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Finance Skills

vivy-yi/finance-skills

Agent skill system for CFO finance scenarios, with connector definitions for ERP and BI tools

In short

Finance Skills is a collection of agent skills for finance work such as internal control testing, KPI root-cause analysis, month-end close and IFRS 9 credit risk. The repository is tagged hermes-agent and its documentation is written mainly in Chinese.

What Finance Skills does

Each finance scenario has one master skill that recognizes the user's intent and dispatches to several atomic skills that perform the actual tasks. Every scenario folder also holds three knowledge files the skills read at run time: a judgment framework with rules such as control-deficiency grading, a data source list mapping needed data to connectors, systems and fields, and a manual query path to follow when no connector is available.

The design has three layers: a hub with global configuration, a cold-start wizard and a connector registry; the scenario layer; and a project workspace specification for remembering context across sessions. The README defines nine connectors spanning ERP systems such as SAP S/4HANA and Oracle, BI tools such as Power BI and Tableau, and execution, compliance, HR, tax and ESG systems. Scenarios are split into strategic ones, such as M&A, FX risk and board reporting, and operational ones, such as accounts payable, tax filing and payroll.

Key features

  • Master skills that route requests to atomic finance skills
  • Per-scenario judgment frameworks, data source maps and manual query paths
  • Nine connector definitions for ERP, BI and finance systems
  • Strategic and operational scenario groups from internal control to payroll
  • Cold-start configuration wizard and a project workspace specification

When to use it

  • Running internal control tests or SOX deficiency assessments through an agent
  • Preparing board and management reports with KPI root-cause analysis
  • Guiding a finance team through month-end close checklists

Who it is for: Finance teams and developers building AI agents for CFO-office tasks.

How it fits with Hermes Agent

The repository is tagged hermes-agent and openclaw as a general agent skill system; the opening part of the README does not show Hermes-specific install steps.

Note: The README and skill content are written mainly in Chinese.

FAQ

What is Finance Skills?

Finance Skills is a skill system that gives AI agents structured finance workflows. Each scenario has a master skill, atomic skills and supporting knowledge files.

Does Finance Skills work with Hermes Agent?

The repository is tagged hermes-agent and describes itself as a skill system for AI agents. The opening part of the README does not include Hermes-specific setup, so check the repository docs before installing.

Is Finance Skills free and open source?

Yes, the repository is released under the MIT license.

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