Fix transactions, migrate information, and create reports, all within Claude. Work on one or many businesses at once. Download open-source accounting skills made by CPAs from ReInvestWealth: https://www.reinvestwealth.com/skills
Here is a high level overview of what the MCP can do:
- Posts adjustments, ties the balance sheet, and locks the period. Flags what needs your judgment.
- Creates, edits, and recategorizes transactions, and backfills whole years from any file.
- Creates and sends invoices. Matches uploaded receipts to the transactions they belong to.
- Builds the report or projection, then drafts the client email. Connect your Gmail or Outlook to auto-send emails.
- Gets financial records ready in PDF and CSV before filing season starts.
- Reads transactions, receipts, the general ledger, and the trial balance, so answers come from your real numbers.
