knowledge-work-finance

---
name: knowledge-work-finance
description: Use when you need finance and accounting workflows — journal entries, reconciliation, financial statements, variance analysis, and month-end close support.
source: https://github.com/anthropics/knowledge-work-plugins/tree/main/finance
generated: 2026-07-02T18:42:24.583Z
category: concept
audience: general
---

## When to use

- Preparing journal entries — accruals, prepaids, fixed assets, payroll, revenue with debits/credits
- Reconciling GL balances against subledger, bank, or third-party balances
- Generating income statements with period-over-period comparison and flux analysis
- Running SOX 404 control testing — sample selection, workpapers, deficiency classification

## Key concepts

### journal-entry-prep

JE preparation best practices — standard accrual types, supporting documentation requirements, and review workflows, with proper debits and credits.

### reconciliation

Methodology for GL-to-subledger, bank recs, and intercompany, including reconciling-item categorization and aging.

### variance-analysis

Variance decomposition (price/volume, rate/mix) into drivers with materiality thresholds, narrative explanations, and waterfall charts.

### close-management

Month-end close checklist with task sequencing, dependencies, status tracking, and common close activities by day.

### financial-statements

Income statement, balance sheet, and cash flow formats with GAAP presentation and flux-analysis methodology.

### audit-support

SOX 404 control-testing methodology — sample selection, documentation standards, and deficiency classification.

## API reference

```
/plugin marketplace add anthropics/knowledge-work-plugins
```

Add Anthropic's knowledge-work plugin marketplace (one-time).

```
/plugin marketplace add anthropics/knowledge-work-plugins
```

```
/plugin install finance@knowledge-work-plugins
```

Install the Finance & Accounting plugin.

```
/plugin install finance@knowledge-work-plugins
```

## Gotchas

- Primarily designed for Cowork, Anthropic's agentic desktop app, though it also runs in Claude Code
- Does not provide financial, tax, or audit advice — all outputs must be reviewed by qualified professionals before use
- Works best connected to ERP and data-warehouse MCP servers; without them you must paste or upload data
- Commands take structured arguments like '/journal-entry ap-accrual 2024-12', not just free text
- Month-end close is a sequenced flow — entries, then recs, then statements — so running steps out of order breaks dependencies

---
Generated by SkillMake from https://github.com/anthropics/knowledge-work-plugins/tree/main/finance on 2026-07-02T18:42:24.583Z.
Verify against source before relying on details.

File: ~/.claude/skills/knowledge-work-finance/SKILL.md