Pro Pluribus
Business systems + AI for founder-led companies
Atlas / Skills / Finance & reporting

AI skills for finance & reporting

AI Market Atlas · by Pro Pluribus

Skills and plugins for finance & reporting that work in Claude, ChatGPT, Copilot or Gemini, checked 10 Nov 2026. Each passed the shelf's vetting test; read the note on each one.

Read before installing. Check who publishes a skill, what accounts it can reach, and whether it runs commands on your computer. Even official skills can.
Before you install7 checks
Role plugin from the AI vendor

Finance plugin

Anthropic · AI vendor

Drafts journal entries, reconciliations, financial statements, variance analysis and audit-support workpapers.

Runs on
Claude Cowork, Claude Code
Check
Official, "Anthropic verified"; better with ERP or warehouse connected; output needs review by a qualified professional
Notable
One of the original Cowork plugins (30 Jan 2026); open source (Apache 2.0), so firms can adapt it to their own close process (checked Nov 2026)
claude.com ↗github.com ↗
Role plugin from the AI vendor

Financial Analysis plugin (Claude for Financial Services)

Anthropic · AI vendor

Builds comps, DCF, LBO and three-statement models; audits Excel models and checks decks.

Runs on
Claude Cowork, Claude Code, Claude for Excel and PowerPoint
Check
Official; "not investment advice"; partner data needs the provider's subscription
Notable
Launched in the 24 Feb 2026 batch of five financial-services plugins; starter skills ship in the Excel and PowerPoint add-ins on all paid plans
github.com ↗implicator.ai ↗claude.com ↗
Role plugin from the AI vendor

Finance for Cowork

Microsoft · AI vendor

Consolidates budgets, drafts variance commentary and executive updates, builds audit evidence packs and valuation models.

Runs on
Microsoft 365 Copilot Cowork
Check
Official; admin enables; does not connect to an ERP by itself
Notable
Shipped Oct 2026 with Accounting and Capital Markets plugins; Microsoft announced 25+ finance skills (29 Oct 2026)
learn.microsoft.com ↗cfodive.com ↗
Role plugin from the AI vendor

Accounting for Cowork

Microsoft · AI vendor

Drafts journal entries, reconciliations, financial statements, budgets and tax workpapers.

Runs on
Microsoft 365 Copilot Cowork
Check
Official; "Frontier Public" early access (Oct 2026); Microsoft says it does not replace internal controls
Notable
Microsoft's first accounting role plugin (Oct 2026). Vendor-reported preview use: 8,000+ users in seven days
learn.microsoft.com ↗cfodive.com ↗
Role plugin from the AI vendor

Investment Banking plugin

OpenAI · AI vendor

M&A, valuation and financing work, e.g. accretion/dilution models, comps, and pitch materials from research and diligence.

Runs on
ChatGPT (Work mode), Codex
Check
Official; rolled out to supported ChatGPT Business and Enterprise workspaces; admins manage app permissions
Notable
One of OpenAI's six launch role plugins (2 Jun 2026; 62 apps and 110 skills across the set). ChatGPT for Financial Services followed on 10 Sep 2026 for eligible institutions
openai.com ↗itbrief.co.uk ↗cnbc.com ↗
Role plugin from the AI vendor

Gemini Enterprise for Financial Services skills

Google · AI vendor

50+ finance skills (credit risk, portfolio monitoring, market-news synthesis, report formatting) plus a Financial Research agent and 13 data connectors.

Runs on
Gemini Enterprise
Check
Official; preview for capital markets and corporate banking; data connectors (FactSet, LSEG, Moody's, S&P etc.) need subscriptions
Notable
Google's first packaged industry offering, 25 Aug 2026; Deutsche Bank was a design partner
googlecloudpresscorner.com ↗itbrief.co.uk ↗
Business app connections

Intuit QuickBooks

Intuit · Software company

Answers questions from QuickBooks data (profit, overdue invoices); creates and sends invoices and estimates.

Runs on
Claude (connector), ChatGPT (plugin); Copilot partner per Microsoft
Check
Needs connected QuickBooks account; can send invoices, so check permissions; Intuit says data is not used for model training
Notable
In all three vendor catalogues. Launch partner in Claude for Small Business (May 2026); one of six partners in OpenAI's Business plugin promotion (8 Sep 2026)
quickbooks.intuit.com ↗openai.com ↗help.openai.com ↗

Before you install any skill

  1. Who publishes it? Prefer the AI vendor or the company that owns the app being connected.
  2. Has it been reviewed? Look for a verified badge, or the security ratings on its skills.sh page.
  3. What accounts does it connect to, and what can it do there? Prefer read-only; check anything that can send, pay or delete.
  4. Does it run commands on your computer? A “Warn” rating often means it does, even for official skills.
  5. Has your IT team approved it? Use the admin-managed catalogue where there is one.
  6. Do you know how to disconnect it and revoke its access?
  7. Finance, legal and HR output still needs review by a qualified person.

This map is a by-product of the work. Keeping track of what each of these actually does, and which ones are worth your time, is part of how I advise founder-led companies on AI. If you want that applied to your business, the first conversation is free.

Book a 30-minute conversation →

Compiled from public sources by Pro Pluribus; updated 10 Nov 2026. General information, not advice. Company names and logos belong to their owners and are used to identify them, without affiliation or endorsement. Terms