Where did your agency's money go?
Two free Claude skills for agency and service-business owners, from Sumzee.
Revenue grows, but the bank balance doesn't. The P&L looks fine while one client quietly loses money. Reporting takes hours, and nobody agrees which numbers are right.
These skills give you a straight answer from the spreadsheets you already have — in about 15 minutes, inside your own Claude account.
A real run on a fictional 15-person agency. Open the full dashboard.
▶ See it work in 2 minutes: watch the video
What's inside
| Skill | What you give it | What you get |
|---|
| Profit Agent | Whatever you track money in: bank export, invoice list, expense sheet, P&L, timesheet. Messy is fine. | A one-page dashboard: healthy / needs attention / at risk, profit before and after you pay yourself, metrics for your business model against clear norms, and 2–3 actions with a euro effect ("collect two overdue invoices → +€20,400"). |
| System Builder | A short interview, plus your spreadsheets if you have them. | Your finance and operations system drawn as a schema, then built in your own Airtable with your history moved in — clients, projects, payments, costs. |
Start with the Profit Agent. It shows what you can see today and what data is missing; the System Builder then sets up a place to collect it.
Install
In the Claude app (claude.ai, desktop or mobile) — no code needed
- Download the zip: Profit Agent · System Builder — or get both at sumzee.co/skills.
- In Claude: Customize → Skills → upload the zip, as is (don't unzip it).
- Make sure code execution is on, then say "Here are my finance files — how much are we actually making?" and attach them.
Step-by-step guides with screenshots are inside each zip (00_READ-ME-BEFORE-YOU-START_all-instructions.html), in English and Russian.
In Claude Code
/plugin marketplace add Sumzee/agency-finance-skills
/plugin install agency-finance@sumzee
The System Builder needs the Airtable connector (with access to a whole workspace) for the build step; everything before that works without it.
Try it without your own numbers
Download the sample agency: nine months of invented data for a 15-person agency — an invoice export, a bank export and a timesheet (browse the files). Attach the three files and ask the Profit Agent what's going on. (Spoiler: €156k profit, €20k in the bank.)
Your data stays yours
- The analysis runs inside your own Claude conversation. Sumzee never receives your files.
- Every number on the dashboard is computed by code, not estimated by the AI.
- The optional "Did this get it right?" box shares only your ratings — no amounts, no client names.
- The dashboard's optional "Set it up with Sumzee" and "Email the brief" buttons share a short brief, shown on the page first: business name, team size, revenue range, margin, verdict, and which data you have. It reaches Sumzee through Calendly booking notes or your email app, and only if you click.
- The install guides and the System Builder's schema page load fonts from Google Fonts.
- The result is a management view, not accounting or tax advice.
- Privacy policy
Want it finished for you?
The skills get you a first version. Sumzee sets up the rest for 10–30 person agencies: team forms, bank imports, one live dashboard across clients, projects, entities and currencies, and a 6-week cash forecast. First version on sample data within 48 hours.
Book a 30-minute call · sumzee.co
Questions and feedback
Open an issue or write to [email protected] — questions, bugs and "it got my business wrong" are all welcome.
MIT licensed. Built from two real systems: an agency with projects across several entities and currencies, and a subscription-based choir.
