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AI tools for financial operations v1.0.0

Use this resource to automate bookkeeping, budgeting and forecasting

New

  • 524 downloads
  • 121 likes
  • 177 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install finance-operations-ai-tools

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent supports day-to-day finance work, from bookkeeping and expense management to forecasting, following documented methods. You get structured recommendations, checks to run and warnings to review before any decision.

Mostly picked by

Updated November 2, 2026

Card for the “AI tools for financial operations” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: agent role and working rules
  • references/patterns.md: recommended methods and templates
  • references/sharp_edges.md: common mistakes and their causes

Good fit for

  • You want to automate expense tracking or bookkeeping
  • You are preparing a budget or a cash-flow forecast

Not for

    Tags

    • finance
    • bookkeeping
    • budgeting
    • forecasting

    About

    You say

    “Set up a monthly expense review and cash-flow forecast for a five-person team.”

    Card for the “AI tools for financial operations” skill

    Skill published by omer-metin under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to automate bookkeeping, budgeting and forecasting
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE10.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/patterns.md0.9 KB
    • references/sharp_edges.md4.7 KB
    • references/validations.md1.8 KB
    • SKILL.md1.2 KB

    Origin and licence

    Listed unmodified

    Author
    omer-metin
    Source
    github.com/omer-metin/skills-for-antigravity/tree/e8dcf4e8737921a10088bd5c9eb65e81f74c051f/skills/finance
    Licence
    Apache-2.0

    Notice

    « finance-ai-tools » (omer-metin, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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