Pace
All teams / Finance

Finance

Journal entries, reconciliation, statements, variance analysis, audit prep.

Finance work is rhythmic: month-end, quarter-end, year-end, audit. The repeatable part of each rhythm is where Pace earns its keep. Connect your warehouse and /finance:* can query the ledger directly. /finance:variance-analysis surfaces what you should explain to the CEO before they ask.

Plugins to install

Pick from this set for the role. Primary plugins are essential; companions multiply value.

  • finance primary

    Journal entries, reconciliation, statements, variance analysis, month-end close, audit prep.

    claude plugin install finance@pace
  • operations companion

    Vendor management and procurement workflows that touch AP.

    claude plugin install operations@pace
  • data companion

    Heavy lift on ad-hoc queries against the data warehouse.

    claude plugin install data@pace

Connectors to set up

Claude prompts to authorize each one the first time a relevant skill fires. You only do this once per project.

  • Snowflake
  • Databricks
  • BigQuery
  • Microsoft 365 (spreadsheets)

Workflows

Common ways teams use these plugins day to day. Each one is a starting point; adapt the prompt to your context.

  • Journal entries from a batch

    Reads a CSV or pasted batch (AP invoices, expense reports, journal data) and generates the entries with proper coding.

    /finance:journal-entries from this AP batch

  • Bank reconciliation

    Reconciles the bank statement against the GL: matched, unmatched, suggested coding for outliers.

    /finance:reconcile bank statement vs ledger for September

  • Generate financial statements

    Produces P&L, balance sheet, cash flow statement for a period. Pulls from connected warehouse or pasted trial balance.

    /finance:generate-statements Q3

  • Variance analysis

    Compares budget vs actual at the category or department level. Explains material variances with hypotheses.

    /finance:variance-analysis Q3 marketing spend vs budget

  • Month-end close support

    Generates the checklist, suggests order, flags items that usually slip.

    /finance:month-end checklist for September

  • Audit prep

    Reads the prior period and surfaces audit-friendly documentation: schedules, supporting docs needed, common auditor asks.

    /finance:audit-prep for the Y1 review

Tips & tricks

Field-tested patterns from teams that have already shipped a quarter or two on these plugins.

  • Connect the warehouse early

    Without it, /finance:* works from pasted data. With it, queries fire directly against the GL.

  • Variance analysis pre-CEO

    /finance:variance-analysis surfaces the explanations before the CEO asks. Run it before every monthly close share-out.

  • Month-end as a workflow

    Adopt /finance:month-end as the canonical checklist. Pin it via the Pace router once your team standardizes its close steps.

  • Pair with operations

    For vendor and procurement work, /finance:* + /operations:* covers the AP → vendor lifecycle.

  • Audit prep is incremental

    Run /finance:audit-prep monthly, not annually. By year-end, the documentation is already there.

  • Statements need a sanity check

    /finance:generate-statements is fast but always reconcile the output to your source-of-truth ledger before sharing externally.

See also