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Accounting

Journal Entry Builder

Draft a specific journal entry with balanced debits and credits and the support a reviewer will ask for.

Published by Anthropic · knowledge-work-plugins · GitHub

★ 25,690 on GitHub0 downloads on LenderSkills

Free · v1.0.0

Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.

Free, and about thirty seconds: a work email and a six-digit code.

Screened

Downloading shares your name, firm, role, and email with Anthropic. That introduction is what keeps every skill here free.

What this skill does

Drafts a specific journal entry — accrual, depreciation, prepaid amortisation, payroll, revenue — with the debits and credits laid out and the support behind each number spelled out.

What it does

  • Builds the entry with balanced debits and credits and the accounts named
  • Shows the calculation behind each amount rather than just the total
  • Writes the supporting narrative a reviewer or auditor will ask for
  • Flags the assumptions and any figure it could not source

When to use it

  • You are booking a month-end accrual and want the support written up
  • Depreciation, amortisation, or a prepaid release needs recording
  • A revenue or deferred-revenue adjustment has to be posted
  • An entry is going to a reviewer and needs documentation attached

What to have ready

  • The entry type and the period it belongs to
  • The amounts, or the source data to calculate them from
  • Your chart of accounts, or the account names you use
  • Any policy that governs the entry (capitalisation threshold, useful life)

How to use it

  1. Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
  2. Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has [BRACKETED] placeholders, and runs a quick test with you.
  3. Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.

"Use the Journal Entry skill to book our December AP accrual. Invoice list and the cut-off date are attached."

What you get back

A posting-ready entry: accounts, debits and credits, the calculation behind each line, and a supporting memo — with anything unverified called out rather than estimated.

Good to know

  • Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
  • Every draft is a starting point for your own review, not a finished decision.
  • Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
  • Part of the Anthropic Finance plugin. Built for corporate accounting, and it applies directly to a lending shop's own books and to fund-level accounting.

Source & credit

Imported from Anthropic's open-source knowledge-work-plugins library (Apache-2.0). Author: Anthropic — https://github.com/anthropics/knowledge-work-plugins. The author's content is unmodified apart from a legal disclaimer appended at the end of the package. Full credit to the author. Anthropic did not submit this listing and does not endorse it — the original is free at the link above.

Legal disclaimer

This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.

Inside this skill

The actual file you get. Members can read it in full before saving it.

Imported to LenderSkills.ai from Anthropic's open-source knowledge-work-plugins library.
Author: Anthropic - https://github.com/anthropics/knowledge-work-plugins/tree/main/finance
License: Apache-2.0 (see repository LICENSE). Redistributed with attribution; the author's content is unmodified apart from a legal disclaimer appended by LenderSkills at the end of the file.
Imported: 2026-08-26 (upstream finance plugin v1.3.0, commit 6d223a7)
Part of the Anthropic Finance plugin listed on LenderSkills.

name: journal-entry description: Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review. argument-hint: "<entry type> [period]"

Journal Entry Preparation

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Important: This command assists with journal entry workflows but does not provide financial advice. All entries should be reviewed by qualified financial professionals before posting.

Prepare journal entries with proper debits, credits, supporting detail, and review documentation.

Usage

/je <type> <period>

Arguments

  • type — The journal entry type. One of:
    • ap-accrual — Accounts payable accruals for goods/services received but not yet invoiced
    • fixed-assets — Depreciation and amortization entries for fixed assets and intangibles
    • prepaid — Amortization of prepaid expenses (insurance, software, rent, etc.)
    • payroll — Payroll accruals including salaries, benefits, taxes, and bonus accruals
    • revenue — Revenue recognition entries including deferred revenue adjustments
  • period — The accounting period (e.g., 2024-12, 2024-Q4, 2024)

Workflow

1. Gather Source Data

If ~~erp or ~~data warehouse is connected:

  • Pull the trial balance for the specified period
  • Pull subledger detail for the relevant accounts
  • Pull prior period entries of the same type for reference
  • Identify the current GL balances for affected accounts

If no data source is connected:

Connect ~~erp or ~~data warehouse to pull GL data automatically. You can also paste trial balance data or upload a spreadsheet.

Reading the full skill counts as a download. The contributor receives your name, company, and email.

Ratings & reviews

★★★★★Rate this skill

No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.

Examination record

Archive inspectionPackage unpacked in isolation; contents and paths verified
Executable & binary blockExecutables, binaries, and scripts rejected automatically
Static analysisScanned for exfiltration, credential access, obfuscation, prompt injection
Human reviewA moderator read the skill end to end. Retired on 14 September 2026 — screening decides now.
What each gate checks

Run it in Claude

  1. Copy the install command above
  2. Paste it into Claude, ChatGPT or Cursor
  3. It writes the skill in, fills in your firm’s details, and test-runs it with you

Prefer the file? The prompt above is for a package you already downloaded.

New to skills? Read the 5-minute guide →

Details

Version1.0.0
AddedAug 27, 2026
UpdatedAug 27, 2026
CategoryAccounting
Downloads0
On GitHub★ 25,690
Tagsjournal-entry, accruals, close, accounting

More from Anthropic

Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.

View contributor