Finance (Close, Reconciliation, Statements)
Month-end close, journal entry preparation, account reconciliation, financial statements, variance analysis, and SOX testing.
About this skill
name: kw-finance description: Use when month-end close, journal entry preparation, account reconciliation, financial statements, variance analysis, and SOX testing.
Finance (Close, Reconciliation, Statements)
Anthropic's Finance and Accounting plugin supports the accounting cycle. /journal-entry drafts accruals, fixed asset entries, prepaids, payroll, and revenue entries with proper debits/credits and supporting detail. /reconciliation compares GL balances to subledger, bank, or third-party balances and identifies reconciling items. /income-statement produces a P&L with period-over-period variance analysis. /variance-analysis decomposes variances into drivers with narrative and waterfall. /sox-testing generates sample selections, testing workpapers, and control assessments. Skills journal-entry-prep, reconciliation, financial-statements, and variance-analysis run automatically. Disclaimer: assists but is not tax, audit, or financial advice.
What you get
- /journal-entry, /reconciliation, /income-statement, /variance-analysis, /sox-testing commands
- journal-entry-prep, reconciliation, financial-statements, variance-analysis skills
- GAAP presentation defaults
- connectors Snowflake, Databricks, BigQuery, Slack, Microsoft 365
Customize your output
- Command: journal-entry, reconciliation, income-statement, variance-analysis, sox-testing
- Statement scope: P&L, balance sheet, cash flow
- Variance method: price/volume, rate/mix
- Warehouse connector: Snowflake, Databricks, BigQuery
Example output
Close-week: /journal-entry drafts the standard accruals with supporting detail; /reconciliation ties out the AR subledger and flags three aged items; /variance-analysis explains a 12% opex overrun as headcount hiring pulled forward.
Best for
Corporate accountants, controllers, and FP&A running close, reconciliation, and SOX
Source: The 12 Cowork Knowledge-Work Skills · https://github.com/anthropics/knowledge-work-plugins/tree/main/finance Category: Finance · Priority: P3
SKILL.md preview
---
name: kw-finance
description: Use when month-end close, journal entry preparation, account reconciliation, financial statements, variance analysis, and SOX testing.
---
# Finance (Close, Reconciliation, Statements)
Anthropic's Finance and Accounting plugin supports the accounting cycle. /journal-entry drafts accruals, fixed asset entries, prepaids, payroll, and revenue entries with proper debits/credits and supporting detail. /reconciliation compares GL balances to subledger, bank, or third-party balances and identifies reconciling items. /income-statement produces a P&L with period-over-period variance analysis. /variance-analysis decomposes variances into drivers with narrative and waterfall. /sox-testing generates sample selections, testing workpapers, and cont...