Updated 7mo ago
by openaccountant
skills
44 open-source financial skills for AI agents — P&L, budgeting, tax prep, debt payoff, and more. Works with Claude Code, Wilson, Cursor, Codex, and Paperclip.
112 GitHub stars (112)
+26 in 30 days
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- 30 skills (30 skills found in its SKILL.md files)
- 19 forks (19 forks)
- 7mo ago last update (Last updated 7mo ago)
Install
Skills CLI
npx skills add openaccountant/skills
Asks which skills and agents to install. Just one: npx skills add openaccountant/skills --skill break-even-calc — add -g for every project.
Claude Code
git clone https://github.com/openaccountant/skillscp -r "skills/business/break-even-calc" ~/.claude/skills/
Copies the break-even-calc skill into ~/.claude/skills/ for every project (use .claude/skills/ for one project). Repeat for the other skills listed below.
Plugin
/plugin marketplace add openaccountant/skills
Run inside Claude Code if the repository ships a plugin marketplace, then pick plugins from /plugin.
Skills can run code on your machine — read the SKILL.md first.
What it does
In the author's own words, from each skill's SKILL.md — showing the first 30 of 44 files.
-
break-even-calc
Calculate break-even revenue by separating fixed and variable costs.
business/break-even-calc/ on GitHub (opens in a new tab)SKILL.md -
cash-flow-forecast
Project future cash flow using historical trends and recurring patterns.
business/cash-flow-forecast/ on GitHub (opens in a new tab)SKILL.md -
client-profitability
Analyze revenue and costs per client to find your most profitable accounts.
business/client-profitability/ on GitHub (opens in a new tab)SKILL.md -
contractor-tracking
Monitor 1099 contractor payments and flag $600 threshold.
business/contractor-tracking/ on GitHub (opens in a new tab)SKILL.md -
invoice-aging
Track unpaid invoices by age bucket and flag overdue payments.
business/invoice-aging/ on GitHub (opens in a new tab)SKILL.md -
month-end-close
Run a monthly bookkeeping close checklist with reconciliation.
business/month-end-close/ on GitHub (opens in a new tab)SKILL.md -
multi-entity
Manage finances across multiple businesses or legal entities.
business/multi-entity/ on GitHub (opens in a new tab)SKILL.md -
paypal-import
Import PayPal CSV exports with fee, refund, and currency handling.
business/paypal-import/ on GitHub (opens in a new tab)SKILL.md -
pricing-optimizer
Analyze pricing against costs and margins to optimize profitability.
business/pricing-optimizer/ on GitHub (opens in a new tab)SKILL.md -
profit-loss
Generate a profit and loss statement for any date range.
business/profit-loss/ on GitHub (opens in a new tab)SKILL.md -
rental-property
Track rental income, expenses, ROI, and cap rate per property.
business/rental-property/ on GitHub (opens in a new tab)SKILL.md -
revenue-concentration
Assess client concentration risk using revenue share and Herfindahl index.
business/revenue-concentration/ on GitHub (opens in a new tab)SKILL.md -
runway-calculator
Calculate months of cash runway at current burn rate.
business/runway-calculator/ on GitHub (opens in a new tab)SKILL.md -
seasonal-patterns
Detect seasonal revenue and expense patterns across 12+ months of data.
business/seasonal-patterns/ on GitHub (opens in a new tab)SKILL.md -
square-import
Import Square sales CSV exports with tips, refunds, and fee handling.
business/square-import/ on GitHub (opens in a new tab)SKILL.md -
stripe-import
Import Stripe payment CSV exports with charges, fees, and refund handling.
business/stripe-import/ on GitHub (opens in a new tab)SKILL.md -
venmo-reconciler
Reconcile Venmo business transactions and separate personal from business.
business/venmo-reconciler/ on GitHub (opens in a new tab)SKILL.md -
wise-import
Import Wise (TransferWise) CSV exports with multi-currency handling.
business/wise-import/ on GitHub (opens in a new tab)SKILL.md -
charitable-giving
Track charitable donations and estimate their tax deduction value.
personal/charitable-giving/ on GitHub (opens in a new tab)SKILL.md -
debt-payoff
Build avalanche or snowball debt payoff plans with payment schedules.
personal/debt-payoff/ on GitHub (opens in a new tab)SKILL.md -
emergency-fund
Calculate emergency fund target and track savings progress toward it.
personal/emergency-fund/ on GitHub (opens in a new tab)SKILL.md -
financial-goals
Set savings goals with timelines and track monthly progress toward them.
personal/financial-goals/ on GitHub (opens in a new tab)SKILL.md -
insurance-audit
Find insurance payments, total annual premiums, and compare to benchmarks.
personal/insurance-audit/ on GitHub (opens in a new tab)SKILL.md -
lifestyle-creep
Detect spending increases across categories over 6-12 months.
personal/lifestyle-creep/ on GitHub (opens in a new tab)SKILL.md -
net-worth
Calculate net worth from assets and liabilities with a formatted statement.
personal/net-worth/ on GitHub (opens in a new tab)SKILL.md -
spending-review
Generate a categorized spending breakdown with month-over-month trends.
personal/spending-review/ on GitHub (opens in a new tab)SKILL.md -
state-tax-estimator
Estimate state income tax liability based on income and state of residence.
personal/state-tax-estimator/ on GitHub (opens in a new tab)SKILL.md -
subscription-audit
Find recurring subscriptions, calculate total cost, and flag unused ones.
personal/subscription-audit/ on GitHub (opens in a new tab)SKILL.md -
tax-penalty-calc
Estimate IRS underpayment penalties for missed quarterly tax payments.
personal/tax-penalty-calc/ on GitHub (opens in a new tab)SKILL.md -
zero-based-budget
Allocate every dollar of income to a category using zero-based budgeting.
personal/zero-based-budget/ on GitHub (opens in a new tab)SKILL.md
No skill matches that filter.
Review before you install
A skill is a set of instructions and scripts your agent will follow, and it can run code on your machine. Read the SKILL.md and any scripts first — this listing is not a security review.