claude

accounting

Eight-phase accounting cycle — analyze, journal, ledger, trial balance, adjust, statements, close with 5 utility skills

3 on GitHubby Jonas Bromsv0.3.0MITupdated 18 days agoaccounting
/

Plugin accounting from marketplace metapowers in bromso/metapowers. Commands read from the repo's manifest — 18 days ago.

This plugin runs code on your machine — its hooks fire automatically on events like tool use. The exact commands are listed below; read them before installing.

What it installs

Skills (13)

  • adjust

    Record period-end adjusting entries — accruals, deferrals, depreciation, bad-debt and other estimates — with the calculation and rationale for each and the impact on net income. Use when the user has an unadjusted trial balance and needs revenue and expenses moved into the right period before statem

  • adjusted-balance

    Prepare the adjusted trial balance by applying adjusting entries to the unadjusted balances and verifying debits still equal credits. Use when the user has recorded the period-end adjustments and wants updated balances to prepare financial statements from. Not for the pre-adjustment check; see /acco

  • analyze

    Analyze a period's source documents — invoices, receipts, bank statements, payroll — into an entity profile, chart of accounts and a transaction register showing the accounts each one affects. Use when the user wants to close the books for a period starting from the transactions and source documents

  • audit

    Audit specific accounts or transactions — vouching, tracing, recalculation, confirmation and analytical procedures — with each finding's cause, effect and fix. Use when the user suspects a balance is wrong or wants an account tested against its supporting documents. Not for explaining the gap betwee

  • close

    Close revenue, expense and dividend accounts to retained earnings and prepare the post-closing trial balance that opens the next period. Use when the user has the period's financial statements done and wants the temporary accounts zeroed and balances rolled forward. Not for starting a period's close

  • controls

    Design internal controls — segregation of duties, approvals, reconciliations, reviews — mapped to the entity's error and fraud risks in a control matrix with owners. Use when the user worries about errors or fraud in cash, payroll or reporting and wants controls to prevent or catch them. Not for ass

  • journal

    Record numbered double-entry journal entries from the analyzed transaction register, each with balanced debits and credits. Use when the user has a transaction register for a period and asks to journalize it or book the transactions. Not for sorting everyday bank lines into accounts, or posting entr

  • ledger

    Post journal entries to the general ledger by account, with running balances, closing balances and a journal-to-ledger cross-reference. Use when the user has a period's journal entries and wants them posted to ledger accounts or needs each account's balance. Not for writing the journal entries thems

  • materiality

    Determine overall, performance and trivial materiality thresholds from a chosen benchmark plus qualitative factors, and apply them to known misstatements as adjust or pass. Use when the user asks whether a misstatement is big enough to fix or disclose, or needs a materiality level for an audit or cl

  • reconciliation

    Reconcile one ledger account to its bank, customer or vendor statement or sub-ledger, explaining every difference and listing the correcting entries. Use when an account's book balance does not agree with an outside statement or sub-ledger and the user needs the gap explained. Not for matching a who

  • statements

    Prepare the income statement, balance sheet and cash flow statement with notes from an adjusted trial balance. Use when the user has adjusted balances for a period and needs formal financial statements for it. Not for a P&L with commentary and runway straight from reconciled books, or for ratio anal

  • trial-balance

    Prepare an unadjusted trial balance from the general ledger and verify that total debits equal total credits, tracing any error. Use when the user has posted the ledger and wants to check the books balance before making period-end adjustments. Not for balances after adjusting entries; see /accountin

  • variance

    Compare actual results to budget, forecast or prior period line by line, with dollar and percentage variances and volume, price, mix or timing drivers. Use when actuals came in off plan and the user wants to know by how much and why. Not for a full performance review with KPI scorecard and reforecas

Hooks (1)

  • PreToolUse

    "${CLAUDE_PLUGIN_ROOT}"/hooks/phase-gate.sh

View source on GitHub bromso.github.io

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