# Tools

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Resources for DevOps / SRE or ML / AI or Finance / Accounting, Tagged `bookkeeping`: 52 items.

> - DevOps / SRE: Deployment, monitoring, cloud resources and reliability.
> - ML / AI: Model training, evaluation and LLM application development.
> - Finance / Accounting: Bookkeeping, reconciliation, financial statements, budgets and tax.

- [Invoice Organizer](https://hebbmind.com/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.
- [Fund Administration](https://hebbmind.com/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/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.
- [Month-End Closer](https://hebbmind.com/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.
- [GL Reconciler](https://hebbmind.com/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.
- [accrual-schedule](https://hebbmind.com/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.
- [Month End Prep](https://hebbmind.com/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.
- [Small Business](https://hebbmind.com/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.
- [AP Processor](https://hebbmind.com/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/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.
- [financial-statements](https://hebbmind.com/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.
- [reconciliation](https://hebbmind.com/skill/reconciliation.md): [Skill] Account reconciliation following accounting methodology: GL to subledger, bank reconciliations and intercompany balances, with reconciling items categorized, aged and escalated. Part of Anthropic's official finance plugin; results need professional review.
- [tax-season-organizer](https://hebbmind.com/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.
- [Finance](https://hebbmind.com/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.
- [Payroll Prep](https://hebbmind.com/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.
- [Close Management](https://hebbmind.com/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.
- [Journal Entry Preparation](https://hebbmind.com/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.
- [Actual CLI](https://hebbmind.com/cli/actualbudget-cli.md): [CLI] 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.
- [pdfplumber](https://hebbmind.com/cli/pdfplumber.md): [CLI] Reads the exact position of every character, line and table cell in digital PDFs: the CLI exports layout-preserving text or CSV/JSON details, and the Python API extracts tables and form fields, ideal for invoices, statements and reports. Runs locally with Python; scans need OCR first.
- [Beancount](https://hebbmind.com/cli/beancount.md): [CLI] 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.
- [Ledger](https://hebbmind.com/cli/ledger.md): [CLI] 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.
- [ezBookkeeping Agent Skill](https://hebbmind.com/skill/ezbookkeeping.md): [Skill] Official skill for the open-source, self-hosted ezBookkeeping app: lets agents log transactions and query records in natural language, and read accounts, categories, tags and exchange rates. Deploy ezBookkeeping first (Docker supported) and configure its URL and API token.
- [ezBookkeeping](https://hebbmind.com/mcp/ezbookkeeping.md): [MCP] Self-hosted open-source bookkeeping app with a built-in MCP server: AI logs expenses in natural language and queries transactions, balances, categories, tags and exchange rates, keeping data on your server. Deploy via Docker or package, set enable_mcp, and create a token in security settings.
- [hledger](https://hebbmind.com/cli/hledger.md): [CLI] 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.
- [invoice2data](https://hebbmind.com/cli/invoice2data.md): [CLI] Extracts issuer, amount, date, invoice number and other fields from PDF invoices using YAML/JSON templates, exporting CSV, JSON or XML. Ships several text-extraction backends, OCR for scanned invoices and an optional AI fallback.
- [company-cfo](https://hebbmind.com/skill/company-cfo.md): [Skill] 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.
- [Claude Office Skills](https://hebbmind.com/skill/claude-office-skills-skills.md): [Skill] 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.
- [freee-mcp](https://hebbmind.com/mcp/freee-mcp.md): [MCP] 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.
- [Mustang](https://hebbmind.com/cli/mustangproject.md): [CLI] Open-source European e-invoicing tool whose CLI validates, extracts and creates ZUGFeRD, Factur-X and XRechnung invoices (PDF or XML) and renders XML invoices as readable HTML or PDF, for EU invoicing compliance. Needs Java; download the Mustang-CLI jar from the project site.
- [OpenAccountants](https://hebbmind.com/mcp/openaccountants.md): [MCP] 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.
- [QuickBooks Online MCP Server](https://hebbmind.com/mcp/quickbooks-online-mcp-server.md): [MCP] 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.
- [Accounted](https://hebbmind.com/mcp/accounted.md): [MCP] 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.
- [rustledger](https://hebbmind.com/cli/rustledger.md): [CLI] 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.
- [Xero MCP Server](https://hebbmind.com/mcp/xero-mcp-server.md): [MCP] 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.
- [ofxstatement](https://hebbmind.com/cli/ofxstatement.md): [CLI] Converts banks' proprietary statement exports into standard OFX files, so agents can batch-process transactions for import into GnuCash, HomeBank and other accounting apps. Needs Python plus a plugin for your bank; existing plugins are mostly for European banks, others need writing.
- [shinkoku](https://hebbmind.com/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 Finance Analyst](https://hebbmind.com/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/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.
- [factur-x](https://hebbmind.com/cli/factur-x.md): [CLI] Python library with a CLI for Factur-X (ZUGFeRD 2.x), the French-German e-invoicing standard: combine a regular PDF invoice and XML into a Factur-X invoice, extract the XML from invoice PDFs and validate it against the official XSD; also handles Order-X and UBL. Needs Python 3.
- [Actual Budget MCP Server](https://hebbmind.com/mcp/actual-mcp.md): [MCP] 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-flow](https://hebbmind.com/cli/hledger-flow.md): [CLI] 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.
- [Mercury CLI](https://hebbmind.com/cli/mercury-cli.md): [CLI] 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.
- [HLedger MCP Server](https://hebbmind.com/mcp/hledger-mcp.md): [MCP] Reads local hledger plain-text ledgers to produce balance sheets, income and cash flow statements and spending stats, and can add or edit entries (dry-run previews, backups before writes). Needs hledger and Node.js; start read-only. Have an accountant review reports.
- [beanquery](https://hebbmind.com/cli/beanquery.md): [CLI] Beancount's official query tool, bean-query: run SQL-like queries on plain-text double-entry ledgers to get balances, income and expense summaries and account details, for agent-assisted bookkeeping. Needs uv or Python 3.8+ and a Beancount ledger; have an accountant review reports.
- [Norman MCP Server](https://hebbmind.com/mcp/norman-mcp-server.md): [MCP] Official MCP for Norman, a German bookkeeping and tax service: create invoices (including ZUGFeRD e-invoices), categorize transactions, match receipts, preview and file VAT returns, and prepare GmbH/UG formation documents. Needs a Norman account (OAuth); a tax advisor should review filings.
- [Ramp CLI](https://hebbmind.com/cli/ramp-cli.md): [CLI] Official CLI for Ramp spend management: query transactions and cards, submit and approve reimbursements, approve bills, upload receipts and book travel, with JSON output; installs skills for your agents. Needs a Ramp business account (browser login); defaults to sandbox. Confirm approvals by hand.
- [mcp-server-ledger](https://hebbmind.com/mcp/mcp-server-ledger.md): [MCP] Lets AI read Ledger CLI plain-text double-entry ledgers and query balances, registers, accounts, payees and budget performance. Easiest with Docker and the author's image (Ledger CLI included), or install Ledger CLI yourself; needs your ledger file.
- [Xero Command Line](https://hebbmind.com/cli/xero-command-line.md): [CLI] Xero's official CLI (alpha): lets AI query and enter contacts, invoices, quotes, payments, bank transactions and manual journals, export invoice PDFs, and run P&L, balance sheet and trial balance reports for multiple orgs. Needs a Xero account and OAuth app; have an accountant review.
- [Apideck MCP Server](https://hebbmind.com/mcp/apideck-libraries-mcp.md): [MCP] 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 Investors](https://hebbmind.com/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.

Next page: https://hebbmind.com/tools.md?page=2&profession=devops%2Calgorithm%2Cfinance&tag=bookkeeping
