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lattice/finance
Streamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed up audit prep, month-end close, and keeping your books clean.
Streamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed up audit prep, month-end close, and keeping your books clean.
| Name | Type | Description |
|---|---|---|
finance-income-statement |
command | Generate and analyze income statements |
finance-journal-entry |
command | Prepare journal entries |
finance-reconciliation |
command | Perform account reconciliations |
finance-sox-testing |
command | Conduct SOX compliance testing |
finance-variance-analysis |
command | Analyze budget vs actual variances |
finance-audit-support |
skill | Support audit preparation and documentation |
finance-close-management |
skill | Manage month-end and period close processes |
finance-financial-statements |
skill | Prepare and review financial statements |
finance-journal-entry-prep |
skill | Prepare and validate journal entries |
finance-reconciliation |
skill | Detailed account reconciliation workflows |
finance-variance-analysis |
skill | Deep-dive variance analysis and reporting |
| Server | URL |
|---|---|
| bigquery | https://bigquery.googleapis.com/mcp |
| slack | https://mcp.slack.com/mcp |
| ms365 | https://microsoft365.mcp.claude.com/mcp |
| Category | Placeholder | Included servers | Other options |
|---|---|---|---|
| Data warehouse | ~~data warehouse |
Snowflake*, Databricks*, BigQuery | Redshift, PostgreSQL |
~~email |
Microsoft 365 | -- | |
| Office suite | ~~office suite |
Microsoft 365 | -- |
| Chat | ~~chat |
Slack | Microsoft Teams |
| ERP / Accounting | ~~erp |
-- (no supported MCP servers yet) | NetSuite, SAP, QuickBooks, Xero |
| Analytics / BI | ~~analytics |
-- (no supported MCP servers yet) | Tableau, Looker, Power BI |
* Placeholder -- MCP URL not yet configured
Enable in Lattice Workbench:
Settings → Plugin Packs → Enable "Finance"
