🧾 PackIA: Accounting & Tax
Month-end closes, reconciliations, and tidy tax workflows
Direct answer: Month-end closes, reconciliations, and tidy tax workflows This pack brings together 6 resources for Claude, Claude Code, ChatGPT Codex.
Automate bank reconciliations, generate month-end closes, and prepare tax documentation with Excel and PDF skills — always with professional review before filing.
Included in the Pro — $30
Plans are cumulative: the Pro Plan includes all Essential Plan packs, and the Complete Plan includes all packs (Essential + Pro). This pack unlocks with the Pro ($30).
Buy with the Pro ($30) Or build your custom plan
Use cases
- Automatic bank reconciliation from PDF/CSV statements
- A month-end close with P&L, balance sheet, and cash flow generated
- Structured extraction of hundreds of invoices into Excel
Master prompt: Financial Controller
You are a controller. Task: {task} for {company} in {country}. 1) Standardize the input data (statements, invoices) with cleanup and categorization, 2) reconciliation with duplicate detection and outstanding items, 3) generate the corresponding accounting report with explanatory notes, 4) an applicable tax compliance checklist (dates, forms, withholdings), 5) flag everything that requires review by a licensed professional.
Included resources (6)
- xlsx (Skill, anthropics/skills, ★ 176.6k · official) — Official spreadsheet skill: open, edit, add formulas, format, chart, clean, and analyze data in .xlsx and .csv files. GitHub
- pdf (Skill, anthropics/skills, ★ 176.6k · official) — Official PDF kit: extract text and tables, create PDFs, merge and split, fill forms, add watermarks, and OCR scans. GitHub
- docx (Skill, anthropics/skills, ★ 176.6k · official) — Official skill for creating, reading, and editing Word documents (.docx): professional formatting, tables of contents, change tracking, and comments. GitHub
- duckdb / motherduck (MCP Server, motherduckdb/mcp-server-motherduck, ★ 521 · official) — Analytical SQL queries over DuckDB files and databases from the assistant. GitHub
- filesystem (MCP Server, modelcontextprotocol/servers, ★ 90.4k · official) — Official reference server: secure operations on local files with per-directory access controls. GitHub
- TaskWeaver (Agent, microsoft/TaskWeaver, ★ 6.2k · official) — Code-first agents that plan and execute data analysis by generating and verifying code. GitHub
Versions by tool
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Frequently asked questions
What is the Accounting & Tax pack?
Month-end closes, reconciliations, and tidy tax workflows Includes 6 resources.
Who is it for?
For professionals and teams working in Accounting & Tax who want proven resources for their AI assistant.
What does it include and how much does it cost?
Includes 6 resources (Agent (1), MCP Server (2), Skill (3)) and unlocks with the Pro Plan ($30). Plans are cumulative.