finance

Finance & Accounting Plugin

A finance and accounting plugin primarily designed for Cowork, Anthropic's agentic desktop application — though it also works in Claude Code. Supports month-end close, journal entry preparation, account reconciliation, financial statement generation, variance analysis, and internal control documentation.

Important: This plugin assists with finance and accounting workflows but does not provide financial, tax, or audit advice. All outputs should be reviewed by qualified financial professionals before use in financial reporting, regulatory filings, or audit documentation.

Installation

claude plugins add knowledge-work-plugins/finance

Commands

Command	Description
/journal-entry	Journal entry preparation — generate accruals, fixed asset entries, prepaids, payroll, and revenue entries with proper debits/credits and supporting detail
/reconciliation	Account reconciliation — compare GL balances to subledger, bank, or third-party balances and identify reconciling items
/income-statement	Income statement generation — produce P&L with period-over-period comparison and variance analysis
/variance-analysis	Variance/flux analysis — decompose variances into drivers with narrative explanations and waterfall analysis
/sox-testing	Internal control testing — generate sample selections, testing workpapers, and control assessments

Skills

Skill	Description
journal-entry-prep	JE preparation best practices, standard accrual types, supporting documentation requirements, and review workflows
reconciliation	Reconciliation methodology for GL-to-subledger, bank recs, and intercompany, with reconciling item categorization and aging
financial-statements	Income statement, balance sheet, and cash flow statement formats with GAAP/IFRS presentation and flux analysis methodology
variance-analysis	Variance decomposition techniques (price/volume, rate/mix), materiality thresholds, narrative generation, and waterfall charts
close-management	Month-end close checklist, task sequencing, dependencies, status tracking, and common close activities by day
audit-support	Internal control testing methodology, sample selection, documentation standards, and deficiency classification

FashionUnited Configuration

This plugin is configured for FashionUnited's finance operations as an international B2B media company:

• Google Workspace for spreadsheet-based financial management and document storage
• BigQuery for financial data warehouse and revenue analytics
• Vtiger CRM for billing, invoicing, and accounts receivable management
• Google Chat for team communication and finance approval workflows

FashionUnited Revenue Streams

Revenue Type	Recognition Pattern
Display Advertising	Over impression delivery period
Sponsored Content	On publication date
Job Postings	Over posting duration (typically 30 days)
Employer Branding	Ratably over contract term
Media Partnerships	Per deliverable or over term
Subscriptions	Ratably over subscription period

FashionUnited Close Calendar

FashionUnited targets a 5-business-day close managed by the Finance Manager:

Day	Key Activities
T+1	Cash entries, bank reconciliation, preliminary AR/AP
T+2	Revenue recognition, accruals, VAT reconciliation
T+3	FX revaluation, intercompany, prepaid amortization
T+4	Trial balance review, flux analysis, draft P&L
T+5	Final adjustments, close period, distribute reports

Example Workflows

Month-End Close

1. Run /journal-entry revenue 2025-01 to book advertising and job posting revenue
2. Run /journal-entry prepaid 2025-01 to amortize prepaid expenses
3. Run /reconciliation cash 2025-01 to reconcile EUR, USD, and GBP bank accounts
4. Run /reconciliation ar 2025-01 to reconcile AR to Vtiger aging
5. Run /income-statement monthly 2025-01 to generate the P&L by market and revenue stream

Variance Analysis

1. Run /variance-analysis revenue 2025-01 vs 2024-12 to analyze month-over-month revenue
2. Run /variance-analysis revenue 2025-01 vs budget to investigate budget variances by stream
3. Review the waterfall analysis and provide context on FX impacts and market-level changes

Internal Control Testing

1. Run /sox-testing revenue-recognition 2024 to document revenue controls for statutory audit
2. Run /sox-testing treasury 2024 to test cash and payment controls
3. Review sample selections and prepare PBC schedules for external auditors

MCP Integration

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

This plugin is pre-configured with the following MCP servers:

Google Workspace

Provides spreadsheet-based financial management (Sheets for workpapers, trial balance, reconciliations), document storage (Drive for invoices, contracts), and email/calendar for Finance Manager workflows.

BigQuery

Provides financial data warehouse for revenue analytics, multi-currency reporting, and historical trend analysis across FashionUnited's 30+ markets.

Vtiger CRM

Provides billing and invoicing workflows, customer/advertiser account management, revenue pipeline tracking, and accounts receivable management.

Google Chat

Provides team communication, finance approval workflows, and close status coordination.

Note: FashionUnited does not use a dedicated accounting MCP — finance relies on Vtiger for billing/invoicing and Google Sheets for GL and workpapers.

Configuration

The .mcp.json in this plugin directory is pre-configured for FashionUnited's tool stack:

• google-workspace — Google Workspace for spreadsheets, documents, and email
• bigquery — BigQuery for financial data warehouse
• vtiger — Vtiger CRM for billing and invoicing
• google-chat — Google Chat for team communication (via Google Workspace MCP)

See CONNECTORS.md for detailed integration information and FashionUnited-specific finance context.