Finance & Accounting Super-Skill
Merges accounting workflows (statements, close, audit) with data engineering and ML forecasting into one unified finance reference skill.
Pure reference-text skill (GAAP templates, journal entries, reconciliation, close calendars); no scripts, external calls, or permission requests; no red-line risk observed. But lacks data-flow disclosure, sensitive-financial-data (invoice, payroll) handling guidance, and rollback mechanisms, so full marks not awarded.
Static reference content, internally consistent (debits/credits logic in templates coherent), but no scripts, tests, or failure-feedback design; static calibration caps this below 10 and key paths lack reproduction evidence.
Scenarios clearly listed (statements, close, audit, valuation), but no declared capability boundaries or non-fit ranges; all content is US GAAP and English-only with no Chinese support, and merged-source claims exceed what visible text delivers, limiting trigger precision.
MIT license, author and version declared; well-layered structure with sectioned 'When to Use' guidance. However merged sources (Perplexity Computer, alirezarezvani) are unverifiable, no changelog, no ownership/update path, and README says 7 skills while the body says 8 — an inconsistency.
Genuinely useful as finance reference material (JE templates, ratio tables, DCF workflow, close calendar) directly usable; but no executable outputs verified, and claims like 'market data' and 'ML forecasting' are not delivered in visible text; static calibration caps below 7.
Only author claims and asserted source merges; no third-party execution evidence, no tests, no representative outputs, and source attribution lacks checkable links; static review caps below 5.
- This is a static reference-template skill only; claimed capabilities such as 'market data', 'ML forecasting' and 'ETL pipelines' are not implemented in the visible content, so expectations should be lowered accordingly.
- All content assumes US GAAP and USD conventions; Chinese users must adapt for CAS and local tax rules.
- Merged sources (Perplexity Computer, Claude Code skills) are unverifiable; verify license compliance before use.
- Invoice and payroll templates involve sensitive financial data; sanitize inputs when using them.
What does this skill do, and when should you use it?
This skill merges Perplexity Computer's 7 finance skills plus investment research with Claude Code's data science, data engineering, financial analysis, and invoice management skills into a single SKILL.md. It covers GAAP statement templates, journal entries, reconciliation, close management, variance analysis, SOX audit support, market data, DCF valuation, ETL pipelines, and ML revenue forecasting. It is essentially a large reference manual and workflow template collection rather than an executable program. The market-data sections depend on Perplexity Computer's finance_* connector tools and need replacement on other platforms. Best suited to teams wanting end-to-end finance and accounting support.
Provides fill-in-ready GAAP income statement, balance sheet, and cash flow templates; six journal-entry templates (accruals, prepaids, depreciation, payroll, ASC 606 revenue recognition, intercompany elimination) plus a month-end accrual checklist; bank and GL-to-subledger reconciliation templates; a 15-business-day close calendar with task tracker and dependency map; budget-vs-actual variance decomposition (price/volume/mix) with waterfall narrative templates; a SOX 404 control-testing workflow with PCAOB sample-size guidance and a Python sampling script; ratio benchmarks, a six-step DCF workflow, and industry-specific KPIs; the markets section calls list_external_tools / call_external_tool Perplexity connectors for live quotes, financials, and analyst estimates.
- A financial analyst organizing month-end close who needs a close calendar, JE checklists, and reconciliation templates
- An accountant preparing SOX 404 testing who needs control workpapers and PCAOB-aligned sampling methodology
- An FP&A analyst explaining budget variances to the CFO with price/volume/mix decomposition and waterfall narratives
- An investment researcher pulling company quotes, financials, peers, and analyst estimates, then building a DCF or investment thesis
- A data engineer building finance ETL pipelines using dbt/Airflow patterns from the skill's later sections
- An accounting team parsing invoice PDFs in bulk and exporting categorized CSVs
What are this skill's strengths and limitations?
- Extremely broad coverage: journal entries through close, audit, valuation, data engineering, and ML forecasting in one file
- Templates are immediately usable, with complete table structures and worked example calculations
- Includes a Python audit sampling script and a clear SOX deficiency classification framework
- Explicit market-data guidance: structured finance tools over stale web search
- Market-data chapters depend on Perplexity Computer's proprietary finance_* connector tools, unavailable in Claude Code or elsewhere without substituting a data source
- No test suite and no standalone executable scripts (only example code embedded in the document)
- Repo shows no GitHub license label, while SKILL.md and README both claim MIT — an inconsistency
- Very large content footprint may consume substantial context; truncated portions of SKILL.md are unverified
How do you install this skill?
Place the repo's SKILL.md into your Claude Code skills directory, or upload it to Perplexity Computer user settings as the README describes. No one-click installer or dependency script is provided; installation on other platforms is undocumented.
How do you use this skill?
Trigger conversationally, e.g.: "Prepare the March bank reconciliation", "Draft a SOX control test workpaper", or "Build a DCF for Apple". Market-data features invoke connector tools such as finance_quotes and finance_financials; the skill explicitly forbids using web search for financial data and maps reference dates to fiscal quarters. Note: on platforms without Perplexity's finance_* tools, the markets chapters cannot execute.