SG Money & Accounting — Cowork Plugin

This pack helps Singapore SME owners turn scattered finance data into decisions they can act on: what needs reconciling, whether payroll is safe, who needs chasing, and which products or services are protecting margin. The business benefit is fewer month-end surprises, better cash visibility, and less manual work before handing numbers to an accountant. You stay in control of every action that touches money.

• You're closing the books at month-end and reconciling against your payment processors.
• You're worried about runway or whether you'll make payroll.
• Customers owe you money and overdue invoices need chasing.
• You're deciding whether to raise prices and want to see the margin impact first.
• You're prepping numbers to hand to your accountant.

1. 1Say a trigger phrase like "close the month", "will I make payroll?", "who owes me money?", or "should I charge more?"
2. 2Claude picks the right skill, pulls from whatever you've connected, and shows you a draft.
3. 3Approve, edit, or skip — nothing that moves money happens without your sign-off.

• close-month

  Reconciles Xero against HitPay, Stripe, Shopify, and Shopee/Lazada settlements, flags gaps, surfaces your GST position, and exports a close packet.

• month-end-prep

  The guided month-end close — walks you through reconciliation, flags uncategorised or duplicate transactions and missing receipts, and writes a plain-English P&L narrative.

• cash-flow-snapshot

  A 30/60/90-day cash-flow forecast with confidence bands and named risk flags, from Xero/HitPay/Stripe or a CSV upload.

• month-heads-up

  Runs on the 25th — a 30-day cash outlook that flags anything needing attention before month-end.

• invoice-chase

  Drafts overdue-invoice reminders matched to each customer's payment history and tone, with a PayNow/HitPay link on approval.

• plan-payroll

  Forecasts cash, ranks overdue invoices, and stages reminders so you can confidently run payroll — including the CPF outflow.

• margin-analyzer

  Unit-economics analysis by product or service with pricing scenarios, benchmarked against cost changes. Shows the picture; you decide the price.

• price-check

  A quick margin-by-product table plus three pricing scenarios before you change a price.

1. 1Download the .zip below and unzip it — inside you'll find the plugin file and an installation guide.
2. 2Open the Claude desktop app (Cowork) and start a new chat.
3. 3Click the + (attach) button and add the .plugin file — it appears with a PLUGIN badge.
4. 4Type "install this plugin" and send the message. (The install preview only appears after you send.)
5. 5On the preview, click Install. Every skill in the pack loads at once.
6. 6Say a trigger phrase (e.g. "close the month"). When a skill needs a tool, Claude prompts you to connect it via Settings → Connectors.