Tools

For internal auditors running SOX tests: lists key controls by area (revenue, procure-to-pay, payroll, close, ITGC) and period, sets sample sizes, samples from your population, and generates test workpaper templates and deficiency assessments. Needs professional review. Official from Anthropic.

Account reconciliation following accounting methodology: GL to subledger, bank reconciliations and intercompany balances, with reconciling items categorized, aged and escalated. Part of Anthropic's official finance plugin; results need professional review.

Helps accountants prepare month-end journal entries: debit/credit treatment for accruals, prepaid amortization, depreciation, payroll and revenue recognition, plus required support and review checklists, following US GAAP. Not financial advice; review before posting. From Anthropic's finance plugin.

Turns resolved tickets, common questions or workarounds into publish-ready knowledge base articles, structured as how-to guides, troubleshooting, FAQs or known issues, and optimized for search. From Anthropic's official customer-support plugin.

Pulls verbatim customer quotes on a topic from call transcripts, meeting notes and emails, tagging each with speaker, account and date, and summarizes recurring themes into voice-of-customer findings for product and marketing. Connect Gong, email or drive, or upload transcripts. By Anthropic.

Customer support plugin: triages and prioritizes tickets with routing suggestions, drafts customer replies, packages escalations, researches customer issues across sources and turns resolved issues into knowledge base articles. Official from Anthropic.

Produces monthly, quarterly or annual income statements with prior-period, year-over-year and budget comparisons, flagging material variances. Includes balance sheet and cash flow formats plus GAAP presentation and period-end adjustment references. From Anthropic's finance plugin; get it reviewed.

Before replying to a customer, verifies answers across the knowledge base, past tickets, CRM and chat history, grades confidence and cites sources; can also find whether an issue was reported before or what a customer was told. From Anthropic's official customer-support plugin.

Helps small business owners collect overdue payments: finds overdue invoices in QuickBooks, Xero, PayPal or Stripe and drafts reminder emails with a tone suited to each customer's payment history, sent only after your approval. Without a connection, upload an AR aging CSV. By Anthropic.

Tax prep for US small business owners: estimates quarterly taxes from QuickBooks, Xero or an uploaded P&L, and at year end lists contractors paid over $600 for 1099-NEC, flagging missing W-9s, for your accountant. US federal only; books must be closed. Not tax advice. From Anthropic.

Triages support tickets: extracts the issue and urgency signals, categorizes and assigns P1 to P4 priority, checks for duplicates or known issues, suggests the team to route to and drafts the first response. Part of Anthropic's official customer-support plugin.

Support for small merchants: reads customer emails, checks orders and refunds in Stripe, PayPal, Square or Shopify, and drafts replies in the owner's voice per your refund policy; can refund via Stripe or Square after explicit approval. Works with pasted emails too. Official from Anthropic.

Adds a searchable, copyable text layer to scanned PDFs, with automatic deskew, rotation and size optimization, outputting PDF/A by default. Built on Tesseract, supports 100+ languages and runs fully locally.

Runs the cognee memory engine as an MCP server whose remember, recall and forget tools write documents and conversations into a knowledge graph and vector store for cross-session retrieval. Start it with Docker or uv first; needs an LLM API key by default, or connect to Cognee Cloud.

Office command-line tool built for AI agents: a single binary that creates, reads and edits Word, Excel and PowerPoint files without Office installed, and renders them to HTML or PNG so agents can check the layout.

Writes conversations and business data into Graphiti's temporal knowledge graph so agents can retrieve long-term memory by entity, fact and time. Open source from Zep; start FalkorDB or Neo4j and the server with Docker first, and configure an LLM API key.

Support persona skill for the gws CLI: triages support-labeled Gmail, turns emails into tasks, logs tickets in Google Sheets, escalates urgent issues to Chat and books follow-ups. Needs gws authorized via your own Google Cloud project plus its companion skills; not officially supported by Google.

Official CLI (actual) for the local-first budget app Actual Budget: query and edit accounts, transactions, categories, payees, rules and budgets on your sync server, with JSON output and CSV export for agent bookkeeping. Needs Node.js 22+ plus your server URL, password and budget Sync ID.

A virtual executive team for founders: 33 skills act as CEO, CFO, CMO, CTO, legal and other advisors on strategy decisions, board materials, financial scenarios, M&A and org diagnostics, with Python analysis scripts. Persona subagents require the separate c-level-agents plugin.

Finance plugin: ratio analysis, DCF valuation, budget variance, revenue and cash-flow forecasts, SaaS metrics like ARR, churn, LTV and CAC, and peer-comparison fundamentals for US and Indian listed companies. Includes Python scripts. Not investment advice; needs professional review.

For SaaS customer success teams: three standard-library Python scripts turn customer data into health scores, churn-risk tiers and ranked expansion opportunities, with reproducible results. Needs Python and customer data in the sample JSON format. Part of the claude-skills collection.

Helps finance teams with ratio analysis, DCF valuation, budget variance analysis and rolling forecasts, using bundled Python scripts so the numbers can be recomputed. Needs Python locally and financial data prepared as JSON; have a professional review the results.

Financial research terminal agent, like Claude Code for finance: breaks company research questions into steps, pulls financial statements and market data, and self-checks before answering. Needs Bun, a model API key and a Financial Datasets API key; for learning and research only.

CLI and library for evaluating and red-teaming LLM apps: compare prompts and model outputs in bulk, scan for security vulnerabilities and plug into CI/CD, with evals running locally. Now part of OpenAI and still open source under MIT.