Herramientas

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.

Gathers all agreements with a vendor from your CLM, CRM, email and drive, lists signed and missing MSAs, DPAs and SOWs, and flags upcoming expirations, auto-renewal notice windows and surviving obligations. Needs those connectors. From Anthropic's legal plugin; verify against originals.

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.

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.

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.

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.

Month-end reconciliation for small businesses: matches QuickBooks or Xero line by line against PayPal, Stripe and Shopify payouts, flags likely duplicates and missing receipts, explains the P&L in plain terms and exports a close package (Excel and PDF). CSVs work too. Official from Anthropic.

Reorder planning for small merchants: reads sales and stock from Shopify, Square, NetSuite or CSV, projects stockout dates from 7- and 28-day velocity, sizes reorders from 60-day usage plus lead time, drafts POs and supplier emails, and flags dead stock. Nothing is sent unapproved. By Anthropic.

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.

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.

Designs multi-email marketing sequences for onboarding, lead nurturing, win-back and launches, with full copy for each email, timing, branches and exit conditions, benchmarks and A/B test ideas. No email tool required. Part of Anthropic's official marketing plugin.

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.

Anthropic's official business operations plugin: vendor evaluations, process docs (flowcharts, RACI, SOPs), change requests, capacity planning, status reports and runbooks. Works without external tools and does more with ITSM and project management tools connected.

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.

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.

Distills your brand voice from existing material in Notion, Confluence, Google Drive, Gong and more into actionable guidelines, then writes and checks AI copy against them. Built by Tribe AI and included in Anthropic's official plugin collection; connect at least one source or provide documents.

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.

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.

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.

Account health checks for customer success managers: pulls CRM, email, calendar and call notes to score relationship, engagement, commercial (renewal and expansion), support and value delivery red/yellow/green, and can prep a QBR agenda. CRM preferred; uploads work. Official from Anthropic.

Makes social media routine for small business owners: keeps a rolling content calendar, learns the owner's voice before writing captions, adapts one image per platform, and waits for approval on each post. Image creation needs Canva; Shopify, HubSpot and Mailchimp are optional. By Anthropic.

Generates a full campaign plan from a marketing goal: objectives, audience, key messages, channel strategy, a week-by-week content calendar and success metrics, plus budget allocation if you give a budget. Suited to launches, acquisition and brand campaigns. From Anthropic's marketing plugin.