A free skill you add to Claude, for finance teams at services firms
Trust the numbers Claude gives you.
With it, Claude checks each number against your books before you see it.
What was our gross margin by client in Q3?
Blended gross margin
33%
Made-up numbers. The math runs on the skill's own code.
The answer comes in plain words.
Five lines first, then the proof. Pick a line to check it.
Fractions of a cent never pile up.
The skill adds at full precision and rounds once. Add lines to the tape.
When it splits an amount, the parts sum to the whole.
To the last cent. Change the amount, the parts, or the currency.
No line of your data goes missing.
It counts the rows in and the rows out. When it matches time entries to rates, it keeps and reports the entries with no match.
It prices each hour at the rate on the day of the work.
A rate card is dated. Drag the time entry across the rate change.
Cost per hour uses billable hours.
1,800 by default, never 2,080. Drag the hours.
Utilization and realization come with their definitions.
Firms define them differently. Switch the basis.
The skill watches a fixed fee against the calendar.
It flags the scope when the fee is used up faster than time passes. Drag the day.
WIP, unbilled, and deferred revenue stay apart.
Billing and revenue are two schedules. Step through the months.
It flags time entered after the cut-off.
Every number built on time entries states its cut-off date. Drag the cut-off.
Accounting calls go to your controller.
It flags gross or net and never guesses. Here the controller is you.
It never changes a model to hit a target.
It shows what would have to be true instead. Set a target margin.
Nothing posts, bills, or pays without your yes.
It shows exactly what will happen, then waits. Hold the button to approve.
Bank numbers, tax IDs, and pay stay masked.
In every output and every log. Hold the button to peek at the made-up originals.
A security check runs on every task.
Thirteen sections, however small the task. Pick a task.
The work isn't done until the number ties to your books.
Answer the skill's question below, then break the tie-out.
Small questions stay fast. High-risk work gets every check.
Claude sizes up the risk of every task first. Move the dial.
Try the skill's own math right here.
The code the skill uses is running in your browser. Pick an example or type your own.
The skill comes with sixteen finance guides that Claude reads.
One covers pricing, one covers accounting rules, and Claude opens only the ones a task needs. Open one below, then pick your accounting system and rules.
Install it. Ask for a number.
- 1
Download the skill
It is one zip file. Don't unzip it.
- 2
Upload it to Claude
Settings, then Capabilities, then Skills. Keep code execution turned on.
- 3
Ask for a number
The skill loads on its own.
What's our cost per billable hour for a $120,000 salary with 25% benefits and taxes?It should say which billable-hours number it used and invite you to change it.
git clone https://github.com/tstrider/tick-and-tie.git
cp -R tick-and-tie/skills/services-finance-code ~/.claude/skills/