Finance Plugin Builder

Stop explaining your chart of accounts, expense categories, and formatting preferences every time you start an AI conversation. This guided prompt template walks you through building a custom Claude Cowork plugin for your specific FP&A workflows. Fill in the brackets with your information, paste it into Cowork, and have a working plugin with slash commands in minutes. Built from months of testing real finance workflows across reconciliation, monthly close, variance analysis, and more.

✅ 8 Workflow Templates covering reconciliation, monthly close, variance analysis, cash flow, invoicing, financial statements, tax prep, and budgeting

✅ Fully Customizable with your chart of accounts, expense categories, tolerance rules, and output formats

✅ Safety Built In so nothing gets sent without your approval and all outputs stay as drafts until you sign off

Download your Plugin Maker