STEP 01 — SOLVE IT ONCE
Craft your own custom workflow with an AI agent
Claude
MosoFin connectedread-only
Compare March vs February P&L, flag the biggest variances, and write a client-ready summary.
Running a 5-step workflow across 3 reports…
Pulled P&L — Marchget_profit_and_loss
Pulled P&L — Februaryget_profit_and_loss
Computed month-over-month variancesdiff + rank
Isolated the top 3 driversget_general_ledger
Wrote a client-ready summaryformat → memo
P&L VARIANCE · MAR vs FEB
Revenue$187k +$29k
COGS$71k +$9k
Software$18k +$4k
Net Profit$41k +$12k
CLIENT SUMMARY
Revenue drove a $12k profit gain. Watch software — up $4k on new seats.
STEP 02 — REUSE THE METHOD
Turn the workflow into a skill
Claude
That was
5 steps across 3 reports. Want me to save this as a reusable skill so next month is one click?
I'll keep the method — your data, permissions & audit history stay in this workspace.
investigate-pl-variance
Packaging 8 files · SKILL.md, steps, output template…
STEP 03 — STORED IN MOSOFIN
Auto-synced to your portal
SKILLS MANAGER
Skills Manager
3 stored3 enabled
8 filesfinancials
substantiate-balance-sheet
Confirm each balance-sheet account is real, current & supportable.
Enabled● on
JUST ADDED8 filesfinancials
investigate-pl-variance
Month-over-month P&L variance with drivers & a client summary.
Enabled● on
8 filesfinancials
review-close-readiness
Check whether a month's books are ready to close.
Enabled● on
Skill created & synced
investigate-pl-variance is live in your MosoFin portal
Every skill lands in one library — view, enable and manage it anytime.
STEP 04 — REUSE NEXT MONTH
One pass, same method
Claude
MosoFin connectedread-only
Run the investigate-pl-variance skill for April.
skill: investigate-pl-variance
5 steps → 1 pass · 1.8s
P&L VARIANCE · APR vs MAR
Revenue$204k +$17k
COGS$77k +$6k
Payroll$52k +$5k
Net Profit$47k +$6k
CLIENT SUMMARY
Another +$6k profit month. Revenue keeps climbing; payroll is the new driver to watch.
Same method, fresh numbers — the month-end review in one step.
MosoFin
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Claude