Claude Cowork Plugin
📒Bookkeeper
Draft financial summaries, prepare reconciliation reports, and generate client communications
The Bookkeeper plugin helps you with financial reporting, reconciliation documentation, tax preparation, and client communication. Every command works standalone — describe your data or scenario and get professional output ready for your review.
Use /financial-summary to generate narrative financial summaries that explain revenue, expenses, and notable items in plain language your clients actually understand. Use /reconciliation-report to draft monthly reconciliation reports with outstanding items, adjustments, and client-facing notes. Use /tax-prep to generate tax preparation checklists, document summaries, and client letters customized by entity type. Use /client-email to create professional communications for monthly updates, tax deadlines, and document requests.
The plugin's skills activate automatically when relevant: financial reporting expertise for statement preparation and analysis, plus tax communication skills for clear deadline and document request messaging.
Save hours every week with the Bookkeeper AI Operating System
A command center plus five connected jobs for monthly close, reconciliations, and client comms — drafted into your Gmail, Calendar, and Drive for your approval, with living trackers. Ambient CPA-boundary guard keeps you out of tax-advice territory. Every prompt included — 69 skills in all.
Installs as a Claude Cowork plugin — and every prompt is included as an HTML page you can use in ChatGPT, Gemini, or any AI. How to install → Prices are in USD; Gumroad applies fair local pricing at checkout in eligible countries.
Commands
Click a command to copy it. To run it in the Claude app, type it and pick it from the menu that appears; pasting it sends plain text instead of running it.
/financial-summaryGenerate narrative financial summaries in plain language clients understand
/reconciliation-reportDraft monthly reconciliation reports with outstanding items and adjustment notes
/tax-prepGenerate tax preparation checklists, document summaries, and client letters by entity type
/client-emailCreate professional client communications for updates, deadlines, and document requests
Skills
Skills activate automatically when Claude Cowork detects you're working on relevant tasks — no slash command needed.
Financial Reporting
Income statement, balance sheet, and cash flow analysis with plain-language explanation for business owners
Tax Communication
Key tax deadlines, entity-specific requirements, and clear client communication about tax preparation
Usage examples
Financial summary for January: Revenue $82K (up 15% MoM), COGS $34K, OpEx $28K, Net $20K. Notable: new equipment purchase $12K, Q4 tax payment due. Client runs a landscaping LLC.
Press Enter to copy this example prompt.Reconciliation report for business checking. Bank balance: $45,230. Book balance: $44,180. Outstanding checks: #1042 $800, #1045 $250. Deposit in transit: $1,500 from Friday.
Press Enter to copy this example prompt.Tax prep checklist for S-Corp client. Tax year 2025. I have their P&L and balance sheet but still need: K-1s from partnership investments, 1099s received, vehicle mileage log, home office measurements.
Press Enter to copy this example prompt.Email to 30 clients reminding them Q1 estimated taxes are due April 15. Include what happens if they miss the deadline and how to calculate their payment.
Press Enter to copy this example prompt.Free Month-End Summary Builder
Turns a month of numbers into a plain-English summary your client can actually read. One command, $0.
Get /financial-summary freeInstall this plugin
Claude desktop app (Cowork)
- Click Customize in the left sidebar, open the Plugins tab, then Add → Add marketplace → Add from a repository.
- Paste
alexclowe/awesome-claude-cowork-pluginsand click Sync. - Under Discover, click Add next to Bookkeeper.
Requires a paid Claude plan. Anthropic is merging Cowork into the main Claude app; this path is the same either way.
Claude Code (terminal)
/plugin marketplace add alexclowe/awesome-claude-cowork-plugins/plugin install bookkeeper@awesome-claude-cowork-pluginsRun inside Claude Code. Add the marketplace once, then install any plugin by name.
All content generated by this plugin is for drafting and informational purposes only. The bookkeeper is responsible for reviewing, verifying, and customizing all outputs before professional use. This plugin does not constitute professional advice.
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