# Tools > Every listed resource, editors’ picks first. The filters below can be combined. - Search: append `?q=` to the URL. Separate several keywords with spaces; all of them must match. Matches name, repository, tags, professions, description and README. - Filter by type: append `?type=` to the URL. - Filter by profession: append `?profession=` to the URL. Separate several ids with commas; a resource matches when it suits any of them. Ids are listed at https://hebbmind.com/api/v1/professions - Filter by tag: append `?tag=` to the URL. Separate several tags with commas; a resource must carry all of them. Tags are listed at https://hebbmind.com/api/v1/tags Type Plugin, Resources for Finance / Accounting: 40 items. > Bookkeeping, reconciliation, financial statements, budgets and tax. - [document-skills](https://hebbmind.com/ja/plugin/anthropics-skills.md): [Plugin] Anthropic's document skills, the implementation behind Claude's file features: create, edit and analyze Word, Excel, PowerPoint and PDF files, including tracked changes, comments, formulas and form filling. Source-available, not under an open-source license. - [Claude for Financial Services](https://hebbmind.com/ja/plugin/financial-services.md): [Plugin] Anthropic's financial-services plugin marketplace: skills, commands and agents for valuation models (DCF, LBO, comps), banking materials, sell-side research, private equity and fund ops, with FactSet, Morningstar and other connectors that may need vendor subscriptions or keys. - [Knowledge Work Plugins](https://hebbmind.com/ja/plugin/knowledge-work-plugins.md): [Plugin] Anthropic's knowledge-work plugin marketplace, bundling skills, commands and connectors by role: sales, support, product, marketing, legal, finance, HR, data and more, plus many partner plugins. Built mainly for Cowork; also works in Claude Code. - [Investment Banking](https://hebbmind.com/ja/plugin/investment-banking.md): [Plugin] Anthropic's official investment banking plugin: drafts CIMs, blind teasers, process letters and buyer lists, builds one-page company profiles and pitch decks, runs accretion/dilution merger models and tracks deals. Installing the financial-analysis core plugin first is recommended. - [S&P Global Plugin](https://hebbmind.com/ja/plugin/spglobal.md): [Plugin] Partner plugin from Kensho, part of S&P Global: uses Capital IQ data to produce one- to two-page company tearsheets as Word docs, earnings previews, and M&A deal summaries by sector or company. Needs a Capital IQ Pro or S&P LLM-ready API subscription; needs expert review. - [Valuation Reviewer](https://hebbmind.com/ja/plugin/valuation-reviewer.md): [Plugin] Anthropic's official fund admin agent plugin: reads GP valuation packages, reviews each portfolio company's valuation against the template, calculates fund NAV, carried interest and LP distributions, and assembles LP reports for review. Connect your own portfolio data sources. - [LSEG Financial Analytics](https://hebbmind.com/ja/plugin/lseg.md): [Plugin] Partner plugin from the London Stock Exchange Group: with LSEG data connected, 8 commands cover bond relative value, swap curves, FX carry, option volatility, fixed income portfolios, Treasury futures basis and macro rates analysis. Needs an LSEG account and data entitlements. - [Pitch Agent](https://hebbmind.com/ja/plugin/pitch-agent.md): [Plugin] Anthropic's official investment banking agent plugin: for a target and deal situation, pulls comparable companies and precedent transactions, builds DCF, LBO and football field valuations, then fills the bank's PowerPoint template and checks the pitch. Data comes from the CapIQ MCP (subscription). - [GL Reconciler](https://hebbmind.com/ja/plugin/gl-reconciler.md): [Plugin] 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. - [Model Builder](https://hebbmind.com/ja/plugin/model-builder.md): [Plugin] Anthropic's official finance agent plugin: builds DCF, LBO, three-statement and comps models from scratch in Excel from a ticker and assumptions, all in formulas with built-in audits and sensitivity analysis. Historicals and consensus come from CapIQ and Daloopa MCPs (subscriptions). - [Month-End Closer](https://hebbmind.com/ja/plugin/month-end-closer.md): [Plugin] 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. - [Private Equity](https://hebbmind.com/ja/plugin/private-equity.md): [Plugin] Anthropic's official private equity plugin covering deal sourcing with CRM dedupe, founder outreach, quick CIM screening, diligence checklists, IRR/MOIC returns analysis, IC memos and portfolio monitoring. - [Financial Analysis](https://hebbmind.com/ja/plugin/financial-analysis.md): [Plugin] Core financial modeling plugin: builds DCF, LBO, three-statement and comps models, reviews Excel models and banking decks, and centrally configures financial data connectors. The foundation plugin of Anthropic's official financial services suite. - [Fund Administration](https://hebbmind.com/ja/plugin/fund-admin.md): [Plugin] 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. - [Small Business](https://hebbmind.com/ja/plugin/small-business.md): [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. - [Finance](https://hebbmind.com/ja/plugin/finance.md): [Plugin] 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. - [C-Level Advisory Skills](https://hebbmind.com/ja/plugin/c-level-advisor.md): [Plugin] 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 Skills (claude-skills)](https://hebbmind.com/ja/plugin/alirezarezvani-finance.md): [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. - [Public Equity Investing](https://hebbmind.com/ja/plugin/public-equity-investing.md): [Plugin] OpenAI's official Codex plugin for equity investors: earnings previews and recaps, DCF, three-statement and comps valuation, model updates, long/short pitches, catalyst calendars, sizing and hedging, and investment memos. Works with FactSet and PitchBook (paid) or uploads and public sources. - [Finance Skills](https://hebbmind.com/ja/plugin/finance-skills.md): [Plugin] Plugin marketplace for investment research: six plugin groups covering yfinance market data, earnings previews and recaps, DCF valuation, option payoff charts, ETF premiums, read-only news from X, Discord and other social sources, and TradingView data. Research only, not investment advice. - [daymade-financial](https://hebbmind.com/ja/plugin/daymade-financial.md): [Plugin] Investment research suite from the daymade marketplace: 9 skills for China A-share news, policy, sector moves and filings, US fundamentals via yfinance, Bigdata.com and other data, and stress-testing investment theses from the opposing side. Some data sources need API keys. - [Claude Equity Research](https://hebbmind.com/ja/plugin/claude-equity-research.md): [Plugin] US stock research: /trading-ideas:research gathers earnings, peer valuations, unusual options and insider trades via web search and writes an analyst-style report with rating, price target and bull/bear cases. Needs a paid Claude plan. Web data can be wrong; not investment advice. - [WPS Skills](https://hebbmind.com/ja/plugin/wps-skills.md): [Plugin] Controls local WPS Writer, Spreadsheets and Presentation via MCP with 200+ tools (formulas, pivot tables, layout, slide polishing) plus companion skills. The plugin installs only the skills; build the MCP server and WPS add-in per the README. Needs WPS Office and Node.js 18+. - [shinkoku](https://hebbmind.com/ja/plugin/shinkoku.md): [Plugin] Japan tax return (kakutei shinkoku) plugin for sole proprietors and employees: bookkeeping, receipt OCR, year-end statements, income and consumption tax, and browser automation for the NTA filing site. Japan only; needs Python 3.11+, uv and Claude in Chrome or Playwright. Review before filing. - [NetSuite AI Companion](https://hebbmind.com/ja/plugin/netsuite-ai-companion.md): [Plugin] Official Oracle NetSuite plugin for the AI Connector: has AI use standard reports and saved searches first, applies debit/credit, multi-subsidiary consolidation and currency rules, and safety-checks SuiteQL to avoid reporting errors. Needs NetSuite with AI Connector; finance should verify. - [NetSuite Finance Analyst](https://hebbmind.com/ja/plugin/netsuite-finance-analyst.md): [Plugin] Official Oracle NetSuite plugin that uses live NetSuite data for CFO dashboards, budget vs. actuals, month-end close readiness, journal entry review, AR/AP aging and cash runway analysis, and drafts board updates. Needs NetSuite with the AI Connector enabled; have finance review results. - [Finance Guru](https://hebbmind.com/ja/plugin/finance-guru.md): [Plugin] Self-hosted family office system: 11 specialist agents use tested Python calculators for risk, Monte Carlo and backtests, store broker CSVs in local SQLite and gate purchases with guardrails; mostly US equities. Needs Python 3.12+, uv and CLI comfort. Educational only, not investment advice. - [EODHD Claude Skills](https://hebbmind.com/ja/plugin/eodhd-claude-skills.md): [Plugin] EODHD's official plugin (remote MCP, 7 workflow skills, an analyst subagent): quotes, fundamentals and macro data from 70+ exchanges worldwide, company briefs, stock screening and portfolio risk analysis. Needs an EODHD account; free tier: 20 calls/day, basic US data only. Not investment advice. - [Pigment AI Plugins](https://hebbmind.com/ja/plugin/ai-plugins.md): [Plugin] Pigment's official plugin: bundles the Pigment MCP and 30+ modeling skills to query business data and compare budget vs. actuals in plain language; with advanced mode on, build budget and forecast models, metrics and boards. Needs an enterprise Pigment workspace with MCP on; have finance review. - [Carta Cap Table](https://hebbmind.com/ja/plugin/carta-cap-table.md): [Plugin] Carta's official equity plugin: ask about cap tables, option grants and vesting, SAFE conversions, 409A valuation history and liquidation waterfall scenarios, plus compensation benchmarks and drafting share issuances. Needs a Carta account (OAuth); collects usage telemetry. Have results reviewed. - [Carta Investors](https://hebbmind.com/ja/plugin/carta-investors.md): [Plugin] 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. - [Airwallex AgentOS](https://hebbmind.com/ja/plugin/airwallex-agentos.md): [Plugin] Airwallex's official plugin: extract details from contracts or POs to create invoices and subscriptions, add beneficiaries from supplier documents, issue employee cards with limits, and summarize multi-currency balances and FX exposure. Needs an Airwallex business account; finance should review. - [Daloopa](https://hebbmind.com/ja/plugin/daloopa-plugin.md): [Plugin] Daloopa's official plugin: 21 skills on its sourced company fundamentals for company snapshots, earnings previews and reviews, DCF and comps, research notes, Excel models and pitch decks, with source links for each number. Needs a Daloopa account (OAuth, no API key); review results. - [Bigdata.com Plugin](https://hebbmind.com/ja/plugin/bigdata-com.md): [Plugin] Bigdata.com's official research plugin (RavenPack): search news, filings and call transcripts; run valuation snapshots, peer comps, earnings previews and recaps, risk and catalyst tracking, sector and macro research; draft investment memos. Needs a Bigdata.com account (free tier: one-time credits). - [BlackRock Advisor Center Skills](https://hebbmind.com/ja/plugin/advisor-center-agent-skills.md): [Plugin] BlackRock's official advisor plugin: on Advisor Center 360 data, run client portfolio reviews, fund health checks with opportunity flags, benchmark selection, portfolio construction and wealth projections, as visual cards. Needs an Advisor Center account; a licensed advisor must review results. - [Chronograph LP](https://hebbmind.com/ja/plugin/chronograph-lp-claude-plugin.md): [Plugin] Chronograph's official plugin for private markets LPs: using your Chronograph portfolio data, forecast cash flows, plan commitment pacing, scan look-through exposure and concentration, and prepare questions for GP meetings. Needs a Chronograph LP account and connector; results need expert review. - [Intuit QuickBooks](https://hebbmind.com/ja/plugin/quickbooks-claude-plugin.md): [Plugin] Intuit's official QuickBooks plugin: health checks on profit, cash flow, balance sheet and receivables, peer benchmarking and payroll cost analysis, and drafts payment reminders, estimates and invoices, confirming before writes. Needs QuickBooks Online (official connector); have finance review. - [Wingspan](https://hebbmind.com/ja/plugin/mcp-claude-plugin.md): [Plugin] Wingspan's official plugin: ask about your contractor roster, who is missing W-9s or other compliance docs, what is due this month and why a payment is stuck; also invite contractors and log draft bills. Writes are previewed and it never sends money. Needs a Wingspan payer account; US-focused. - [Chronograph GP](https://hebbmind.com/ja/plugin/chronograph-gp-claude-plugin.md): [Plugin] Chronograph's official plugin for private equity GPs: from your Chronograph portfolio data, generate portfolio company one-pagers, quarterly fund review packs, valuation memos, TVPI attribution and budget variance analysis. Needs a Chronograph GP account and connector; results need expert review. - [Zocks Advisor Intelligence](https://hebbmind.com/ja/plugin/zocks-agent-plugins.md): [Plugin] Zocks' official advisor plugin: 7 skills on Zocks-recorded client meetings: behavior profiles, attrition risk rankings, held-away asset leads, household profiles and annual review packs, plus next actions and tax opportunity lists. Needs a Zocks account; licensed pros must review advice.