planning.
4 caps · 3 cmdsOPEN →Project ManagementTrack projects with team assignments, milestones, time entries, budgets, and profitability analysis across legal entities.
4 caps · 3 cmdsOPEN →Dimensions & Analytics AxesCreate custom analysis dimensions (department, project, location, cost center) with hierarchical structures for multi-dimensional financial reporting.
4 caps · 3 cmdsOPEN →Cost AllocationDistribute shared costs to departments, projects, or entities using rule-based allocation workflows with full GL posting.
4 caps · 3 cmdsOPEN →Specialized
Multi-currency, tax, imports, communications, and system configuration
Multi-CurrencyManage exchange rates, convert currencies, and handle multi-currency transactions with automatic gain/loss calculations.
4 caps · 3 cmdsOPEN →Tax ManagementConfigure tax codes, rates, jurisdictions, authorities, and registrations for multi-jurisdictional tax compliance.
4 caps · 3 cmdsOPEN →Bulk ImportImport customers, vendors, employees, accounts, items, and other master data in bulk from CSV files or external systems.
4 caps · 3 cmdsOPEN →Communications & EmailProcess inbound emails, send notifications, and manage entity-specific email addresses with automatic agent routing.
4 caps · 3 cmdsOPEN →Document AttachmentsAttach supporting documents (invoices, receipts, contracts) to transactions with OCR extraction and secure cloud storage.
4 caps · 3 cmdsOPEN →Number Series ManagementConfigure automatic sequential numbering for transactions, invoices, vendors, customers, and other records with customizable prefixes.
4 caps · 3 cmdsOPEN →Legal Entity ManagementCreate and configure legal entities (subsidiaries, branches) with independent charts of accounts, fiscal periods, and tax registrations.
4 caps · 3 cmdsOPEN →User & Role ManagementManage users, assign permission roles, create API keys, and control access to accounting operations with RBAC.
4 caps · 3 cmdsOPEN →Autonomous AgentsConfigure and monitor autonomous AI agents that process bills, categorize transactions, reconcile accounts, and manage master data.
4 caps · 3 cmdsOPEN →Payment TermsDefine payment terms with due date calculations and early payment discount incentives for consistent AP and AR management.
4 caps · 3 cmdsOPEN →Tools & API ReferenceQuick reference for all query, analytics, write, and workflow tools available in the AI-native ERP platform.
4 caps · 3 cmdsOPEN →