Finance Skills for AI agents that work inside revenue operations
Finance Skills is a JustPaid open-source library of operating playbooks for agents that review invoices, contracts, usage data, collections work, reconciliation files, close tasks, and CFO updates.
Open-source library
9
finance skills
MIT
licensed
0
vendor lock-in
Built for source-backed review of invoices, contracts, billing exports, and close artifacts.
Designed around finance approvals, audit trails, and customer-safe communication.
What the library covers
Each skill is a small markdown playbook an agent can load before doing a specific finance task. The goal is better first drafts, clearer exceptions, and fewer unsupported recommendations.
AR collections
Dunning emails
Contract-to-invoice review
Usage billing review
Revenue recognition QA
Payment reconciliation
Month-end close checklist
CFO briefing
Invoice health check
How agents use it
Copy the skill folders into your agent runtime, then ask the agent to use the relevant skill before it reviews finance data or writes an operator-facing output.
Example request
Use the usage-billing-review skill to compare this May usage export against the draft invoice and contract terms. List material variances, source evidence, and approval needs.
Built with finance guardrails
The skills help agents prepare work, not silently change financial systems. Sensitive actions stay in the hands of a human finance operator.
Preserve source evidence for every finding and recommendation.
Separate drafts from actions that need explicit human approval.
Flag accounting, legal, tax, audit, and customer-trust risk instead of guessing.
Keep customer-facing language factual, calm, and free of internal commentary.
Fork it, adapt it, and make your agent more useful.
Finance Skills is intentionally simple: markdown playbooks, practical workflow boundaries, and clear approval rules for billing and revenue teams.