# 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 Resources for Finance / Accounting: 142 items. > Bookkeeping, reconciliation, financial statements, budgets and tax. - [document-skills](https://hebbmind.com/ko/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. - [PDF](https://hebbmind.com/ko/skill/pdf.md): [Skill] Extracts text and tables from PDFs; merges, splits and rotates pages, adds watermarks, fills forms and OCRs scanned documents. The official Anthropic skill behind Claude's document features; source-available, not open source. - [Claude for Financial Services](https://hebbmind.com/ko/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/ko/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. - [Knowledge Work Plugins](https://hebbmind.com/ko/skill/knowledge-work-plugins.md): [Skill] Anthropic's role-based skill collection covering sales, finance, legal, HR, support, marketing, product, design, operations and data analysis: over a hundred skills you can install one at a time. Works best with CRM, data warehouse and other connectors. - [Stripe MCP](https://hebbmind.com/ko/mcp/stripe-modelcontextprotocol.md): [MCP] Lets agents call the Stripe API to manage customers, payments, subscriptions, invoices and refunds, and search Stripe docs and support articles. Maintained by Stripe; the remote server uses OAuth, or run it locally via npx with a secret key. - [Customer Billing Ops](https://hebbmind.com/ko/skill/customer-billing-ops.md): [Skill] Resolves subscription billing issues: checks customer and subscription state, separates duplicate purchases, team seats and failed payments, restores self-serve before refunding, and drafts the reply. Needs Stripe or similar tools connected; refunds move real money, so review them. - [XLSX](https://hebbmind.com/ko/skill/xlsx.md): [Skill] Creates, edits and analyzes Excel spreadsheets: formulas, formatting, charts and data cleaning, plus conversion between CSV, TSV and other tabular formats. The official Anthropic skill behind Claude's document features; source-available, not open source. - [Invoice Organizer](https://hebbmind.com/ko/skill/invoice-organizer.md): [Skill] Reads messy invoices and receipts (PDFs, scans, screenshots), extracts vendor, date and amount, renames and files them by vendor, category or year, keeps originals and can export a CSV for your accountant. Needs an agent with local file access; no account required. - [OpenBB Platform CLI](https://hebbmind.com/ko/cli/openbb-finance-cli.md): [CLI] Command-line edition of the open-source OpenBB investment research platform: query stock prices, financial statements, macroeconomic and other financial data from the terminal, and automate data pulls with Routine scripts. Officially maintained; some sources need API keys. - [team-composition-analysis](https://hebbmind.com/ko/skill/team-composition-analysis.md): [Skill] Plans teams for seed to Series A startups: which roles to hire at each stage and in what order, org structure, plus salary, equity ranges and headcount budget. Compensation benchmarks are 2024 US market data; adjust for your market and have finance and legal review the plan. - [3-statement-model](https://hebbmind.com/ko/skill/3-statement-model.md): [Skill] Completes and populates three-statement financial model templates, linking the income statement, balance sheet and cash flow with formulas and checking that the balance sheet balances and cash ties out, with no hardcoded values. Part of Anthropic's official financial-analysis plugin. - [merger-model](https://hebbmind.com/ko/skill/merger-model.md): [Skill] Builds M&A accretion/dilution models: sources and uses, pro forma EPS and goodwill amortization impact, with sensitivities on synergies, premium and cash/stock mix, in an Excel workbook. You supply share prices, EPS and deal terms. From Anthropic's investment-banking plugin; needs expert review. - [Investment Banking](https://hebbmind.com/ko/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/ko/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/ko/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/ko/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. - [Claude for Financial Services](https://hebbmind.com/ko/skill/financial-services.md): [Skill] Anthropic's official financial services skills for investment banking, equity research, private equity, fund admin and wealth management: comps, DCF, LBO, three-statement models, CIMs, earnings reviews, IC memos, GL reconciliation and more. Outputs need expert review. - [Pitch Agent](https://hebbmind.com/ko/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/ko/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. - [clean-data-xls](https://hebbmind.com/ko/skill/clean-data-xls.md): [Skill] Official Anthropic skill for cleaning messy Excel exports: trims spaces, standardizes case and dates, converts text numbers, dedupes, and flags mixed types, garbled text and errors. Keeps originals via helper-column formulas and confirms each step. Works in Claude for Excel; local files need Python. - [Model Builder](https://hebbmind.com/ko/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/ko/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/ko/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. - [audit-xls](https://hebbmind.com/ko/skill/audit-xls.md): [Skill] Official Anthropic finance skill that checks Excel for formula errors like #REF!, numbers hardcoded in formulas, sum ranges that miss rows and mixed units; on full models it also checks the balance sheet balances and cash ties. Lists issues and fixes and asks before changing anything. - [dcf-model](https://hebbmind.com/ko/skill/dcf-model.md): [Skill] Builds a DCF valuation in Excel: pulls figures from SEC filings and research, projects free cash flow, computes WACC and terminal value, and adds sensitivity tables. Derived values are formulas, inputs cite sources, and each step is confirmed with you. From Anthropic's financial-analysis plugin. - [lbo-model](https://hebbmind.com/ko/skill/lbo-model.md): [Skill] Official Anthropic LBO modeling skill: builds sources and uses, operating projections, debt schedule and IRR/MOIC returns in an Excel template, with every calculation as a formula and each section checked with you. Works in the Excel add-in or generates files with local Python; needs expert review. - [comps-analysis](https://hebbmind.com/ko/skill/comps-analysis.md): [Skill] Official Anthropic comparable company analysis skill: selects listed peers, compiles operating metrics and multiples like EV/EBITDA and P/E with percentiles, and outputs a comps table in Excel for valuation, IPO or financing pricing. Prefers paid sources like FactSet but can use SEC filings. - [Financial Analysis](https://hebbmind.com/ko/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/ko/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. - [gl-recon](https://hebbmind.com/ko/skill/gl-recon.md): [Skill] 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. - [accrual-schedule](https://hebbmind.com/ko/skill/accrual-schedule.md): [Skill] Builds the month-end accrual schedule: calculates each accrual for the period under company policy, notes the basis and drafts journal entries; drafts only, never posts, for controller review. A skill in Anthropic's official fund-admin plugin; supply your accrual policy list and GL data. - [OCRmyPDF](https://hebbmind.com/ko/cli/ocrmypdf.md): [CLI] 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. - [OfficeCLI](https://hebbmind.com/ko/cli/officecli.md): [CLI] 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. - [Close Management](https://hebbmind.com/ko/skill/close-management.md): [Skill] 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. - [financial-statements](https://hebbmind.com/ko/skill/financial-statements.md): [Skill] 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. - [AP Processor](https://hebbmind.com/ko/skill/ap-processor.md): [Skill] 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. - [Invoice Chase](https://hebbmind.com/ko/skill/invoice-chase.md): [Skill] 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. - [Inventory Planner](https://hebbmind.com/ko/skill/inventory-planner.md): [Skill] 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. - [Audit Support](https://hebbmind.com/ko/skill/audit-support.md): [Skill] 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. - [Cash Flow Snapshot](https://hebbmind.com/ko/skill/cash-flow-snapshot.md): [Skill] 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. - [Journal Entry Preparation](https://hebbmind.com/ko/skill/journal-entry-prep.md): [Skill] 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. - [Small Business](https://hebbmind.com/ko/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. - [SOX Compliance Testing](https://hebbmind.com/ko/skill/sox-testing.md): [Skill] 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-season-organizer](https://hebbmind.com/ko/skill/tax-season-organizer.md): [Skill] 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. - [Month End Prep](https://hebbmind.com/ko/skill/month-end-prep.md): [Skill] 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. - [Payroll Prep](https://hebbmind.com/ko/skill/payroll-prep.md): [Skill] 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. - [Finance](https://hebbmind.com/ko/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. - [comp-analysis](https://hebbmind.com/ko/skill/comp-analysis.md): [Skill] 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. - [variance-analysis](https://hebbmind.com/ko/skill/variance-analysis.md): [Skill] 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. Next page: https://hebbmind.com/ko/tools.md?page=2&profession=finance