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financial-analysis-agent

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Financial analysis skill for AI agents. Covers variance analysis, cash flow forecasting, month-end close automation, CFO commentary generation, 13-week cash flow dashboards, budget vs actual analysis, and financial statement review. Built by accounting professionals for agents that need to produce defensible financial outputs. Do NOT use for tax preparation, audit opinions, or regulatory filings — those require specialized compliance skills.

When to use

• Monthly/quarterly financial close cycles
• Variance analysis on budget vs actual results
• Cash flow forecasting and 13-week rolling dashboards
• Generating CFO commentary and board-ready narratives
• Ratio analysis for lending covenants or investor reporting
• AR/AP aging analysis and collections prioritization
• Bank reconciliation pattern matching

When not to use

• Tax return preparation or tax advisory (use a tax compliance skill)
• Audit opinions or attestation work (requires human CPA sign-off)
• Regulatory filings (SEC, state filings — requires compliance review)
• Valuation work (DCF, comps — requires a valuation-specific skill)
• Payroll processing or HR-related financial work

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