Инструменты

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.

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.

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.

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.

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.

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 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.

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.

Official CLI (actual) for the local-first budget app Actual Budget: query and edit accounts, transactions, categories, payees, rules and budgets on your sync server, with JSON output and CSV export for agent bookkeeping. Needs Node.js 22+ plus your server URL, password and budget Sync ID.

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.

Classic plain-text double-entry accounting CLI: entries live in a text file and it produces balance, register, budget and other reports directly, with no database or hidden state, so agents can easily read and write ledgers, reconcile and report.

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.

A monthly CFO routine for small companies and agencies: pulls bank, receivables, payroll and expense data, categorizes and reconciles it, computes month-end cash, updates forecasts and writes a management snapshot, plus a weekly cash check. Needs your own config and account data; review the results.

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.

MCP for an open-source tax guide library: when answering income tax, VAT and payroll tax questions, agents cite up-to-date guides covering 200+ jurisdictions, some reviewed by named licensed accountants. Hosted, no install. Reference only; check with an accountant before filing.

Lets agents read and write QuickBooks Online customers, invoices, bills, journal entries and more, and generate balance sheets, P&L and cash flow reports. Official from Intuit; register a developer app for OAuth, then build from source and run locally.

Open-source accounting for Swedish sole traders and limited companies: 150+ MCP tools let AI categorize bank transactions, draft entries, reconcile and prepare VAT, payroll and year-end filings, all writes needing your approval. Hosted (OAuth) or self-hosted; accountant review advised.

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.

Lets agents read and write Xero accounting data: contacts, chart of accounts, invoices, payments, journals and reports such as profit and loss; payroll queries work only for NZ and UK organisations. Maintained by Xero; create a Custom Connection in the developer portal.

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.

Connects to Actual Budget, the open-source budgeting app: query accounts and transactions, analyze spending by category and payee, compare budget to actual, track cash flow and net worth; --enable-write adds editing of transactions, categories and rules. Needs an Actual server or local data.

hledger workflow that files bank and card CSV exports in a set folder layout and applies rules to build journals in one step, rebuilding when rules change. Needs hledger; download from Releases (macOS and Linux only). Have an accountant check the books.

Official CLI for Mercury, the business banking platform for startups: check balances and transactions, download statements, manage recipients, customers, invoices and cards, and send payments. JSON/YAML output helps agents reconcile. Needs a Mercury login or API token; confirm payments by hand.