Kits / Claude skills
Ask Your Business Numbers Kit
Two Claude skills and a library of 60 questions that turn your own sales, jobs and costs spreadsheet into answers, charts and a monthly summary, with the working shown so you can check every figure.
A$39
Download: 2 Claude skills, each as its own zip, 4 guides, a practice file and a printable guide. Version 1.0, November 2026.
By buying you accept the terms of sale on this page.
Buy and downloadWhat's inside
- ask-your-numbers skill
- Answers questions about your spreadsheet with the figure first, then a line that says which rows and sums it used, then a table or chart.
- monthly-numbers-review skill
- Builds a one-page summary of the month beside last month and last year, three things worth a closer look, and questions for your accountant.
- Question library
- 60 questions that work, grouped by topic, each group listing the columns it needs.
- Getting your numbers ready
- What to export, which columns to delete before you upload, and a six-point tidy-up checklist.
- Monthly review routine
- A 30-minute routine with the prompt to paste and a way to keep a year of summaries.
- Dashboard prompt
- Builds a one-page dashboard of the figures you check most, and the prompt to rebuild it each month.
- Practice data
- A year of made-up jobs for a small trade business, to try the skills before you use your own records.
Who it's for
- You run a small business or side business and keep records in a spreadsheet, accounting software, a point-of-sale system or an online shop.
- You can export a report as a CSV or Excel file.
- You use Claude, or are happy to open a Claude account. The questions also work in other assistants that read spreadsheets.
What you do
- Install the two skills in Claude, one zip each.
- Try three questions on the practice file.
- Export your own records, delete the columns you don't need, and ask your questions.
Not for you if
- You want bookkeeping, BAS or tax figures done for you. The skills read your records. Your accountant or BAS agent still does the books.
- You want forecasts or targets. The skills only report what your records show.
- Your records hold client details you are not allowed to upload to an online service.
Time and running costs
Time. About an hour for the first run, including the practice file. Then about 30 minutes a month for the review.
Running costs. A Claude plan that includes skills, with code execution switched on. Nothing else.
Good to know
- Each answer is set up to show how it was worked out, so you can check it against your own software.
- The skills are set up to work every figure out from your file, and to say what is missing when your records can't answer.
- Nothing in the kit is tax, legal or financial advice.
Questions people ask
Which Claude do I need?
A Claude plan that includes skills, with code execution switched on in Settings. Claude's help page on skills lists the plans. The guide shows where to switch it on.
Does my data stay private?
Your file is uploaded to Anthropic, Claude's maker, and kept with your chats under your account's privacy settings. The kit shows you which columns to delete first.
Terms of sale
- You are buying a download, sold once. There is no account, subscription or support service after the sale.
- Payment is taken by Stripe through Link, which is the seller of record and includes any sales tax in the price shown.
- After payment you get a download page that works for 180 days and 25 downloads.
- Rokito's products come with guarantees that cannot be excluded under the Australian Consumer Law. If a file is faulty or does not match its description, email plug@rokito.ai with your receipt.
A$39
Download: 2 Claude skills, each as its own zip, 4 guides, a practice file and a printable guide. Version 1.0, November 2026.
By buying you accept the terms of sale on this page.
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