uk-finance-accounting
Give Claude deep UK accounting knowledge. This plugin replaces the generic finance responses with regulation-aware workflows built specifica
Open source Repository Open in the app JSON README (API)
About
Give Claude deep UK accounting knowledge. This plugin replaces the generic finance responses with regulation-aware workflows built specifically for British businesses. It covers journal entries under FRS 102, VAT reconciliation with 9-box MTD returns, Companies House filing (annual accounts, confirmation statements, audit exemption rules), payroll with employer NIC and auto-enrolment pension calculations, and month-end close management with HMRC deadline tracking. Built on and derived from Anthropic's official Finance & Accounting Plugin. Every US-specific element has been replaced with verified UK equivalents: FRS 102 instead of US GAAP, HMRC VAT and Making Tax Digital instead of US sales tax, employer NIC and auto-enrolment pension instead of FICA and 401(k). Four entirely new skills (VAT Reconciliation, MTD Filing, Companies House, PAYE/RTI Payroll) cover workflows that have no US equivalent. Designed for sole traders, freelancers, SMBs, and their accountants. Includes 12 skills acr
Details
- Kind
- Plugins
- Topic
- Finance & crypto
- Publisher
- mlobo2012
- Origin
- marketplace
- Category
- ferramentas
- Stars
- 5
- Forks
- 1
- Last push
- 2026-04-21T14:24:50Z
- Repository state
- ativo
- Language
- Python
- Added
- 2026-08-30 01:48:58
- Updated
- 2026-08-30 01:48:58
- Origin id
mlobo2012/uk-smb-finance-accounting-plugin/uk-finance-accounting
README
# UK SMB Finance & Accounting Plugin A Claude Code / Cowork plugin for UK finance and accounting workflows — journal entries, reconciliation, purchase invoice scanning, financial statements, VAT, MTD, payroll, Companies House, and internal controls. Built for sole traders, freelancers, and SMBs under FRS 102/IFRS, Companies Act 2006, and HMRC regulations. > 🏗️ **Architecture:** This plugin is built on and derived from the > official > [Anthropic Finance & Accounting Plugin](https://github.com/anthropics/knowledge-work-plugins/tree/main/finance) > (US version). All US-specific content has been replaced with verified > UK equivalents — including FRS 102 instead of US-GAAP, HMRC VAT & > MTD instead of US sales tax, employer NIC & auto-enrolment pension > instead of FICA/401(k), plus new UK-specific skills (VAT > Reconciliation, MTD Filing, Companies House, PAYE/RTI Payroll) with > no US equivalent. > **Getting the most out of this plugin?** If you need help with setup, want it customised to your firm's workflows, or just want to talk through what's possible — [reach out to AI Heroes](https://www.ai-heroes.co/contact). We're building these tools to be as valuable as possible and your input drives that. ## Commands | Command | Description | |---------|-------------| | `/journal-entry` | Journal entry preparation — accruals, fixed assets, prepaids, payroll (employer NIC, auto-enrolment pension), revenue entries with FRS 102 treatment | | `/financial-statements` | Financial statements — P&L (Companies Act Format 1/2), Balance Sheet, Cash Flow, with period comparison | | `/reconciliation` | Account reconciliation — GL vs. subledger, bank (BACS/Faster Payments/Open Banking), intercompany | | `/variance-analysis` | Variance/flux analysis — price/volume/mix decomposition with narrative and waterfall charts | | `/internal-controls` | Internal controls testing — workpapers, sample selections, UK Corporate Governance Code 2024, ISA (UK) | | `/scan-invoices` | Purchase invoice scanning — render scanned PDF pages, extract purchase ledger data from invoices and credit notes, validate it, and build an Excel workbook for VAT review | | `/vat-reconciliation` | VAT reconciliation — VAT control account, 9-box MTD return, partial exemption handling | | `/mtd-filing` | Making Tax Digital — VAT quarterly returns and ITSA updates via HMRC API, deadlines and penalties | | `/companies-house` | Companies House — annual accounts, confirmation statements, size classification, audit exemption, filing deadlines | ## Skills (auto-activated) | Skill | Description | |-------|-------------| | journal-entry-prep | JE best practices, FRS 102 recognition, capital allowances (AIA £1M, full expensing, WDA), approval matrices | | journal-entry | JE command workflow with UK chart of accounts reference | | reconciliation | Reconciliation methodology including bank, subledger, and intercompany | | financial-statements | P&L, Balance Sheet, Cash Flow under Companies Act / FRS 102 with flux analysis | | variance-analysis | Variance decomposition with UK materiality thresholds (ISA UK 320) | | close-management | Month-end close checklist with VAT deadlines, PAYE 22nd payment, annual close activities | | controls-testing | UK Corporate Governance Code 2024 Provision 29, ISA (UK) 265 deficiency classification | | internal-controls | Full ICS assessment framework for UK entities | | scan-invoices | Batched purchase invoice OCR workflow with PDF-to-image conversion, vision extraction, validation flags, duplicate detection, and workbook generation for VAT-ready purchase ledgers | | vat-reconciliation | VAT control account reconciliation, 9-box return, partial exemption, reverse charge | | mtd-filing | HMRC MTD VAT & ITSA filing workflow, API bridging, penalty regime | | companies-house | Companies Act 2006 filing requirements, size thresholds, late penalties | | payroll-uk | Date-aware payroll reference with deterministic lookups for high-risk rates, deadlines, and BiK timing | ## Configuration ### Annual Rate Updates The plugin no longer relies on a single yearly rates file. Update the effective-dated records in: - `finance-uk/data/rates/` - `finance-uk/data/forms/` - `finance-uk/data/deadlines/` Use the local tools in `finance-uk/tools/` to verify the new entries before updating skill prose. ### MCP Integration This plugin works best with MCP servers connected to your financial data. Add the relevant servers in `.mcp.json`: - **Accounting** (e.g. Xero, Sage, FreeAgent, QuickBooks) — trial balances, journal entries, invoices - **Payroll** (e.g. Sage Payroll, BrightPay, Gusto UK) — PAYE, NIC, pension data - **Banking** (e.g. Open Banking, Plaid, TrueLayer) — bank feeds, BACS/FPS matching - **HMRC** (e.g. MTD API, Government Gateway) — VAT returns, ITSA submissions - **Data Warehouse** (e.g. Snowflake, BigQuery) — analysis, historical comparisons Without MCP servers, you can paste data or upload files for analysis. ## Example Workflows ### Month-End Close April 2026 ``` /journal-entry payroll 2026-04 ``` Claude books PAYE, employer NIC (15%), auto-enrolment pension (3% employer / 5% employee), and statutory payments with correct GL coding. ### VAT Return Q1 2026 ``` /scan-invoices "/path/to/purchase-invoices" --quarter 2025-Q3 ``` Claude renders the scanned purchase invoice PDFs, extracts invoice fields in batches, validates arithmetic and duplicates, and writes a purchase ledger workbook you can review before filing. ``` /vat-reconciliation 2026-Q1 ``` Claude reconciles output/input VAT, prepares the 9-box MTD return, handles partial exemption and reverse charge, and walks through the HMRC submission. ### Purchase Invoice QA Run ``` /scan-invoices "/path/to/purchase-invoices" --quarter 2025-Q3 --sample-pages 15 --seed 42 ``` Claude processes a reproducible random subset of pages, which is useful for prompt tuning and OCR QA before you run the full archive. ### Annual Accounts 2025-26 ``` /financial-statements annual 2025-26 --format companies-act ``` Claude generates P&L (Format 1), Balance Sheet, and notes under Companies Act / FRS 102 with prior year comparison and size classification. ## Repository Structure ``` ├── finance-uk/ # The plugin (canonical source) │ ├── .claude-plugin/plugin.json # Plugin manifest │ ├── skills/ # 13 skill files including purchase invoice scanning │ ├── README.md # Full plugin documentation │ ├── [CONNECTORS.md](finance-uk/CONNECTORS.md) # MCP connector categories │ ├── .mcp.json # MCP server configuration │ └── LICENSE # Apache 2.0 + Commons Clause │ └── .gitignore # Git ignore rules ``` ## Installation ### Option 1: Claude Desktop — Drag & Drop (recommended) 1. Download the latest `.zip` from the [Releases page](https://github.com/mlobo2012/UK-SMB-Finance-Accounting-Plugin/releases) 2. In the Claude Desktop app, go to **Plugins** → **Upload plugin** 3. Drag and drop the zip file — the plugin installs automatically > **Note:** The zip is a snapshot. When updates are available, download the latest release and reinstall. ### Option 2: Claude Code CLI ```bash # Clear any previous cache first rm -rf ~/.claude/plugins/marketplaces/*UK* rm -rf ~/.claude/plugins/cache/*UK* # Step 1: Add this repo as a plugin marketplace claude plugins marketplace add mlobo2012/UK-SMB-Finance-Accounting-Plugin # Step 2: Install the plugin claude plugins install finance-uk@UK-SMB-Finance-Accounting-Plugin ``` > **Troubleshooting:** If you get "not found" errors, clear the cache directories above and try again. The marketplace name in the install command is `UK-SMB-Finance-Accounting-Plugin` (not the GitHub path). ### Option 3: Clone and point ```bash git clone https://github.com/mlobo2012/UK-SMB-Finance-Accounting-Plugin.git claude --plugin-dir ./UK-SMB-Finance-Accounting-Plugin/finance-uk ``` After installation, use `/journal-entry`, `/scan-invoices`, `/reconciliation`, `/vat-reconciliation`, etc. ## Documentation See [finance-uk/README.md](finance-uk/README.md) for full plugin documentation including commands, skills, example workflows, and tax rates. See [finance-uk/CONNECTORS.md](finance-uk/CONNECTORS.md) for MCP connector categories and recommended UK platforms. ## Author Built by [AI Heroes](https://www.ai-heroes.co). ## License [Apache 2.0 + Commons Clause](finance-uk/LICENSE) — free for private and internal business use. Commercial resale is not permitted.