Finance

Skills (8)

Claude uses these on its own when your request matches.

• audit-supportSupport 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-managementManage 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-statementsGenerate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a…
• journal-entry-prepPrepare 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.
• journal-entryPrepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review.
• reconciliationReconcile 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.
• sox-testingGenerate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control…
• variance-analysisDecompose 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.

MCP servers (6)

Added to Claude Code when you install the plugin. You sign in to Finance the first time it is used.

• snowflakeRemote
• databricksRemote
• bigqueryRemotehttps://bigquery.googleapis.com/mcp
• slackRemotehttps://mcp.slack.com/mcp
• google calendarRemote
• gmailRemote

Install

claude plugin marketplace add anthropics/knowledge-work-plugins && claude plugin install finance@knowledge-work-plugins

/plugin marketplace add anthropics/knowledge-work-plugins

/plugin install finance@knowledge-work-plugins