Business Finance AI Skills

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close…

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books…

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries,…

Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue…

Applies the reasoning, mental models, and capital allocation frameworks of Warren Buffett, CEO of Berkshire Hathaway and value investor. Use this skill whenever the user is evaluating investments,…

Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building…

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or…

Analyze compensation — benchmarking, band placement, and equity modeling. Trigger with "what should we pay a [role]", "is this offer competitive", "model this equity grant", or when uploading comp…

Scope a program into phases with explicit in-scope and out-of-scope boundaries.

Craft a concise executive update tied to business outcomes.

Plan synthetic routes and judge whether a proposed molecule can actually be made, using AiZynthFinder's Monte-Carlo tree search over template-derived reactions and a purchasable building-block stock.…

Run a focused N-question study session on a subject — MBE, essay, or flashcards. Tracks performance and updates the study plan. Use when the user says "run me 10 questions on [subject]", "do a session…

Check installed community skills for updates. Shows a diff and requires explicit approval before applying. Use when the user says "check for updates", "update my skills", "anything new for my…

Structured intake — practice-area templates, cross-area issue spotting, conflict flags, and triage classification. Produces a formatted case summary the student analyzes and the professor reviews.…

Track case deadlines — add, cross-case rollup report, update, complete, close. Warns at configurable thresholds (default 14/7/3/1 days); overdue items stay flagged until resolved. The operational…

Run an AI impact assessment — structured intake, risk analysis, regulatory classification per regime in scope, policy consistency diff, and recommendation with conditions. Uses the house-style…

Diff a new AI regulation or guidance against your current governance posture — surfaces gaps, priorities, and a remediation plan with owners and deadlines. Use when an AI regulation moves (or you…

Review vendor AI terms — agreement, addendum, or ToS AI provisions — against your governance positions; flag training-on-data, liability, model changes, and AI policy consistency. Use when user says…

Trace how a contract has changed across its base agreement and all amendments — either a summary of all changes over time, or a provision trace for a specific clause. Use when the user says "what…

Run the cold-start interview to learn your commercial contracts practice and write your team practice profile. Use on first use of the plugin, when…

Guided customization of your commercial contracts practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, playbook positions,…

Route a contract issue to the right approver per the escalation matrix in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`, and draft the ask. Use when the user says "who needs…

Show contracts with cancel-by deadlines coming up and warn before notice windows close, working from a maintained renewal register. Use when the user asks "what's renewing soon", "what renewals are…

Review a vendor agreement, NDA, or SaaS subscription against your playbook. Identifies the agreement structure from titles, routes to the right review skill (vendor-agreement-review, nda-review,…

Reference: review of SaaS subscription agreements with attention to the terms that matter most in subscription deals — auto-renewal mechanics, price escalation, data portability, uptime SLAs, and…

Translates a contract review into a summary the business stakeholder will actually read. Not a legal memo — a two-minute answer to "can I sign this and what do I need to know." Use when user says…

Reference: review of an inbound vendor agreement against the team playbook in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`. Flags deviations, assesses risk, generates…

Detects when Luminance, Kira, or a similar bulk-review tool is in use, hands off the high-volume clause extraction to it, and QAs its output per the trust level in…

Use when a native app, service, or user-mode driver host allocation fails; distinguish VA exhaustion, fragmentation, and commit pressure. Not for managed .NET heap growth, proving a leak from one…

What's blocking close — maintain the closing checklist with status, critical path, and days to close. Self-updating: ingests new items from diligence findings and schedule builds, tracks status,…

Guided customization of your corporate practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, active modules (M&A / Board /…

Read VDR documents and extract issues per house categories and materiality thresholds, producing findings in house memo format. Use when user says "review the data room", "extract issues from…

Post-closing M&A integration tracker — phased workplan, consent tracking, contract assignment at scale, weekly status reports. Initializes from whatever deal artifacts are available (purchase…

Build the material contracts disclosure schedule from diligence findings, applying the purchase agreement's Material Contract definition and formatting per the agreement's schedule format. Use when…

Analyze actual Azure spend, bill changes, and AKS or AI costs. WHEN: "Azure cost breakdown", "most expensive resources", "why did my bill increase", "cost spike", "unexpected charge", "Cosmos DB…

Forecast Azure spend and price planned resources or workloads. WHEN: "forecast Azure spending", "project next month cost", "compare forecast to my planning target", "how much will Azure cost",…

Tabular review — one row per document, one column per data point, every cell cited to source. Built for M&A diligence ("review these 200 target contracts for change-of-control, assignment, and MAC…

Govern Azure costs with budgets, alerts, tags, and policy restrictions. WHEN: "Azure budget health", "configured budget overrun", "list Azure budgets", "create Azure budget", "budget alerts", "budget…

Draft a unanimous written consent of the board or a committee in house format, with precedent search from the consents repository. Handles multi-resolution consents, director conflict flags, state-law…

Optimize existing Azure resources and analyze Reservations or Savings Plans. WHEN: "optimize Azure costs", "reduce cloud spending", "rightsize resources", "find idle resources", "orphaned disk",…

Update the status of an in-progress international expansion project — recalculates what is now unblocked, flags anything overdue, and surfaces the next priorities. Use when work has happened since the…

Diff a proposed handbook change against the current version, flag ripple effects and state supplement impacts. Use when user says "update the handbook", "add this to the handbook", "handbook change",…

Reference: shared framework for managing internal investigations from intake through final memo — privileged investigation log, document processing with needle-finding, source coverage tracking, Q&A…

Reference: implementation-planning framework for international hiring — EOR vs. entity decision framing, cross-functional triggers for tax/finance/HR, structured outside-counsel briefing requests, and…

Preview. Enrich an existing Business Central AL development plan with applicable BCQuality guidance before implementation, without changing the plan or repository. Use when the caller supplies a plan…

Draft an audience-specific summary from the privileged investigation memo — HR, leadership, or outside counsel versions. Use when an investigation memo needs to be communicated to an audience that…

Draft an employment policy with state supplements where law differs across the jurisdictional footprint. Use when the user says "draft a [topic] policy", "we need a policy on", "update our [topic]…

Termination review — high-risk flag detection, severance + release, and final pay timing by jurisdiction. Jurisdiction-specific rules and release consideration periods are researched per review, not…

Classify a proposed worker engagement — employee, IC, temp, or vendor — by running the applicable jurisdiction tests and flagging misclassification gaps between the intended arrangement and what the…

Use this skill whenever a user specifically requests legal research or Westlaw Deep Research, asks for CoCounsel Legal or cocounsel legal support, or asks a question that requires explaining,…

Validates the evidence register against clause requirements and flags gaps with severity - the explicit Govern step and the core work of this plugin, via the deterministic gap_check engine. Use when…