Инструменты

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 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.

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.

Language and toolset for double-entry bookkeeping in text files: bean-check validates the ledger, bean-format normalizes it, and Fava or beanquery handle reports and queries. Plain-text ledgers are easy for agents to generate and keep in version control.

Plain-text double-entry accounting: track income, expenses, investments and time, generate balance sheets, income statements and budget reports in one command, with CSV import and JSON output for agent reconciliation and reporting. Converts to and from Beancount.

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.

Official MCP and skills from freee, Japan's cloud accounting service: accounting, invoices, HR and payroll, timesheets, fixed assets and tax filings. Remote server with freee OAuth recommended; freee Sign e-contracts are local-only for now. Have an accountant check results.

Beancount plain-text accounting in Rust (rledger): validate ledgers, run BQL queries, build balance sheets and income statements, import bank CSV/OFX, track budgets, returns and capital gains. Has an MCP server and ag-rledger (JSON output) for agents. Tax figures need an accountant's review.

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.

Apideck's official MCP: one unified API to read and write invoices, ledgers and reports in QuickBooks, Xero, NetSuite and other accounting systems, plus HR, CRM and ATS data. Needs a paid Apideck account (30-day trial), API key and App ID, with your systems connected. An accountant should 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.

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.