Skip to main content
JobPlugins

Best Claude plugins for Bookkeeper

Invoices, ledgers and month-end closing.Our top 3 picks, ranked. Start with number 1.

What plugins can do for you

Bookkeepers keep the books accurate every day. These plugins help match invoices, categorise expenses and prepare month-end reports.

Other Accountants roles

  1. #1Anthropic verifiedBy Anthropic

    Finance

    Saves you time on month-end close and reconciliations.

    Helps with month-end close: journal entries, reconciliations and variance explanations, ready for your review.

    Try asking Claude

    “Reconcile this bank export against our ledger and list what doesn't match.”

    Opens Claude in a new tab

    How to add Finance to Claude

    Follow these steps once. It takes about a minute.

    1. Open Claude on claude.ai or in the Claude desktop app, and sign in.
    2. Go to Customize, then Plugins, then Discover.
    3. Search for “Finance” and select Add.
    4. If the plugin lists connected services, open its Connectors tab and connect them.

    Plugins are available on paid Claude plans. At work, your administrator may need to approve them first.

    2.1M installs
  2. #2Anthropic verifiedBy Intuit

    Intuit QuickBooks

    Saves you time turning QuickBooks numbers into summaries clients understand.

    Turns your QuickBooks numbers into plain-language briefings and helps with invoicing.

    Try asking Claude

    “Give me a one-page summary of how the business did last quarter.”

    Needs a QuickBooks account.

    View details — Intuit QuickBooks

    Shows you how, in 4 steps

    How to add Intuit QuickBooks to Claude

    Follow these steps once. It takes about a minute.

    1. Open Claude on claude.ai or in the Claude desktop app, and sign in.
    2. Go to Customize, then Plugins, then Discover.
    3. Search for “Intuit QuickBooks” and select Add.
    4. If the plugin lists connected services, open its Connectors tab and connect them.

    Plugins are available on paid Claude plans. At work, your administrator may need to approve them first.

    36.1K installs
  3. #3Anthropic verifiedBy Anthropic

    PDF Viewer

    Saves you time filling in and signing PDF forms.

    Opens PDFs so you can mark them up, fill in forms, add stamps and signatures, then download your copy.

    Try asking Claude

    “Open this contract, highlight the payment terms and add my signature.”

    View details — PDF Viewer

    Shows you how, in 4 steps

    How to add PDF Viewer to Claude

    Follow these steps once. It takes about a minute.

    1. Open Claude on claude.ai or in the Claude desktop app, and sign in.
    2. Go to Customize, then Plugins, then Discover.
    3. Search for “PDF Viewer” and select Add.
    4. If the plugin lists connected services, open its Connectors tab and connect them.

    Plugins are available on paid Claude plans. At work, your administrator may need to approve them first.

    1.8M installs

Try asking Claude

  • Finance

    “Reconcile this bank export against our ledger and list what doesn't match.”

  • Intuit QuickBooks

    “Give me a one-page summary of how the business did last quarter.”

  • PDF Viewer

    “Open this contract, highlight the payment terms and add my signature.”

53 more plugins for this job

Not ranked by us. Sorted by how many people installed them.

  • S&P Global

    S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries.

    Verified285.8K installs
  • Bigdata.com

    Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.

    Verified227K installs
  • Daloopa

    Financial analysis skills powered by Daloopa's institutional-grade data.

    Verified193K installs
  • Carta Investors

    Carta Investors plugin — write-capable skills for querying and updating investors data, performance benchmarks, regulatory reporting, AGM deck generation…

    Verified161.9K installs
  • LSEG

    Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.

    Verified155.7K installs
  • Carta Cap Table

    Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, financing rounds, and more.

    Verified103.2K installs
  • Airwallex AgentOS

    Bring Airwallex's global financial infrastructure to Claude.

    Verified61.5K installs
  • NetSuite Finance Analyst

    Deliver Director-level finance analysis on live NetSuite data.

    Verified42.7K installs
  • Chronograph LP

    Portfolio monitoring and analytics for private capital LP teams.

    Verified29K installs
  • Chronograph GP

    Portfolio monitoring, valuations, and analytics for private capital GP teams.

    Verified27K installs
  • Wingspan

    Ask Claude about the contractors you pay through Wingspan, what you owe them, and what is holding up a payment…

    Verified24.7K installs
  • model-builder

    DCF, LBO, 3-statement, comps - live in Excel.

    Not verified6K installs
  • TradingCalc

    Exact trading math for Claude: Black-Scholes and options payoff, forex position size and pip value, VaR and Sharpe, plus crypto futures PnL and liquidation.

    Not verified3.6K installs
  • Corbis

    Source-grounded research in finance, real estate, and economics: cited real estate investment and portfolio allocation briefs, literature reviews…

    Not verified3.4K installs
  • Accountable

    AI bookkeeping for startups: ask about cash, burn and runway, pull reports, categorize transactions, post entries and work the month's close.

    Not verified3.2K installs
  • NetSuite SuiteSkills

    NetSuite skills for insights and workflows across your business.

    Not verified2.8K installs
  • Finance & Ops Skills Index

    Which agent skills should I use for QuickBooks, Xero, Stripe or Shopify finance work.

    Not verified2.7K installs
  • Blocksize Market Data

    Read-only Blocksize market-data workflows for Claude Code and Cowork.

    Not verified2.6K installs
  • Pdf To Excel

    Convert PDF to Excel: extract tables from bank statements, invoices and reports into a clean .xlsx with real numbers, dates and merged multi-page tables.

    Not verified2.5K installs
  • Distilla Investment Research

    Financial analysis and investment research for AI agents.

    Not verified1.7K installs
  • valuation-reviewer

    Ingests GP packages, runs valuation template, stages LP reporting.

    Not verified1.7K installs
  • Worker K

    AI workforce skills for office automation — Excel, Word, PDF, research, bank reconciliation, and more.

    Not verified1.5K installs
  • month-end-closer

    Accruals, roll-forwards, variance commentary.

    Not verified1.5K installs
  • ERP Upgrade & Fit-Gap Advisor

    Choose, plan, cost and upgrade an ERP with sourced facts: ERP selection shortlist, requirement-by-requirement fit-gap, migration plan…

    Not verified1.4K installs
Show the other 29
  • bitcoin-companies

    Bitcoin treasury research terminal — search companies, compare holdings, explore on-chain addresses & transactions, read reviews, and generate reports.

    Not verified1.4K installs
  • Datarails financeos

    Datarails Finance OS integration - analyze financial data, detect anomalies, and generate insights.

    Not verified1.4K installs
  • Fiscal.ai

    Source-linked public-company financial data and research through the production Fiscal.ai MCP.

    Not verified1.3K installs
  • statement-auditor

    Audits pre-generated LP statements before distribution.

    Not verified1.3K installs
  • fund-admin

    Fund administration and finance ops skills: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.

    Not verified1.2K installs
  • gl-reconciler

    Finds breaks, traces root cause, routes for sign-off.

    Not verified1.2K installs
  • AIResearch — Multi-Lens Stock Deep Dive

    Six-lens equity research reports (Supply Chain, Fundamentals, Macro, Technicals, Sentiment, Risk Matrix) generated in one pass.

    Not verified1.2K installs
  • StockPortfolio.pro — Verified Financial Data

    SEC-filing-grounded financials for US-listed companies.

    Not verified1.2K installs
  • savvy

    Savvy — turn a finance process described in plain language into an audit-ready workflow on Savant, built, documented and verified against your data.

    Not verified1.1K installs
  • Countz Accounting

    Accounting analyses using Countz Accounting platform: tie out ledgers, sub-ledgers and schedules; reconcile cash to bank and payables to supplier statements…

    Not verified1.1K installs
  • Music Catalog Diligence

    Claude Code plugin for music catalog deals — buy-side, seller-prep, financing, and post-close.

    Not verified1K installs
  • Bankstatemently

    Convert PDF bank statements to CSV, Excel, or QBO and query them in Claude.

    Not verified975 installs
  • Allium

    Query blockchain data across 135+ chains with Allium.

    Not verified968 installs
  • TRES Finance Plugin

    The first official TRES Finance plugin for Claude Code — blockchain accounting workflows, ledger management, and transaction analysis.

    Not verified954 installs
  • ACI Risk Indicators

    Read ACI Risk Indicators through the Aethon Credit Intelligence connector's seven tools: the modules, a provider search by name and module, and…

    Not verified837 installs
  • PayPal

    PayPal development plugin for Claude — integrate payments, subscriptions, invoices, disputes, and more using PayPal's APIs and MCP server.

    Verified820 installs
  • Acumatica Plugin

    Interact with Acumatica ERP using natural language — read, write, update, and report across Finance, Inventory, and CRM.

    Not verified814 installs
  • Remote.com

    Access Remote's HR, payroll, contractor, time-off, and expense tools directly from Claude Code via the Remote MCP server.

    Not verified796 installs
  • Zeno

    Bookkeeping workflows for QuickBooks Desktop through Zeno, installed on Windows: set up company files, answer questions from the books…

    Not verified796 installs
  • Found

    Work with your Found business banking and bookkeeping in Claude: check balances, export transactions, close the month, reconcile accounts…

    Not verified752 installs
  • pyvar-portfolio-analytics

    50 functions: Markowitz/BL/risk-parity, Sharpe/Sortino, Brinson, FF5, PCA, HMM, ESG.

    Not verified739 installs
  • Statutory Reporting Plugin

    Generate statutory financial statements from Trial Balances.

    Not verified713 installs
  • private-credit

    Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds.

    Not verified706 installs
  • Economico

    Discover the business behind your product.

    Not verified666 installs
  • PhaseFolio

    Risk-adjusted NPV (rNPV) and biotech diligence engine via MCP — clinical-asset valuation, PoS benchmark lookup, comparable-trial landscape…

    Not verified655 installs
  • Cloud FinOps by OptimNow

    Expert FinOps guidance for cloud, AI, SaaS, and data-platform spend (multi-provider, model-agnostic).

    Not verified653 installs
  • Invoice Generator

    Invoice generator: turn "invoice Acme for 12 hours at 90 EUR" into a professional PDF invoice with tax, totals, due date and payment details.

    Not verified600 installs
  • octopus-ai

    Connects to Octopus AI and adds FP&A workflows: multi-version comparison reporting, dimension-grouped forecast quality scoring…

    Not verified599 installs
  • Boersi

    Boersi Finanz-Dossier-Datenbank: strukturierte Fakten zu Aktien, ETFs und weiteren Wertpapieren — 30 Sektionen pro Firma (Stammdaten, Kennzahlen, Bilanz…

    Not verified543 installs

Popular topics for this job

Quick answers

What is the best Claude plugin for Bookkeeper?
Our top pick is Finance. Saves you time on month-end close and reconciliations.
How many Claude plugins are there for Bookkeeper?
We list 56 plugins for this job, 15 of them with Anthropic's verified badge. The top 3 are ranked by us, and the rest are sorted by installs.

New to plugins?

Adding one takes about a minute, and you can remove it any time.

How to install Claude plugins