Finance & Accounting Suite

by Willow

What this plugin does

Comprehensive financial management and accounting automation. Includes QuickBooks for accounting, Stripe for payment processing, Xero for bookkeeping, and Bill.com for AP/AR automation. Automate invoicing, expense tracking, reconciliation, and financial reporting.

Overview

Included Skills

Invoice Automation

Automates the invoice lifecycle from creation to payment collection. Generates invoices from contract data or time entries, sends them via email, tracks payment status, and follows up on overdue invoices. Integrates with accounting software and payment processors.

Expense Management

Manages business expenses from receipt capture to reimbursement. Categorizes expenses by department, project, and GL code. Enforces spending policies, routes approvals, and generates expense reports for accounting reconciliation.

Bank Reconciliation

Automates the bank reconciliation process by matching transactions from bank feeds with accounting records in QuickBooks or Xero. Identifies unmatched transactions, suggests matches for review, and flags discrepancies. Reduces manual reconciliation time and improves financial accuracy.

Financial Reporting

Generates financial reports including profit and loss statements, balance sheets, cash flow reports, and budget variance analysis. Pulls data from accounting systems and payment processors to create executive-ready financial summaries with trend analysis.

Marketplace Preview

plugins/finance-accounting-suite

skills

invoice-automation

SKILL.md

expense-management

SKILL.md

bank-reconciliation

SKILL.md

financial-reporting

SKILL.md

.mcp.json

Use with Willow

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