Finance · Skill set · 8 skills
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.
Open in PhởSkills in this set
- Audit Support
Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples…
- Close Management
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers…
- Financial statements
Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly…
- Journal Entry Preparation
Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization…
- Journal Entry Preparation
Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation…
- Reconciliation
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany…
- SOX Compliance Testing
Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P…
- Variance Analysis
Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or…
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Frequently asked questions
What is in the Finance skill set?
8 skills: Audit Support, Close Management, Financial statements, Journal Entry Preparation, Journal Entry Preparation, Reconciliation, and 2 more.
Is the Finance skill set free?
Yes. It is published by Anthropic under the Apache 2.0 licence and works with a free Phở account.
How do I add Finance to Phở?
Press Open in Phở and add the set once. From then on Phở picks the right skill from it whenever a request matches.
Copied unchanged from anthropics/knowledge-work-plugins at commit d900840 and credited to Anthropic, who is not affiliated with Phở. The full instructions and licence text ship with the skill inside Phở.