Tools

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 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.

Compensation analysis for HR and managers: market pay percentiles by role, level and location, offer competitiveness checks and equity modeling; upload a pay sheet to find employees outside their band and flight risks. Without a comp data source it uses public web data, so verify. By Anthropic.

30/60/90-day cash flow forecasts for small businesses: reads receivables, payables and collections from your accounting system, PayPal or Stripe (or an uploaded CSV), gives a forecast with ranges and risk flags, and exports to Excel. Have an accountant review. Official from Anthropic.

Helps finance teams run month-end close: a close checklist sequenced from T+1 to T+5, task dependencies and critical path, a progress tracker and tips to shorten the close, useful for close calendars and status tracking. Needs professional review. Part of Anthropic's official finance plugin.

All-in-one plugin for small business owners: 44 skills covering cash flow and bookkeeping, collections and taxes, customer acquisition and marketing, customer feedback, inventory, hiring and contract review. Anything touching money or customers needs your approval. Official from Anthropic.

Data analysis plugin: writes queries in each SQL dialect, explores datasets, runs statistical tests, charts with Python and builds interactive HTML dashboards, then reviews methods and conclusions before sharing. Connects to Snowflake, BigQuery and other warehouses. Official from Anthropic.

Checks hours before payroll for US small businesses: totals regular time, overtime and PTO from Gusto, QuickBooks Payroll or timesheets, and flags missed punches, overtime anomalies, rate changes and mid-period hires or exits. Prepares only, never runs payroll. Official from Anthropic.

Methodology reference for US SOX 404 internal control audits: scoping significant accounts, sampling methods, workpaper and evidence standards, and classifying deficiencies, significant deficiencies and material weaknesses. Not audit or legal advice; needs professional review. By Anthropic.

Anthropic's official data skill that guides agents to write, translate and optimize SQL across Snowflake, BigQuery, Databricks, PostgreSQL and other warehouse dialects, including CTEs, window functions and analytical aggregations.

Finance and accounting plugin: prepares journal entries, reconciles accounts, generates income statements, runs variance analysis, manages month-end close and supports SOX audit testing. Can pull data from ERPs and data warehouses. Official from Anthropic.

Breaks budget-versus-actual, year-over-year and month-over-month variances into volume, price and mix drivers, filters by materiality thresholds, writes variance commentary and provides waterfall breakdowns for monthly business reviews. From Anthropic's official finance plugin.

Anthropic's official small-business skill for bills: reads vendor, amount and due date from email, PDFs or photos, dedupes, codes to accounts, matches POs and drafts a payment plan. Posting and paying each need approval; it never auto-pays. Works with QuickBooks, Xero, NetSuite or file export.

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.

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.

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.

Vercel's React Native and Expo best practices ranked by impact, covering list scrolling performance, Reanimated animations, navigation, UI patterns, state management and monorepo setup. Maintained by Vercel.

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.

Gives coding agents IDE-like symbol-level code search, editing and refactoring via language servers (LSP) across 40+ languages, with cross-session memory. An optional paid JetBrains plugin backend adds breakpoint debugging. Install with uv first.

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.

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.

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.