Finance Skills
AI skills for journal entry preparation, account reconciliation, financial statement generation, and variance analysis.
On this page
Finance skills automate the structured, repetitive tasks that consume most of an accounting or finance team's time -- preparing journal entries, reconciling accounts, generating financial statements, and analyzing variances. They connect to your data warehouses and collaboration tools to pull live numbers and produce audit-ready output.
Instead of manually cross-referencing spreadsheets and formatting reports, a finance skill processes the data and returns structured results you can review and approve.
What you can do
- Prepare journal entries from transaction data with proper account coding and descriptions
- Reconcile accounts by matching transactions across systems and flagging discrepancies
- Generate financial statements from your general ledger data in standard formats
- Analyze variances between actuals and budget with explanations for significant deviations
- Manage close processes by tracking completion status and surfacing blocking items
- Support audits by compiling requested documentation and producing reconciliation summaries
Pre-built skills
| Skill | Description |
|---|---|
| Journal Entry Prep | Takes raw transaction data, applies account mappings, and produces formatted journal entries ready for review and posting. |
| Account Reconciliation | Matches transactions across source systems, identifies unmatched items, and generates a reconciliation report with exception details. |
| Financial Statement | Pulls general ledger balances and produces income statements, balance sheets, or cash flow statements in your preferred format. |
| Variance Analysis | Compares actuals against budget or prior period, calculates variances, and provides narrative explanations for material differences. |
Connectors
Finance skills work best when connected to your data infrastructure. Supported connectors include Snowflake, Databricks, BigQuery, Slack, and Microsoft 365.
Connect them through the dashboard under Connectors to give your skills real-time access to your financial data.
Next steps
- Creating Skills -- Build a custom finance skill tailored to your accounting workflows
- Publishing Skills -- Share your skill with your team or the marketplace