Finance
Streamline accounting workflows from journal entries to audit prep
The Finance plugin turns Claude into a finance and accounting specialist. It helps you prep journal entries, reconcile accounts, generate financial statements, analyze variances, manage month-end close, and support audits — so your finance team can close faster, catch errors earlier, and spend less time on manual reconciliation.
Who is this for?
Accountants, financial analysts, controllers, and CFOs who manage recurring financial workflows. Especially valuable for teams doing month-end close, audit preparation, or variance analysis across multiple data sources.
What you can do
- Prepare and review journal entries with proper classifications
- Reconcile accounts across multiple data sources and flag discrepancies
- Generate income statements and other financial reports from your data
- Analyze variances between actual results and budgets or forecasts
- Manage month-end and quarter-end close checklists and workflows
- Prepare documentation and testing for SOX compliance and audits
Skills
Domain expertise Claude draws on automatically.
Journal Entry Prep
Create, classify, and review journal entries with proper account codes and descriptions
Reconciliation
Match transactions across systems, identify discrepancies, and generate reconciliation reports
Financial Statements
Generate formatted financial statements from your data warehouse or accounting system
Variance Analysis
Compare actuals vs budget/forecast and explain significant variances
Close Management
Track close tasks, deadlines, and dependencies to keep month-end on schedule
Audit Support
Prepare audit workpapers, SOX testing documentation, and supporting schedules
Slash Commands
Actions you trigger explicitly.
| Command | Description |
|---|---|
/finance:journal-entry | Draft a journal entry with proper accounts, amounts, and supporting description |
/finance:reconciliation | Reconcile accounts between two data sources and flag differences |
/finance:income-statement | Generate an income statement from your financial data |
/finance:variance-analysis | Analyze variances between actuals and budget with explanations |
/finance:sox-testing | Generate SOX testing documentation for a specific control |
Connectors
All connectors are optional — start with the tools you use most.
Supported tools
How to Install
- 1 Open the Claude desktop app and start a Cowork session
- 2 Search for 'Finance' in the plugin directory
- 3 Install the plugin to add it to your workspace
- 4 Connect your data warehouse (Snowflake, Databricks, or BigQuery) for financial data access
- 5 Use /finance:reconciliation to run your first automated reconciliation
FAQ
Does it connect directly to my accounting software (QuickBooks, NetSuite)?
The default connectors are data warehouses (Snowflake, Databricks, BigQuery) where your financial data is typically replicated. You can customize connectors for direct accounting system access.
Can I trust it for compliance-critical work?
Claude assists with preparation and analysis, but all compliance-critical outputs (journal entries, SOX documentation) should be reviewed and approved by qualified finance professionals.
How does it handle sensitive financial data?
Refer to Anthropic's privacy policy for details on data handling. Consult your organization's data governance policies before using Cowork with sensitive financial data.
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