finance-skills — Claude Code plugin: what it does, how to install
Adds financial analysis, SaaS metrics tracking, and month-end close workflows to your coding agent. Includes DCF valuation and automated Python tools.
/plugin marketplace add alirezarezvani/claude-skills
/plugin install finance-skills@claude-code-skillsWhat finance-skills does
This plugin delivers four targeted finance capabilities: financial analysis, SaaS coaching, investment advising, and month-end accounting close. It handles discounted cash flow (DCF) modeling, ratio checks, budgeting, and financial projections directly inside conversations.
For software companies, the plugin tracks ARR, MRR, churn, CAC, LTV, NRR, and Quick Ratio. The month-end workflow sets up close calendars, reconciliation checks, and balance variance gates.
Under the hood, the plugin runs 10 Python automation tools. Running these utilities requires a functioning Python environment on your host machine.
What it helps with
- calculate DCF valuations and run ratio analysis
- track SaaS metrics including ARR, MRR, churn, and LTV
- manage month-end close calendars and reconciliation checks
Example prompts for the agent
- Calculate our unit economics: churn, CAC, LTV, and Quick Ratio from this table.
- Build a DCF valuation model with projected cash flows for next year.
- Generate a month-end close schedule with reconciliation checks.
How to install finance-skills
Plugin marketplace
/plugin marketplace add alirezarezvani/claude-skills/plugin install finance-skills@claude-code-skillsStep by step, with commands for each platform: Claude Code plugins: marketplaces, installing, and building your own
Questions about finance-skills
How do I install finance-skills in Claude Code?
First, register the marketplace source with /plugin marketplace add alirezarezvani/claude-skills. Then install the plugin using /plugin install finance-skills@claude-code-skills.
What finance tasks does the plugin handle?
It covers financial forecasting, DCF valuation, SaaS revenue analytics, and month-end closing routines. It also assists with business investment reviews.
What prerequisites are needed to run finance-skills?
The package relies on 10 internal Python automation tools. You need Python available in your environment to execute these scripts.
Source text
finance · MIT
4 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting), SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, projections), business investment advisor, and month-end close (close calendar, reconciliation proof, flux gate). 10 Python automation tools.
© Alireza Rezvani · MIT · alirezarezvani/claude-skills
