claude

finance

Streamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed up audit prep, month-end close, and keeping your books clean.

0 on GitHubby Anthropicv1.1.0Apache-2.0updated 8 months ago
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Plugin finance from marketplace knowledge-work-plugins in 8GG-Git/knowledge-work-plugins. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (6)

  • audit-support

    Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

  • close-management

    Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

  • financial-statements

    Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.

  • journal-entry-prep

    Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

  • reconciliation

    Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

  • variance-analysis

    Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

Slash commands (5)

  • /finance:income-statement

    Generate an income statement with period-over-period comparison and variance analysis

  • /finance:journal-entry

    Prepare journal entries with proper debits, credits, and supporting detail

  • /finance:reconciliation

    Reconcile GL balances to subledger, bank, or third-party balances

  • /finance:sox-testing

    Generate SOX sample selections, testing workpapers, and control assessments

  • /finance:variance-analysis

    Decompose variances into drivers with narrative explanations and waterfall analysis

MCP servers (7)

  • snowflake
  • databricks
  • bigquery

    connects to: https://bigquery.googleapis.com/mcp

  • slack

    connects to: https://mcp.slack.com/mcp

  • ms365

    connects to: https://microsoft365.mcp.claude.com/mcp

  • google-calendar

    connects to: https://gcal.mcp.claude.com/mcp

  • gmail

    connects to: https://gmail.mcp.claude.com/mcp

View source on GitHub

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