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/finance:* v1.2.0 Anthropic

Finance

Streamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed up audit prep, month-end close, and keeping your books clean.

Install claude plugin install finance@pace

Overview

A finance and accounting plugin primarily designed for [Cowork](https://claude.com/product/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 SOX audit support.

Read the full README on GitHub →

Skills (8)

Each skill auto-triggers when its description matches what you're doing, or you can invoke explicitly via the slash command.

  • /finance:audit-support

    Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

  • /finance:close-management

    Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

  • /finance:financial-statements

    Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.

  • /finance:journal-entry

    Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review.

  • /finance:journal-entry-prep

    Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

  • /finance:reconciliation

    Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

  • /finance:sox-testing

    Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.

  • /finance:variance-analysis

    Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

Connectors

MCP servers this plugin integrates with, grouped by category. Bundled servers are pre-configured in .mcp.json. Alternatives slot in via the ~~category placeholder pattern.

Category Bundled Alternatives
Chat ~~chat Slack Microsoft Teams, Discord
Email ~~email GmailMicrosoft 365 none
Office suite ~~office suite Microsoft 365 Google Workspace
Data warehouse ~~data warehouse Snowflake*Databricks*BigQueryDefinite Redshift, PostgreSQL, MySQL
Analytics / BI ~~analytics (none pre-configured) Tableau, Looker, Power BI
ERP / Accounting ~~erp (none pre-configured) NetSuite, SAP, QuickBooks, Xero

How MCP and connectors work → · Full CONNECTORS.md on GitHub →

Source

Pace imports this plugin verbatim from upstream. We don't edit it here; customize by forking to a new directory (e.g. plugins/finance-gb/) and registering it separately in the marketplace.