{
  "$schema": "https://top-agent-skills.com/schemas/catalog.v1.json",
  "type": "vertical-category",
  "slug": "finance",
  "title": "Finance",
  "shortTitle": "Finance",
  "description": "Spreadsheet modeling, financial data extraction, reporting, accounting workflows.",
  "canonical": "https://top-agent-skills.com/top-skills-for-finance",
  "alternates": {
    "html": "https://top-agent-skills.com/top-skills-for-finance",
    "markdown": "https://top-agent-skills.com/top-skills-for-finance.md",
    "json": "https://top-agent-skills.com/top-skills-for-finance.json"
  },
  "rubricVersion": "1.0",
  "methodology": "https://top-agent-skills.com/about/methodology",
  "contentLastUpdated": "2026-09-02",
  "count": 13,
  "topPick": {
    "slug": "docling",
    "name": "docling",
    "score": 66,
    "tagline": "One skill covering every document format the category exists for — including scanned PDFs and RAG chunking — from the maintainers of the parser itself.",
    "url": "https://top-agent-skills.com/skill/docling"
  },
  "ranking": [
    {
      "rank": 1,
      "slug": "docling",
      "name": "docling",
      "score": 66,
      "tagline": "One skill covering every document format the category exists for — including scanned PDFs and RAG chunking — from the maintainers of the parser itself.",
      "bestFor": "Reading or converting documents the agent cannot open directly, at 65K stars and MIT: scanned PDFs, Office formats, tables, and chunking a corpus for retrieval.",
      "notIdealFor": "Producing polished Office files. Docling is a reader and converter — for generating a styled DOCX, XLSX or PPTX, the Anthropic document skills are the better fit.",
      "provenance": "verified-org",
      "publisher": "Docling project (LF AI & Data)",
      "license": "MIT",
      "compatibility": [
        "claude-code",
        "cursor",
        "codex"
      ],
      "install": "pip install docling && uvx library-skills --claude",
      "url": "https://top-agent-skills.com/skill/docling",
      "json": "https://top-agent-skills.com/skill/docling.json"
    },
    {
      "rank": 2,
      "slug": "stripe-connect-recommend",
      "name": "connect-recommend",
      "score": 58,
      "tagline": "The marketplace architecture decision, made with a compatibility matrix that blocks invalid Connect configurations instead of describing them.",
      "bestFor": "Choosing a Stripe Connect charge pattern and account type before you build — the decision that is expensive to reverse once money is flowing.",
      "notIdealFor": "Writing the integration. This produces a recommendation document; stripe-payments is the implementation skill once the design is settled.",
      "provenance": "verified-org",
      "publisher": "Stripe",
      "license": "MIT",
      "compatibility": [
        "claude-code"
      ],
      "install": "npx skills add stripe/ai --skill connect-recommend",
      "url": "https://top-agent-skills.com/skill/stripe-connect-recommend",
      "json": "https://top-agent-skills.com/skill/stripe-connect-recommend.json"
    },
    {
      "rank": 3,
      "slug": "stripe-link-checkout",
      "name": "create-payment-credential",
      "score": 57,
      "tagline": "Stripe's answer to agentic checkout: one-time payment credentials so an agent can buy without ever seeing the underlying card.",
      "bestFor": "Letting an agent complete a real purchase on a merchant site, with the human approving each transaction and the real credentials never exposed.",
      "notIdealFor": "Anything resembling a sandbox. This spends real money on live merchant sites — treat it as a production capability with a human in the loop, never as a dev-time convenience.",
      "provenance": "verified-org",
      "publisher": "Stripe",
      "license": "MIT",
      "compatibility": [
        "claude-code"
      ],
      "install": "npx skills add stripe/link-cli --skill create-payment-credential",
      "url": "https://top-agent-skills.com/skill/stripe-link-checkout",
      "json": "https://top-agent-skills.com/skill/stripe-link-checkout.json"
    },
    {
      "rank": 4,
      "slug": "dodo-payments-skills",
      "name": "dodo-payments-skills",
      "score": 54,
      "tagline": "The deepest MoR skill coverage after Stripe: 17 skills from checkout to go-live.",
      "bestFor": "SaaS and digital-product teams integrating a merchant of record with usage- or credit-based billing models.",
      "notIdealFor": "Card-processing-only setups where you keep merchant-of-record duties yourself — that is Stripe territory.",
      "provenance": "verified-org",
      "publisher": "Dodo Payments",
      "license": "MIT",
      "compatibility": [
        "claude-code"
      ],
      "install": "npx skills add dodopayments/skills --skill checkout-integration",
      "url": "https://top-agent-skills.com/skill/dodo-payments-skills",
      "json": "https://top-agent-skills.com/skill/dodo-payments-skills.json"
    },
    {
      "rank": 5,
      "slug": "stripe-payments",
      "name": "stripe-payments",
      "score": 51,
      "tagline": "Stripe done right. Checkout, subscriptions, webhooks, idempotency, metered billing.",
      "bestFor": "Teams adding Stripe where webhook handling and idempotency are easy to get wrong.",
      "notIdealFor": null,
      "provenance": "verified-org",
      "publisher": "Stripe",
      "license": "MIT",
      "compatibility": [
        "claude-code",
        "claude-api",
        "cursor",
        "codex"
      ],
      "install": "npx skills add stripe/skills",
      "url": "https://top-agent-skills.com/skill/stripe-payments",
      "json": "https://top-agent-skills.com/skill/stripe-payments.json"
    },
    {
      "rank": 6,
      "slug": "norman-finance",
      "name": "norman-finance",
      "score": 49,
      "tagline": "The ledger, not the checkout: categorise, reconcile, invoice, file.",
      "bestFor": "Small businesses and freelancers doing their own books who want transaction categorisation, reconciliation and tax preparation driven from the agent.",
      "notIdealFor": "Anyone outside Germany and the EU. The tax, incorporation and filing skills are Finanzamt-, GmbH/UG-, Gewerbe- and DATEV-specific, so a US bookkeeping workflow gets little from it.",
      "provenance": "verified-org",
      "publisher": "Norman Finance",
      "license": "MIT",
      "compatibility": [
        "claude-code"
      ],
      "install": "/plugin marketplace add norman-finance/norman-mcp-server",
      "url": "https://top-agent-skills.com/skill/norman-finance",
      "json": "https://top-agent-skills.com/skill/norman-finance.json"
    },
    {
      "rank": 7,
      "slug": "xlsx",
      "name": "xlsx",
      "score": 48,
      "tagline": "Excel spreadsheets with real formulas, charts, and formatting — not flat CSV exports.",
      "bestFor": "Financial models, structured reports, anything that needs formulas.",
      "notIdealFor": null,
      "provenance": "anthropic",
      "publisher": "Anthropic",
      "license": "MIT",
      "compatibility": [
        "claude-code",
        "claude-ai",
        "claude-api"
      ],
      "install": "npx skills add github.com/anthropics/skills --skill xlsx",
      "url": "https://top-agent-skills.com/skill/xlsx",
      "json": "https://top-agent-skills.com/skill/xlsx.json"
    },
    {
      "rank": 8,
      "slug": "paypal-ai-toolkit",
      "name": "paypal-ai-toolkit",
      "score": 47,
      "tagline": "The largest payment processor, first-party: checkout to disputes to payouts.",
      "bestFor": "Building or auditing PayPal integrations — checkout flows, subscriptions, invoicing, and webhook handling with vendor-canonical guidance.",
      "notIdealFor": "Non-PayPal processors — for Stripe use the Stripe official skills already in this category.",
      "provenance": "verified-org",
      "publisher": "PayPal",
      "license": "Apache-2.0",
      "compatibility": [
        "claude-code"
      ],
      "install": "/plugin install paypal@claude-plugins-official",
      "url": "https://top-agent-skills.com/skill/paypal-ai-toolkit",
      "json": "https://top-agent-skills.com/skill/paypal-ai-toolkit.json"
    },
    {
      "rank": 9,
      "slug": "carta-cap-table",
      "name": "carta-cap-table",
      "score": 47,
      "tagline": "The equity stack: cap table, 409A history, conversions, exit waterfall.",
      "bestFor": "Founders and finance leads modelling dilution, a new round, or an exit scenario against their real Carta data.",
      "notIdealFor": "Companies not on Carta, and anything cash-side — this is the equity ledger, not the bank ledger.",
      "provenance": "verified-org",
      "publisher": "Carta",
      "license": "Apache-2.0",
      "compatibility": [
        "claude-code"
      ],
      "install": "/plugin marketplace add carta/plugins",
      "url": "https://top-agent-skills.com/skill/carta-cap-table",
      "json": "https://top-agent-skills.com/skill/carta-cap-table.json"
    },
    {
      "rank": 10,
      "slug": "valyu",
      "name": "valyu",
      "score": 46,
      "tagline": "Web search + 36 authoritative data sources. SEC, PubMed, ChEMBL, FRED — agent-grade research.",
      "bestFor": "Research workflows needing current, authoritative data with 79% FreshQA score.",
      "notIdealFor": null,
      "provenance": "verified-org",
      "publisher": "Valyu",
      "license": "Proprietary",
      "compatibility": [
        "claude-code",
        "claude-api",
        "cursor",
        "codex"
      ],
      "install": "npx skills add valyuai/skills",
      "url": "https://top-agent-skills.com/skill/valyu",
      "json": "https://top-agent-skills.com/skill/valyu.json"
    },
    {
      "rank": 11,
      "slug": "duckdb-skills",
      "name": "duckdb-skills",
      "score": 46,
      "tagline": "In-process analytical SQL over CSV, Parquet, and Excel — no warehouse, no server.",
      "bestFor": "Ad-hoc analytics over local data files (CSV, Parquet, JSON, Excel) where standing up a warehouse is overkill.",
      "notIdealFor": "High-concurrency transactional workloads — DuckDB is an analytical (OLAP) engine, not an OLTP database.",
      "provenance": "verified-org",
      "publisher": "DuckDB",
      "license": "MIT",
      "compatibility": [
        "claude-code"
      ],
      "install": "/plugin marketplace add duckdb/duckdb-skills",
      "url": "https://top-agent-skills.com/skill/duckdb-skills",
      "json": "https://top-agent-skills.com/skill/duckdb-skills.json"
    },
    {
      "rank": 12,
      "slug": "netsuite-finance-analyst",
      "name": "netsuite-finance-analyst",
      "score": 43,
      "tagline": "Oracle's own FP&A analyst: variance decomposition, close readiness, board narratives.",
      "bestFor": "Finance teams on NetSuite who want period-close review and variance analysis done against live data rather than exported spreadsheets.",
      "notIdealFor": "Anyone not on NetSuite. It also requires the NetSuite AI Connector Service, so there is no free or local path.",
      "provenance": "verified-org",
      "publisher": "Oracle NetSuite",
      "license": "UPL-1.0",
      "compatibility": [
        "claude-code"
      ],
      "install": "/plugin marketplace add anthropics/claude-plugins-official",
      "url": "https://top-agent-skills.com/skill/netsuite-finance-analyst",
      "json": "https://top-agent-skills.com/skill/netsuite-finance-analyst.json"
    },
    {
      "rank": 13,
      "slug": "lemonsqueezy-skills",
      "name": "lemonsqueezy-claude-skills",
      "score": 36,
      "tagline": "Operate a Lemon Squeezy store from the agent: customer lookup, refunds, discount codes, receipts, and a sales dashboard — six support-and-revops skills.",
      "bestFor": "Day-to-day Lemon Squeezy operations — support lookups, refunds, discount management, and sales reporting — for a store that is already live.",
      "notIdealFor": "The initial checkout build (these skills assume a working store) and non-Lemon-Squeezy processors. Cross-agent support is unverified beyond Claude Code.",
      "provenance": "community",
      "publisher": "adrianwedd",
      "license": "MIT",
      "compatibility": [
        "claude-code"
      ],
      "install": "git clone https://github.com/adrianwedd/lemonsqueezy-claude-skills",
      "url": "https://top-agent-skills.com/skill/lemonsqueezy-skills",
      "json": "https://top-agent-skills.com/skill/lemonsqueezy-skills.json"
    }
  ],
  "faqs": [
    {
      "question": "Can these Skills build a real financial model?",
      "answer": "Yes — the xlsx Skill produces models with formulas, conditional formatting and chart objects intact. The structure (revenue build, expense detail, cash flow) follows whatever template you provide."
    },
    {
      "question": "How do they handle OCR errors?",
      "answer": "The top Skills flag low-confidence parses for human review rather than silently using them. Lower-ranked Skills just commit the parsed values — risky for finance work."
    },
    {
      "question": "Are these Skills useful for tax?",
      "answer": "For preparation and organization, yes — they categorize transactions, extract receipt data, and produce reports. The actual tax compliance work requires an accountant."
    },
    {
      "question": "Can these Skills reconcile bank statements?",
      "answer": "Yes — when paired with Plaid or direct bank MCP integrations, they match transactions, identify discrepancies, and produce reconciliation reports."
    },
    {
      "question": "Do they work with QuickBooks and Xero?",
      "answer": "Yes — both have MCP servers and several Skills paired with them for journal-entry creation, report generation, and chart-of-accounts management."
    }
  ],
  "license": "https://creativecommons.org/licenses/by/4.0/",
  "attribution": "Top Agent Skills (https://top-agent-skills.com)"
}