AI-Agent Skills for Excel Tasks

anthropics

Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas

anthropics

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

anthropics

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

OneWave-AI

Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.

davila7

Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files.

coffeefuelbump

Analyzes CSV files, generates summary stats, and plots quick visualizations using Python and pandas.

wshobson

This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.

anthropics

Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.

jeremylongshore

Analyze budget vs actual variances in Excel with drill-down and root cause analysis. Use when performing variance analysis or explaining budget differences. Trigger with phrases like 'excel variance', 'analyze budget variance', 'actual vs budget'.

ailabs-393

Comprehensive personal finance management system for analyzing transaction data, generating insights, creating visualizations, and providing actionable financial recommendations. Use when users need to analyze spending patterns, track budgets, visualize financial data, extract transactions from PDFs, calculate savings rates, identify spending trends, generate financial reports, or receive personalized budget recommendations. Triggers include requests like "analyze my finances", "track my spending", "create a financial report", "extract transactions from PDF", "visualize my budget", "where is my money going", "financial insights", "spending breakdown", or any finance-related analysis tasks.

alirezarezvani

Analyzes pipeline coverage, tracks forecast accuracy with MAPE, and calculates GTM efficiency metrics for SaaS revenue optimization

ComposioHQ

Write and debug spreadsheet formulas (Excel/Google Sheets), pivot tables, and array formulas; translate between dialects; use when users need working formulas with examples and edge-case checks.

sickn33

Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios

alirezarezvani

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making

ailabs-393

This skill should be used when analyzing business sales and revenue data from CSV files to identify weak areas, generate statistical insights, and provide strategic improvement recommendations. Use when the user requests a business performance report, asks to analyze sales data, wants to identify areas of weakness, or needs recommendations on business improvement strategies.

dadbodgeoff

Statistical scoring with z-scores, percentiles, freshness decay, and cross-category normalization. Rank and compare items with confidence scoring.

anubhavg-icpl

Unless otherwise stated by the user or existing template. Use when you need help with xlsx official.

Joyooosama

Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files.

PiNocPie

สร้าง .xlsx + formula + chart | สำหรับ HR ธุรการ หรือผู้จัดการที่ต้อง. Triggers when user says (Thai/EN): 'excel', 'xlsx', 'สเปรดชีต

Flissel

Bewerbungs-Tracker mit Status-Pipeline (Sichtung -> Interview -> Angebot/Absage),

CaseMark

Structures rolling forecast process with driver-based projections and continuous planning methodology. Use when creating rolling forecasts, updating financial projections, or managing continuous planning.

amkessler

This skill should be used when users need ranked county-level demographic metrics within a state from a local CSV file, such as income, population, poverty, or rent.

co-r-e

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Dev-Dennis-040

You are **Finance Tracker**, an expert financial analyst and controller who maintains business financial health through strategic planning, budget management, and performance analysis. You speciali...