accounting-ai-plugins

Accounting AI Plugins — Claude + Codex + Perplexity + Manus

The first downloadable AI plugins built for accounting professionals. Categorize transactions, close month-end, prep tax returns, and generate audit workpapers in minutes.

A bookkeeper spending 15 minutes per client on categorization across 20 clients loses 5 hours a week. A tax preparer doing document checklists for 100 returns burns 50 hours a season. These plugins eliminate that — and if you use Claude, the QuickBooks Online MCP server connects live to your clients' books.

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What's Inside

Plugin	What It Does	Best For
Transaction Categorizer	Batch-categorizes transactions by GL code with anomaly flags, duplicate detection, deduction identification, and NEEDS REVIEW tagging for exceptions.	Bookkeepers handling 200+ transactions/month per client
Month-End Reporter	Turns a trial balance or P&L into a client-ready monthly summary with variance analysis, ratio calculations, and 2-3 actionable advisory notes.	Accountants closing 15+ clients/month
Tax Prep Assistant	Generates document checklists by entity type (1040/1120-S/1065/1120), runs a systematic deduction finder, organizes prep worksheets by IRS schedule.	Tax preparers during crunch season
Client Communication	Drafts professional emails for any situation — document requests with escalating tone, engagement letters, advisory notes, payment reminders, IRS notice responses.	Firms wanting consistent, professional client communication
Audit Prep	Produces PBC lists by FS area, reconciliation templates, audit workpapers with lead sheets and substantive test documentation, and internal control deficiency write-ups.	Auditors building engagement documentation

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Platforms

Works as a downloadable plugin for:

• Claude Code — Full MCP server integration + Claude Code skills (auto-invoked commands)
• ChatGPT / Codex — Custom GPT with knowledge files and conversation starters
• Perplexity — Space instructions with search-optimized prompts
• Manus — Autonomous agent instructions

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Quick Start

Claude Code (recommended)

# Clone the repo
git clone https://github.com/PAMF2/accounting-ai-plugins.git

# Install as a Claude Code plugin
claude plugin install ./accounting-ai-plugins

Skills auto-register. Type /categorize-transactions, /month-end-report, /tax-prep, /client-email, or /audit-prep in any Claude Code session.

Claude (claude.ai)

1. Open claude.ai and create a new Project
2. Copy the system prompt from plugins/<plugin-name>/claude/system-prompt.md into Project instructions
3. Upload knowledge files from plugins/<plugin-name>/claude/knowledge/
4. Start the conversation — the AI is now a trained accounting specialist

ChatGPT / Codex

1. Go to chat.openai.com > Explore GPTs > Create
2. Paste the contents of plugins/<plugin-name>/codex/instructions.md into the instructions field
3. Upload knowledge files from plugins/<plugin-name>/codex/knowledge/
4. Add conversation starters from plugins/<plugin-name>/codex/config.json
5. Save and use

Perplexity

1. Open Perplexity and go to Spaces
2. Create a new Space for the plugin
3. Paste the system prompt from plugins/<plugin-name>/claude/system-prompt.md as the Space instructions
4. Start a conversation — Perplexity applies the prompt across all searches in that Space

Manus

1. Open Manus and create a new agent
2. Paste the system prompt from plugins/<plugin-name>/claude/system-prompt.md as agent instructions
3. Upload knowledge files as agent context
4. Deploy for autonomous accounting task execution

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MCP Server — QuickBooks Online

Connect Claude directly to QuickBooks Online. Pull live P&Ls, balance sheets, transaction lists, AR/AP aging, and the general ledger — then feed that data straight into any plugin's workflow. No exports, no copy-paste.

14 tools, 2 prompts.