Returns, deadlines and client questions, handled faster.Our top 3 picks, ranked. Start with number 1.
Tax advisors juggle filings, deductions and many client files. These plugins help organise documents, draft replies and keep track of deadlines.
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
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.
Shows you how, in 4 steps
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.”
Shows you how, in 4 steps
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.”
Not ranked by us. Sorted by how many people installed them.
S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries.
Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.
Financial analysis skills powered by Daloopa's institutional-grade data.
Carta Investors plugin — write-capable skills for querying and updating investors data, performance benchmarks, regulatory reporting, AGM deck generation…
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
Carta Cap Table plugin — skills and hooks for querying cap tables, grants, SAFEs, 409A valuations, financing rounds, and more.
Bring Airwallex's global financial infrastructure to Claude.
Deliver Director-level finance analysis on live NetSuite data.
Portfolio monitoring and analytics for private capital LP teams.
Portfolio monitoring, valuations, and analytics for private capital GP teams.
Ask Claude about the contractors you pay through Wingspan, what you owe them, and what is holding up a payment…
DCF, LBO, 3-statement, comps - live in Excel.
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.
Source-grounded research in finance, real estate, and economics: cited real estate investment and portfolio allocation briefs, literature reviews…
AI bookkeeping for startups: ask about cash, burn and runway, pull reports, categorize transactions, post entries and work the month's close.
NetSuite skills for insights and workflows across your business.
Which agent skills should I use for QuickBooks, Xero, Stripe or Shopify finance work.
Read-only Blocksize market-data workflows for Claude Code and Cowork.
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.
Financial analysis and investment research for AI agents.
Ingests GP packages, runs valuation template, stages LP reporting.
AI workforce skills for office automation — Excel, Word, PDF, research, bank reconciliation, and more.
Accruals, roll-forwards, variance commentary.
Choose, plan, cost and upgrade an ERP with sourced facts: ERP selection shortlist, requirement-by-requirement fit-gap, migration plan…
Bitcoin treasury research terminal — search companies, compare holdings, explore on-chain addresses & transactions, read reviews, and generate reports.
Datarails Finance OS integration - analyze financial data, detect anomalies, and generate insights.
Source-linked public-company financial data and research through the production Fiscal.ai MCP.
Audits pre-generated LP statements before distribution.
Fund administration and finance ops skills: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out.
Finds breaks, traces root cause, routes for sign-off.
Six-lens equity research reports (Supply Chain, Fundamentals, Macro, Technicals, Sentiment, Risk Matrix) generated in one pass.
SEC-filing-grounded financials for US-listed companies.
Savvy — turn a finance process described in plain language into an audit-ready workflow on Savant, built, documented and verified against your data.
Accounting analyses using Countz Accounting platform: tie out ledgers, sub-ledgers and schedules; reconcile cash to bank and payables to supplier statements…
Claude Code plugin for music catalog deals — buy-side, seller-prep, financing, and post-close.
Convert PDF bank statements to CSV, Excel, or QBO and query them in Claude.
Query blockchain data across 135+ chains with Allium.
The first official TRES Finance plugin for Claude Code — blockchain accounting workflows, ledger management, and transaction analysis.
Read ACI Risk Indicators through the Aethon Credit Intelligence connector's seven tools: the modules, a provider search by name and module, and…
PayPal development plugin for Claude — integrate payments, subscriptions, invoices, disputes, and more using PayPal's APIs and MCP server.
Interact with Acumatica ERP using natural language — read, write, update, and report across Finance, Inventory, and CRM.
Access Remote's HR, payroll, contractor, time-off, and expense tools directly from Claude Code via the Remote MCP server.
Bookkeeping workflows for QuickBooks Desktop through Zeno, installed on Windows: set up company files, answer questions from the books…
Work with your Found business banking and bookkeeping in Claude: check balances, export transactions, close the month, reconcile accounts…
50 functions: Markowitz/BL/risk-parity, Sharpe/Sortino, Brinson, FF5, PCA, HMM, ESG.
Generate statutory financial statements from Trial Balances.
Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds.
Discover the business behind your product.
Risk-adjusted NPV (rNPV) and biotech diligence engine via MCP — clinical-asset valuation, PoS benchmark lookup, comparable-trial landscape…
Expert FinOps guidance for cloud, AI, SaaS, and data-platform spend (multi-provider, model-agnostic).
Invoice generator: turn "invoice Acme for 12 hours at 90 EUR" into a professional PDF invoice with tax, totals, due date and payment details.
Connects to Octopus AI and adds FP&A workflows: multi-version comparison reporting, dimension-grouped forecast quality scoring…
Boersi Finanz-Dossier-Datenbank: strukturierte Fakten zu Aktien, ETFs und weiteren Wertpapieren — 30 Sektionen pro Firma (Stammdaten, Kennzahlen, Bilanz…
Adding one takes about a minute, and you can remove it any time.
How to install Claude plugins