Finance Operations

Browse Finance Operations agent skills in Operations and compare related workflows, tools, and use cases.

10 skills
A
investor-materials

by affaan-m

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and other investor-facing materials with consistent facts and numbers. Use the investor-materials skill when you need a defensible source of truth across fundraising docs, including investor-materials for Proposal Writing-style work.

Proposal Writing
Favorites 0GitHub 156.2k
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inventory-demand-planning

by affaan-m

inventory-demand-planning is a retail decision-support skill for forecasting demand, setting safety stock, planning replenishment, and estimating promotional lift across stores and DCs. Use it to guide inventory-demand-planning usage with structured inputs, practical constraints, and clearer planning tradeoffs.

Decision Support
Favorites 0GitHub 156.2k
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finance-billing-ops

by affaan-m

finance-billing-ops is an evidence-first skill for Finance Operations. Use it for revenue, pricing, refunds, team-seat logic, duplicate-charge questions, and billing-model checks when you need code-backed billing truth instead of generic payments advice. It is built for operator decisions, billing audits, and pricing comparisons.

Finance Operations
Favorites 0GitHub 156.1k
A
customer-billing-ops

by affaan-m

customer-billing-ops helps with real customer billing work: subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe. Use it for Customer Success, support, billing ops, or founders who need the safest next action, not generic billing theory.

Customer Success
Favorites 0GitHub 156.1k
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billing-automation

by wshobson

billing-automation helps design recurring billing workflows for subscriptions, invoicing, renewals, proration, dunning, and tax-aware charging in Workflow Automation projects.

Workflow Automation
Favorites 0GitHub 32.6k
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cost-optimization

by wshobson

The cost-optimization skill helps agents review AWS, Azure, GCP, and OCI spend with a practical framework for visibility, rightsizing, pricing models, architecture changes, and tagging standards.

Performance Optimization
Favorites 0GitHub 32.6k
D
saas-economics-efficiency-metrics

by deanpeters

The saas-economics-efficiency-metrics skill helps evaluate SaaS unit economics, capital efficiency, CAC, LTV, payback, burn, and runway. Use it to decide whether to scale, optimize, or fix the business for Finance reviews, board prep, and growth decisions.

Finance
Favorites 0GitHub 4.1k
Z
aws-cost-operations

by zxkane

aws-cost-operations is an AWS cost and operations skill for estimating costs, reviewing bills, monitoring CloudWatch, checking CloudTrail, and guiding operational decisions. It is well suited for Finance, FinOps, platform teams, and operators who need verified AWS facts and decision-ready output.

Finance
Favorites 0GitHub 0
E
charlie

by EveryInc

charlie is an AI CFO skill for bootstrapped and profitable startups that need sharper financial decisions. It helps with runway, unit economics, hiring ROI, capital allocation, burn rate, working capital, and forecasting. Use charlie for Finance questions when you need a disciplined, decision-ready framework instead of generic startup advice.

Finance
Favorites 0GitHub 0
D
finance-metrics-quickref

by deanpeters

finance-metrics-quickref is a fast lookup skill for SaaS finance metrics, formulas, and benchmarks. Use it for quick metric definitions, formula checks, and benchmark reminders during product, finance, GTM, or board review work.

Finance
Favorites 0GitHub 0
Finance Operations agent skills