The four agents, on Claude
Cash Flow Forecast Agent for Claude
It rolls your approved receivable, payable and planned cash rows into a transparent 13-week forecast: week, opening cash, inflows, outflows, closing cash and the assumption behind each line.
Setup guide →Budget Variance Agent for Claude
It maintains your approved budget sheet and explains budget-to-actual variance with the source row linked: account, budget, actual, variance, source, explanation.
Setup guide →Management Reporting Agent for Claude
It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.
Setup guide →Spend Request Agent for Claude
It normalizes incoming spend requests and runs your policy and evidence checks: request, amount, policy check, evidence, approver and status.
Setup guide →How setup works on Claude
Create a Project for the job and add skill.md as Project knowledge with the setup prompt as instructions. Run the setup conversation, check the sample-data output, then start each run in that Project so the rules stay loaded. Artifacts Claude produces can be saved out to your Drive.
Honest limits
Without a Project, Claude chat context resets between sessions and you re-paste the rules. Keep the skill file in Project knowledge so the workflow stays put.
Questions people ask
Which AI agents for finance teams run on Claude?
All four: Cash Flow Forecast Agent, Budget Variance Agent, Management Reporting Agent, Spend Request Agent. Each is $19 one-time - three plain-text files that live in a Claude Project.
Why run finance teams agents on Claude?
Create a Project for the job and add skill.md as Project knowledge with the setup prompt as instructions. Run the setup conversation, check the sample-data output, then start each run in that Project so the rules stay loaded. Artifacts Claude produces can be saved out to your Drive.
Is this affiliated with Claude?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by Claude or its makers.
AI Agent Skills is an independent store, not affiliated with Claude or its makers.