Everything Claude Finance

The complete finance, accounting, and economics system for Claude Code

20 specialized agents | 70+ domain skills | 22 commands | Every finance discipline covered

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From deal sourcing to audit sign-off -- 70+ skills, 20 agents, and 22 slash commands that turn Claude Code into your finance co-pilot. Model, analyze, comply, and report -- all from your terminal.

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Quick Start

Install the plugin:

claude install-skill github:brainbytes-dev/everything-claude-finance

Start using it immediately:

# Build a DCF valuation
claude /valuation "DCF for SaaS company, $50M ARR, 30% growth"

# Run an LBO model
claude /lbo-model "PE acquisition, $200M EV, 5x leverage"

# Generate financial statements
claude /financial-statements "Q4 2025 consolidation, 3 subsidiaries"

# Analyze credit risk
claude /credit-analysis "BBB-rated industrial, $500M debt"

# Economic forecast
claude /economic-analysis "US inflation outlook, Fed rate path"

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Agents

20 specialized agents, each an expert in a distinct finance discipline:

#	Agent	Role	Model
1	Investment Banker	M&A advisory, deal structuring, pitch books	Opus
2	FP&A Analyst	Budgeting, forecasting, variance analysis	Sonnet
3	Accounting Expert	GAAP/IFRS standards, journal entries, consolidation	Opus
4	Tax Strategist	Tax planning, compliance, transfer pricing	Opus
5	Credit Analyst	Credit risk assessment, ratings, debt analysis	Sonnet
6	VC Analyst	Startup valuation, term sheets, cap tables	Sonnet
7	PE Associate	LBO modeling, portfolio company analysis, exits	Opus
8	Economist	Macro/micro analysis, forecasting, policy impact	Opus
9	BWL Strategist	Business administration, corporate strategy, KPIs	Sonnet
10	Controller	Management accounting, cost control, reporting	Sonnet
11	Compliance Officer	Regulatory compliance, AML/KYC, internal controls	Opus
12	Equity Research Analyst	Company analysis, earnings models, target prices	Opus
13	Wealth Manager	Portfolio construction, financial planning, estate	Sonnet
14	Treasury Analyst	Cash management, FX hedging, liquidity planning	Sonnet
15	Insurance Analyst	Actuarial basics, policy analysis, risk assessment	Sonnet
16	Audit Manager	Audit planning, internal controls, SOX compliance	Opus
17	Real Estate Analyst	Property valuation, REIT analysis, cap rates	Sonnet
18	ESG Analyst	ESG scoring, sustainability reporting, impact	Sonnet
19	Restructuring Advisor	Distressed debt, turnarounds, bankruptcy analysis	Opus
20	Quantitative Analyst	Financial modeling, statistics, pricing models	Opus

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Skills (70+)

Investment Banking (6)

Skill	Description
dcf-valuation	Discounted cash flow modeling with WACC and terminal value
comparable-analysis	Trading comps and precedent transaction analysis
merger-model	Accretion/dilution analysis, synergy modeling
pitch-book-creation	Investment banking pitch book structure and content
deal-structuring	Transaction structure, consideration mix, financing
fairness-opinion	Fairness opinion analysis and documentation

FP&A (5)

Skill	Description
budget-modeling	Annual budget construction, driver-based planning
variance-analysis	Actual vs budget variance decomposition
revenue-forecasting	Revenue modeling, cohort analysis, pipeline conversion
scenario-planning	Best/base/worst case scenario modeling
kpi-dashboard	KPI framework design and dashboard specification

Accounting (7)

Skill	Description
financial-statement-prep	Income statement, balance sheet, cash flow preparation
revenue-recognition	ASC 606 / IFRS 15 revenue recognition analysis
lease-accounting	ASC 842 / IFRS 16 lease classification and measurement
consolidation	Multi-entity consolidation, intercompany eliminations
journal-entries	Complex journal entry preparation and review
inventory-accounting	FIFO, LIFO, weighted average cost methods
impairment-testing	Goodwill and asset impairment analysis

Tax (4)

Skill	Description
tax-provision	ASC 740 income tax provision and deferred taxes
transfer-pricing	Intercompany pricing, arm's length analysis
tax-structuring	Entity structure optimization, jurisdiction planning
tax-compliance	Return preparation guidance, filing requirements

Credit Analysis (3)

Skill	Description
credit-scoring	Credit rating methodology, financial ratio analysis
debt-capacity	Debt capacity analysis, coverage ratios, covenants
distressed-analysis	Recovery analysis, liquidation waterfall

VC & PE (5)

Skill	Description
startup-valuation	Pre/post-money valuation, option pricing method
lbo-modeling	Leveraged buyout modeling, returns analysis
cap-table-management	Cap table construction, dilution modeling
term-sheet-analysis	Term sheet negotiation points and economics
exit-analysis	IPO, M&A, secondary exit modeling

Economics (5)

Skill	Description
macro-analysis	GDP, inflation, employment, monetary policy analysis
micro-analysis	Market structure, elasticity, game theory
econometric-modeling	Regression analysis, time series, panel data
policy-impact	Fiscal/monetary policy impact assessment
international-economics	Trade, FX, balance of payments analysis

BWL / Business Administration (4)

Skill	Description
corporate-strategy	Porter's Five Forces, SWOT, competitive analysis
business-plan	Business plan structure, market sizing, go-to-market
organizational-design	Org structure, spans of control, operating model
process-optimization	Business process mapping, efficiency analysis

Controlling (2)

Skill	Description
cost-accounting	Activity-based costing, standard costing, variances
management-reporting	Internal reporting frameworks, margin analysis

Compliance & Regulatory (4)

Skill	Description
aml-kyc	Anti-money laundering and know-your-customer procedures
sox-compliance	Sarbanes-Oxley internal control assessment
regulatory-reporting	Basel III, Dodd-Frank, MiFID II reporting
internal-controls	Control framework design, risk assessment matrix

Equity Research (2)

Skill	Description
earnings-model	Quarterly/annual earnings modeling, consensus estimates
sector-analysis	Industry analysis, competitive positioning, market share

Wealth Management (2)

Skill	Description
financial-planning	Retirement planning, cash flow projections, goals
estate-planning	Estate tax, trust structures, succession planning

Treasury (1)

Skill	Description
cash-management	Cash forecasting, liquidity planning, working capital

Insurance (1)

Skill	Description
risk-assessment	Insurance risk evaluation, coverage analysis

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Commands (22)

Command	Description
/valuation	Build DCF, comps, or precedent transaction valuation
/lbo-model	Construct leveraged buyout model
/merger-model	Accretion/dilution and synergy analysis
/financial-statements	Prepare or analyze financial statements
/budget	Build or analyze operating budgets
/variance-report	Actual vs budget variance analysis
/tax-analysis	Tax provision, planning, or compliance analysis
/credit-analysis	Credit risk assessment and rating
/cap-table	Cap table modeling and dilution analysis
/term-sheet	Term sheet analysis and negotiation points
/economic-analysis	Macro or micro economic analysis
/audit-plan	Audit planning and internal control review
/compliance-review	Regulatory compliance assessment
/equity-research	Company analysis and earnings modeling
/financial-plan	Personal or corporate financial planning
/cost-analysis	Cost accounting and margin analysis
/revenue-model	Revenue recognition and forecasting
/deal-memo	Investment or deal memorandum
/restructuring	Distressed analysis and turnaround planning
/esg-report	ESG scoring and sustainability analysis
/treasury-report	Cash management and liquidity analysis
/pitch-book	Investment banking pitch book creation

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Rules (5)

#	Rule	Description
1	Accuracy First	All calculations must be verifiable and traceable to source data
2	Standards Compliant	Adhere to GAAP, IFRS, and relevant accounting standards
3	Regulatory Aware	Flag regulatory implications and compliance requirements
4	Audit Ready	All outputs should be documented enough to withstand audit scrutiny
5	Professional Skepticism	Question assumptions, validate inputs, stress-test conclusions

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Architecture

everything-claude-finance/
├── agents/
│   ├── investment-banker.md
│   ├── fpa-analyst.md
│   ├── accounting-expert.md
│   ├── tax-strategist.md
│   ├── credit-analyst.md
│   ├── vc-analyst.md
│   ├── pe-associate.md
│   ├── economist.md
│   ├── bwl-strategist.md
│   ├── controller.md
│   ├── compliance-officer.md
│   ├── equity-research-analyst.md
│   ├── wealth-manager.md
│   ├── treasury-analyst.md
│   ├── insurance-analyst.md
│   ├── audit-manager.md
│   ├── real-estate-analyst.md
│   ├── esg-analyst.md
│   ├── restructuring-advisor.md
│   └── quantitative-analyst.md
├── skills/
│   ├── investment-banking/
│   ├── fpa/
│   ├── accounting/
│   ├── tax/
│   ├── credit/
│   ├── vc-pe/
│   ├── economics/
│   ├── bwl/
│   ├── controlling/
│   ├── compliance/
│   ├── equity-research/
│   ├── wealth/
│   ├── treasury/
│   └── insurance/
├── commands/
│   ├── valuation.md
│   ├── lbo-model.md
│   └── ... (22 commands)
├── rules/
│   ├── accuracy-first.md
│   ├── standards-compliant.md
│   ├── regulatory-aware.md
│   ├── audit-ready.md
│   └── professional-skepticism.md
├── contexts/
│   ├── company-financials.md
│   ├── deal-parameters.md
│   └── regulatory-framework.md
├── hooks/
│   ├── pre-output-accuracy-check.md
│   └── post-analysis-compliance-flag.md
└── README.md

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Core Principles

Principle	What It Means
Accuracy-First	Every number is traceable. Every formula is verifiable. No black boxes.
Standards-Compliant	GAAP, IFRS, Basel III, and relevant standards are always followed.
Regulatory-Aware	Compliance implications are flagged proactively, not as an afterthought.
Audit-Ready	Work product is documented to withstand external audit scrutiny.
Risk-Conscious	Downside scenarios and risk factors are always surfaced.
Ethical Finance	Integrity in analysis. No misleading assumptions or cherry-picked data.

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Multi-Agent Workflows

Complex finance tasks orchestrate multiple agents working together:

Workflow	Agents Involved	Description
M&A Deal Execution	Investment Banker -> Accounting Expert -> Tax Strategist -> Compliance Officer	Full deal lifecycle from valuation to closing
LBO Analysis	PE Associate -> Credit Analyst -> Tax Strategist -> Restructuring Advisor	Leveraged buyout with debt structuring and tax optimization
Audit & Compliance	Audit Manager -> Accounting Expert -> Compliance Officer -> Controller	End-to-end audit planning through reporting
Economic Research	Economist -> Equity Research Analyst -> FP&A Analyst	Macro-to-micro analysis with company-level impact
Startup Funding	VC Analyst -> Tax Strategist -> Compliance Officer	Term sheet through cap table with tax and compliance
Corporate Planning	FP&A Analyst -> Controller -> BWL Strategist -> Treasury Analyst	Budgeting, cost control, strategy, and cash management

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Contexts

Context	Purpose
company-financials	Historical financial statements, KPIs, and metrics
deal-parameters	Transaction terms, consideration, structure
regulatory-framework	Applicable regulations, jurisdictions, filing requirements
market-data	Comparable companies, market multiples, benchmarks
tax-profile	Entity structure, jurisdiction, tax positions

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Contributing

We welcome contributions! See CONTRIBUTING.md for guidelines on adding new industry verticals, regulatory jurisdictions, and accounting standard skills.

License

MIT License -- see LICENSE for details.

Acknowledgments

• The finance and accounting open-source community
• Contributors who bridge AI and professional finance
• Every analyst who shared a model, a framework, or a hard-won insight

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Built for finance professionals who build with AI.

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