finance-pack

Plugin finance-pack from marketplace msp-claude-plugins in WYRE-AI/msp-claude-plugins. Commands read from the repo's manifest — yesterday.

Skills (5)

• Agreement Reconciliation

  Reconciling PSA contract/agreement entitlements (seats, hours, recurring services) against invoiced reality in an accounting platform, across any combination of PSA (Autotask, HaloPSA, ConnectWise, Syncro) and accounting platform (QuickBooks Online, Xero). Covers building the entitlement ledger, the

• Churn Scanner

  Cross-vendor client retention risk ranking from ticket volume, customer sentiment, SLA misses, overdue invoices, upcoming agreement renewals, and RMM availability proxies. Covers evidence-based scoring, source coverage, and incomplete-data reporting through Conduit. When scanning an MSP client portf

• License True-Up

  Three-way seat reconciliation per client per SKU: seats provisioned in a cloud marketplace (Pax8, Sherweb) vs. seats billed in accounting or PSA billing vs. seats actually deployed in the tenant (microsoft-graph or CIPP). Covers the finding class for each pairwise mismatch, disabled users holding pa

• Margin Analysis

  Per-client and per-service-line margin computation for an MSP: revenue from PSA billing or accounting invoices, cost of goods from Pax8/Sherweb wholesale pricing, and estimated labor from PSA time entries × a loaded technician rate. Covers the full-margin / gross-margin-only / cost-data-unavailable

• Renewal and Price-Increase Prep

  Composes Agreement Reconciliation and Margin Analysis into per-client talking points for an upcoming renewal or a price-increase conversation. Grounds every point in returned contracts, invoices, hours, and marketplace data, and produces a partial brief when a source is missing rather than inventing

Slash commands (3)

• /finance-pack:month-end-recon

  Run the full billing-drift sweep for a billing period, formatted as a month-end reconciliation report

• /finance-pack:renewals

  List upcoming contract and subscription renewals within a window, sorted by date

• /finance-pack:true-up

  Run the license true-up reconciliation for one client or the whole portfolio

Subagents (3)

• billing-drift-detector

  Use this agent when an MSP billing team, controller, or account manager needs to run a portfolio-wide sweep for contract-vs-invoice mismatches — surfacing every client where the PSA agreement and the accounting invoice disagree, ranked by dollar impact. Trigger for: billing drift, are we billing cor

• profitability-ranker

  Use this agent when an MSP owner, operations leader, or finance lead needs to rank clients from most to least profitable using actual revenue and cost data, flagging any operating at a loss. Trigger for: client profitability, which clients are most profitable, margin ranking, unprofitable clients, w

• renewal-calendar-builder

  Use this agent when an MSP account manager, sales leader, or operations manager needs a forward-looking view of every upcoming contract and subscription renewal across the connected PSA and cloud-marketplace distributors, with recommended lead time per renewal. Trigger for: contract renewals, what's

MCP servers (1)

• conduit

  connects to: https://conduit.wyre.ai/v1/mcp

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