Finance
Streamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed up audit prep, month-end close, and keeping your books clean.
8 skills · version 1.3.0
Install
hrida-agent-sdk plugin install finance@knowledge-work-skillsOr, inside a session: /plugin install finance@knowledge-work-skills. See Installation for scopes and updates.
Connectors
Skills work on their own with files you share, and get more useful when these tools are connected (configured in the plugin's .mcp.json):
Snowflake, Databricks, BigQuery, Slack, Google Calendar, Gmail.
Skills
| Skill | What it does | Use case | How to use |
|---|---|---|---|
| audit-support | Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. | When generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits. | Automatic |
| close-management | Manage the month-end close process with task sequencing, dependencies, and status tracking. | When planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day. | Automatic |
| financial-statements | Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. | When preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments. | /finance:financial-statements <frequency> <period> |
| journal-entry | Prepare journal entries with proper debits, credits, and supporting detail. | When booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review. | /finance:journal-entry <entry type> [period] |
| journal-entry-prep | Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. | When booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry. | Automatic |
| reconciliation | Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. | When performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items. | /finance:reconciliation <account> [period] |
| sox-testing | Generate SOX sample selections, testing workpapers, and control assessments. | When planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency. | /finance:sox-testing <control area> [period] |
| variance-analysis | Decompose financial variances into drivers with narrative explanations and waterfall analysis. | When analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership. | /finance:variance-analysis <line item> <period> vs <comparison> |
Automatic skills
3 skills marked Automatic are background expertise: they have no slash command and load on their own when your request needs them.
Example
Ask in plain language and the right skill loads automatically, or call one directly:
/finance:financial-statements <frequency> <period>