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 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.

Generates people analytics reports from employee data: headcount snapshots, voluntary and involuntary attrition, diversity metrics, spans of control and flight risk, with findings and recommendations for leadership. Needs an uploaded employee CSV or a connected HRIS. Official from Anthropic.

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.

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.

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.

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.

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.

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.

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.

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 official skill that pulls the 80+ rules of Vercel's writing handbook online to review docs and copy for voice, structure, content types, code examples and formatting, listing issues as file:line.

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.

Turns websites and Electron desktop apps into deterministic CLIs, with built-in adapters for Reddit, Hacker News, Bilibili, Zhihu, Xiaohongshu and more, and lets agents operate any page through your signed-in Chrome. Needs its companion browser extension.

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.

Marketing team plugin with 40+ skills for copy and content, SEO and AI search optimization, conversion optimization, email and social, paid ads, growth strategy and competitor analysis, plus Python analysis scripts. Most need no account; a few, like YouTube transcripts, need API keys.

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.

Proofreads drafts: once you explain the text's purpose, it finds grammar, logic and flow issues and gives located suggestions with reasons, without rewriting the whole piece or changing your voice. Rules and examples target English. Part of PM Skills; no extra account needed.

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.