42 Finance Agents for Claude, Forecast to Board Pack
Not prompts. 42 finance agents for Claude that plan the budget, close the books, manage cash and tax, allocate capital, and build the board pack, so finance work stops living in scattered spreadsheets and starts running itself.
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What these finance agents are
A full finance function, agentized. These are 42 finance agents for Claude, not one-off prompts. Together they run the finance function end to end: plan the budget, close the books, manage cash and treasury, handle tax, allocate capital, control risk, and produce the reporting that reaches the board.
Each agent is a small, uploadable workflow that teaches Claude to perform one high-value finance task with a repeatable, named method. Run one on its own, run a group for a phase of the cycle, or chain the full set so the work flows from the first forecast to the board pack without living in a pile of spreadsheets. They pair naturally with our ultimate guide to Claude for finance and our institutional-grade Claude skills for finance.
Mechanically, each agent is one folder with a SKILL.md file, grouped by function inside the zip. Install just the ones you need, or load the full set into a Claude Project.
Download all 42 agents
One zip, one folder per agent. Free, no signup.
The 42 Finance Agents You Get
The set is grouped into eight functions. They run in the order a real finance cycle does, plan the numbers first, report to the board last, but every agent is also useful on its own.
One finance function, eight agent groups
Group 1 · 3 agents
Planning and Analysis Agents
Build the budget, project performance, and explain every gap between plan and actual before anyone has to ask.
Budget Planning
Use when: The annual budget needs to be built or rebuilt
Output: A driver-based budget with assumptions and phasing
Financial Forecasting
Use when: You need a forward view that updates with actuals
Output: A rolling forecast with drivers and a bridge to plan
Variance Analysis
Use when: Actuals diverge from plan and leadership wants the why
Output: A variance bridge splitting price, volume, and mix effects
Group 2 · 6 agents
Accounting and Reporting Agents
Keep the ledger clean, run payables and receivables, and produce statements and management reporting on a reliable close calendar.
General Ledger
Use when: The ledger needs review, mapping, or clean-up
Output: A ledger review with account mapping and correcting entries
Accounts Payable
Use when: Supplier invoices and payment runs need control
Output: An AP position with aging, exceptions, and payment run plan
Accounts Receivable
Use when: Collections are slipping and DSO is drifting
Output: An AR aging with collection priorities and DSO drivers
Financial Statements
Use when: You must produce or review the primary statements
Output: A statement set with tie-outs and disclosure checks
Management Reporting
Use when: Leadership needs a clear monthly performance read
Output: A management pack with commentary and actions
Month-End Close
Use when: The close is slow, manual, or misses deadlines
Output: A close calendar with owners, tasks, and blockers
Group 3 · 6 agents
Treasury and Cash Management Agents
Track every cash position, forecast liquidity, reconcile accounts, and manage payments, currency exposure, and working capital.
Cash Positioning
Use when: You need today's cash position across every account
Output: A daily cash position by account and currency
Liquidity Forecasting
Use when: You must know whether cash covers the coming weeks
Output: A rolling cash flow forecast with headroom and risks
Bank Reconciliation
Use when: Bank and ledger balances do not agree
Output: A reconciliation with matched items and open exceptions
Payment Operations
Use when: Payment runs need control and fraud prevention
Output: A payment run plan with approvals and control checks
FX Exposure
Use when: Currency moves are hitting results unpredictably
Output: An exposure map with hedging options and residual risk
Working Capital
Use when: Cash is trapped in receivables, payables, or stock
Output: A working capital diagnosis with cash release levers
Group 4 · 5 agents
Tax Management Agents
Calculate provisions, prepare filings, handle indirect tax and transfer pricing, and keep compliance current across jurisdictions.
Tax Provision
Use when: The period tax charge must be computed and supported
Output: A tax provision with current, deferred, and rate reconciliation
Corporate Tax
Use when: You must prepare or review the corporate return
Output: A tax computation from accounting profit to taxable profit
Sales Tax
Use when: Indirect tax treatment or filings need review
Output: An indirect tax position by jurisdiction with filing actions
Transfer Pricing
Use when: Intercompany pricing needs a defensible basis
Output: A transfer pricing position with method and documentation
Tax Compliance
Use when: Filing obligations span entities and deadlines
Output: A compliance calendar with obligations, owners, and status
Group 5 · 6 agents
Corporate Finance Agents
Evaluate investments, structure funding, calculate the cost of capital, and model scenarios from first proposal to final allocation.
Capital Budgeting
Use when: Competing projects are chasing one capital pool
Output: A ranked project set with NPV, IRR, and payback
Funding Strategy
Use when: The business needs a plan for how it is financed
Output: A funding plan across sources, sizing, and sequencing
Cost of Capital
Use when: You need a defensible discount rate
Output: A WACC build with cost of equity and debt components
Investment Analysis
Use when: A specific investment needs a decision case
Output: An investment case with returns, risks, and sensitivities
Dividend Planning
Use when: You must balance distributions against reinvestment
Output: A distribution plan with cover, capacity, and policy options
Scenario Planning
Use when: The plan depends on a few uncertain drivers
Output: Base, upside, and downside cases with decision triggers
Group 6 · 5 agents
Risk and Controls Agents
Monitor credit, market, and operational exposure, test internal controls, and prepare everything the auditors will ask for.
Credit Risk
Use when: Customer or counterparty default could hurt
Output: A credit exposure view with limits and provisioning
Market Risk
Use when: Rates, currency, or prices threaten results
Output: A market risk view with sensitivities and hedge options
Operational Risk
Use when: Process or system failures could cause loss
Output: An operational risk register with controls and owners
Internal Controls
Use when: Controls must be designed, tested, or evidenced
Output: A control matrix with design and operating effectiveness
Audit Support
Use when: An audit is coming and evidence must be ready
Output: An audit readiness pack with schedules and support
Group 7 · 4 agents
Finance Operations Agents
Orchestrate the day-to-day machine across expenses, payroll, procurement, and the processes that connect them.
Expense Management
Use when: Employee spend needs policy control and visibility
Output: An expense analysis with policy exceptions and savings
Payroll Review
Use when: Payroll must be checked before it is paid
Output: A payroll review with variances and exception flags
Procurement Analysis
Use when: Third party spend is fragmented or uncontrolled
Output: A spend cube with category savings opportunities
Process Improvement
Use when: A finance process is slow, manual, or error-prone
Output: A redesigned process with waste removed and controls kept
Group 8 · 7 agents
Governance and Monitoring Agents
Monitor performance, enforce policy, generate board reporting, and capture institutional knowledge so every cycle improves the next one.
Compliance
Use when: Regulatory and reporting obligations must be met
Output: A compliance status view with obligations and gaps
Policy Management
Use when: Finance policies are outdated or unevenly applied
Output: A policy set with owners, review dates, and gaps
KPI Monitoring
Use when: Metrics are noisy, lagging, or disconnected from decisions
Output: A KPI tree of leading and lagging measures with thresholds
Sensitivity Analysis
Use when: You need to see what moves the numbers most
Output: Sensitivity ranges across the key value drivers
Board Reporting
Use when: The board needs a crisp, decision-ready finance pack
Output: A board pack structured for a decision, not a data dump
Performance Monitoring
Use when: Performance must be tracked between formal cycles
Output: A performance dashboard with trends and exceptions
Knowledge Base
Use when: You want each cycle to make the next one faster
Output: A structured capture of treatments, precedents, and lessons
Groups 1 to 2 plan the numbers and close the books. Groups 3 to 4 manage cash and tax. Group 5 allocates capital. Groups 6 to 8 control risk, run operations, and report to the board.
Setup Guide
Download the agents pack
The zip contains all 42 agents, one folder per agent. Each agent is a single SKILL.md file. Unzip it anywhere. Keep the whole set, or pull out just the folders you need.
Create a Claude Project
Go to claude.ai, open the left sidebar, click Projects, then Create Project. Name it something like "Finance Operating Desk" so you can reuse it every cycle.
Add the agents as Project Knowledge
Inside your project, open Project Knowledge, click Add Content, and upload the .md files. Add as many as you want, one agent, an entire group, or all 42. Claude references them automatically in every conversation inside that project.
Run the agents
Open a new conversation inside the project, paste in your data, and name the agent you want Claude to run. Claude reads it from project knowledge and runs the analysis with the method already loaded. Chain several to move from raw actuals to a board-ready pack in one sitting.
Tip
Refer to the agent by name in your prompt. Phrases like "Run the budget-planning agent" or "Use the month-end-close agent" point Claude at the right method instead of leaving it to guess.
Example prompts
- "Run the variance-analysis agent on this month's actuals and bridge the gap to plan."
- "Use the liquidity-forecasting agent to build a rolling 13-week cash view."
- "Run the working-capital agent, then the accounts-receivable agent, to find trapped cash."
- "Use the board-reporting agent to turn this month's pack into a decision-ready board report."
Where to start
Forty-two agents is a finance team, not a to-do list. Pick the row that matches what you need this week and run that agent first.
The quality bar
Every agent is designed to push Claude toward outputs that meet the same quality bar, the standard a finance chief would hold each deliverable to before it goes to the board or the external auditor.