Outils

Anthropic's official finance agent plugin for fund accounting: reconciles the general ledger and subledger by trade date, lists breaks, traces causes and builds an exception report for sign-off without posting. Runs in Claude Code or Cowork; connect your own GL and subledger data via MCP.

Anthropic's official finance agent plugin: runs month-end close for an entity and period, producing accrual details and draft journal entries, roll-forward reconciliations and P&L and balance sheet variance commentary, packaged for controller approval without posting. Needs a GL data source.

Anthropic's official fund administration plugin covering GL reconciliation and break tracing, accrual schedules, roll-forwards, variance commentary and NAV tie-outs, for fund operations and finance teams.

Official Anthropic fund admin skill: matches general ledger and subledger exports for a date or period line by line, lists mismatched amounts, quantities, posting dates and one-sided entries, suggests causes such as timing, FX or mapping, and writes a break report. Needs accountant review.

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.

130+ office skills for contract review, NDAs, job descriptions, offer letters, invoices and expenses, meeting notes, email, and Excel, PowerPoint and PDF work. Writing skills work as-is; Airtable, Slack and other automations need those services. Legal and finance output needs expert review.

Carta's official plugin for VC and PE fund finance and IR teams: query fund NAV, performance and benchmarks, pull Form ADV data, build management company budgets and consolidated statements in Excel, and generate LP annual meeting materials. Needs a Carta fund admin account; results need review.