From proagent-finance
Use when managing financial operations -- budgeting, invoicing, revenue forecasting, P&L analysis, cost optimization, cloud FinOps, payment processing (Stripe, PCI compliance), financial projections, billing workflows, and financial reporting
npx claudepluginhub diegouis/provectus-marketplace --plugin proagent-financeThis skill uses the workspace's default tool permissions.
This skill orchestrates financial operations across budgeting, invoicing, forecasting, P&L analysis, revenue tracking, cost optimization, cloud FinOps, payment processing (Stripe integration, PCI compliance), financial projections, billing, and financial reporting. It incorporates patterns from the `agents` repo (cloud-infrastructure cost-optimization, payment-processing stripe-integration and ...
Tracks Stripe revenue, computes MRR/ARR/unit economics/LTV/CAC, manages expenses, optimizes pricing, generates financial reports for SaaS.
Guides solo founders in bookkeeping setup, revenue/expense tracking, tax prep, SaaS revenue recognition, and accounting software selection like QuickBooks, Xero, Wave.
Guides indie business owners through financial health checks, bookkeeping setup, tax planning, profit/loss analysis, cash flow management, and multi-business tracking.
Share bugs, ideas, or general feedback.
This skill orchestrates financial operations across budgeting, invoicing, forecasting, P&L analysis, revenue tracking, cost optimization, cloud FinOps, payment processing (Stripe integration, PCI compliance), financial projections, billing, and financial reporting. It incorporates patterns from the agents repo (cloud-infrastructure cost-optimization, payment-processing stripe-integration and pci-compliance skills, startup-business-analyst financial-projections) and the awesome-claude-skills repo (invoice-organizer).
MANDATORY: You MUST call the AskUserQuestion tool — do NOT render these options as text:
AskUserQuestion( header: "Finance", question: "What financial operation do you need help with?", options: [ { label: "Budgeting", description: "Create or update budgets with category allocation and variance tracking" }, { label: "Revenue Forecasting", description: "Forecast revenue using historical data and growth models" }, { label: "P&L Analysis", description: "Profit and loss statements with margin calculations and comparisons" }, { label: "Cost Optimization", description: "Spending analysis, vendor consolidation, cloud FinOps" } ] )
If the user selects "Other", present: Invoicing, Financial Projections, Budget Variance, Billing & Stripe/PCI, Financial Reporting.
Build structured budgets with line-item detail, category allocation, and variance tracking. Follows a collaborative approach: review historical spending, identify cost centers, propose allocations, and confirm with stakeholders before finalizing.
Key steps:
Budget document structure:
budget-YYYY.csv / budget-YYYY.xlsx
├── Summary (total budget, allocated, remaining)
├── By Category (personnel, software, infra, services, travel, office, marketing)
├── By Month (Jan-Dec columns with actuals overlay)
├── Variance Analysis (budget vs. actual, % deviation, trend)
└── Notes (assumptions, planned changes, risk items)
Automates invoice generation, organization, and reconciliation. Invoice organization follows patterns from the awesome-claude-skills repo invoice-organizer/SKILL.md.
Invoice generation:
Invoice organization:
YYYY-MM-DD Vendor - Invoice - Description.extReconciliation:
Project future revenue using historical data, growth rates, and scenario modeling.
Forecasting methods:
Key steps:
Output format:
Revenue Forecast - [Period]
├── Historical Summary (trailing 12-month revenue, MoM growth, avg monthly)
├── Projections (3/6/12 month with confidence bands)
├── Scenario Analysis (best/base/worst with assumptions)
├── Key Drivers (top revenue sources, growth contributors)
└── Risks (concentration risk, churn, market factors)
Produce and analyze profit and loss statements with structured breakdowns, margin calculations, and period-over-period comparisons.
P&L structure:
Revenue
- Product/Service Revenue (by line)
- Recurring Revenue (subscriptions, retainers)
- One-time Revenue (projects, consulting)
= Total Revenue
Cost of Goods Sold (COGS)
- Direct Labor
- Infrastructure Costs
- Third-party Services
= Gross Profit (Revenue - COGS)
= Gross Margin %
Operating Expenses (OpEx)
- Personnel (salaries, benefits, contractors)
- Software & Tools
- Office & Facilities
- Marketing & Sales
- Professional Services (legal, accounting)
- Travel & Entertainment
= Total OpEx
= Operating Income (Gross Profit - OpEx)
= Operating Margin %
Other Income/Expenses
- Interest, taxes, depreciation
= Net Income
= Net Margin %
Analysis dimensions:
Monitor revenue streams in real time with structured dashboards and alerts.
Tracking dimensions:
Key metrics:
Analyze spending patterns, identify savings opportunities, and recommend optimizations.
Analysis approach:
Output: Cost optimization report with ranked recommendations, estimated savings, implementation effort, and timeline.
Analyze and optimize cloud infrastructure spending using patterns from the agents repo plugins/cloud-infrastructure/skills/cost-optimization/SKILL.md.
Cloud cost analysis approach:
Cost allocation dimensions:
Optimization levers:
Output: Cloud cost optimization report with per-resource savings estimates, implementation priority, and projected monthly/annual savings.
Build forward-looking financial models for startups and growth-stage companies using patterns from the agents repo plugins/startup-business-analyst/commands/financial-projections.md.
Projection types:
Key steps:
Output format:
Financial Projections - [Company] - [Period]
├── Revenue Model (by stream, monthly/quarterly)
├── Expense Model (by category, headcount-driven)
├── Cash Flow Projection (monthly, cumulative)
├── Unit Economics (CAC, LTV, payback, margins)
├── Break-Even Analysis (months to profitability)
├── Sensitivity Matrix (key variable impacts)
└── Assumptions Log (all inputs documented)
Dedicated budget variance tracking and analysis with automated alerting thresholds.
Variance analysis workflow:
Automated alerts:
Output: Budget variance report with color-coded status per category, run-rate projections, reallocation recommendations, and escalation items.
Manage billing workflows and payment integrations. Incorporates Stripe integration patterns from the agents repo plugins/payment-processing/skills/stripe-integration/SKILL.md and PCI compliance guidance from plugins/payment-processing/skills/pci-compliance/SKILL.md.
Billing workflows:
Payment integration patterns:
Stripe webhook events to handle:
payment_intent.succeeded -- Mark invoice as paid, trigger fulfillmentpayment_intent.payment_failed -- Notify finance team, flag invoicecustomer.subscription.updated -- Update billing recordscustomer.subscription.deleted -- Process cancellation, adjust MRRinvoice.payment_succeeded -- Record recurring paymentcharge.refunded -- Update ledger, adjust revenuePCI compliance requirements:
Stripe-Signature header) to prevent spoofed eventsGenerate structured financial reports for stakeholders, board meetings, audits, and compliance.
Report types:
Report format:
agents repo stripe-integration and pci-compliance patterns)agents repo cost-optimization patterns)This plugin integrates with Composio-powered SaaS automation skills via the Rube MCP server. These skills connect to real external services for end-to-end workflow automation.
| Skill | Service | Key Capabilities |
|---|---|---|
| stripe-automation | Stripe | Payment processing, subscription management, invoice generation, refund handling |
| square-automation | Square | Point-of-sale transactions, inventory management, payment processing, reporting |
| shopify-automation | Shopify | Order management, product catalog, payment tracking, storefront operations |
All Composio automations follow a three-step workflow:
RUBE_SEARCH_TOOLS with a use case description to find available tools and their schemasRUBE_MANAGE_CONNECTIONS to activate the toolkit connection (handles OAuth automatically)RUBE_MULTI_EXECUTE_TOOL with the discovered tool slug and schema-compliant argumentsAdd the Rube MCP server to your .mcp.json:
"rube": {
"url": "https://rube.app/mcp"
}
Use the Excalidraw MCP server to generate interactive diagrams directly in the conversation. Describe what you need in natural language and Excalidraw renders it as an interactive canvas with hand-drawn style.
Budget Planning --> Invoice Management --> Revenue Tracking --> P&L Analysis --> Reporting
| | | | |
v v v v v
Allocate by Generate/organize Track MRR/ARR Margin analysis Executive
category with invoices, reconcile by source and cost ratios summaries
variance gates against payments type, flag churn period compare and forecasts
Cloud FinOps -----> Financial Projections --> Budget Variance --> Payment Processing
| | | |
v v v v
Cloud cost Revenue/expense Threshold-based Stripe integration
allocation by models, break-even alerts, run-rate PCI compliance
team/project unit economics projections webhook automation