Finance Operations

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

6 skills
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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
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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