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Finance Pack

Finance & Billing — agreement reconciliation, license true-up, and margin analysis across PSA, accounting, and distribution tools.

Installation

Install this plugin individually:

/plugin marketplace add wyre-technology/msp-claude-plugins --plugin finance-pack

Or install all MSP plugins at once:

/plugin marketplace add wyre-technology/msp-claude-plugins

Features

Agreement Reconciliation
License True Up
Margin Analysis

Skills

This plugin provides 3 skills that teach Claude about Finance Pack:

Skill	Description
`agreement-reconciliation`	Use this skill when reconciling a PSA contract or agreement against what an MSP is actually invoicing in its accounting system, across any combination of PSA (Autotask, HaloPSA, ConnectWise, Syncro) and accounting platform (QuickBooks Online, Xero).
`license-true-up`	Use this skill when matching cloud-marketplace subscription seat counts (Pax8, Sherweb) against what is actually being billed to the client and what is actually deployed/active in the tenant (M365/CIPP user counts where available).
`margin-analysis`	Use this skill when computing per-client or per-service-line margin for an MSP: revenue from PSA billing/accounting invoices minus cost from Pax8/Sherweb wholesale pricing plus estimated labor from PSA time entries where available.

Agents

This plugin provides 3 agents for autonomous task execution:

Agent	Description
`billing-drift-detector`	Use this agent when an MSP billing team, controller, or account manager needs to run a portfolio-wide sweep for contract-vs-invoice mismatches — surfacing every client where the PSA agreement and the accounting invoice disagree, ranked by dollar impact.
`profitability-ranker`	Use this agent when an MSP owner, operations leader, or finance lead needs to rank clients from most to least profitable using actual revenue and cost data, flagging any operating at a loss.
`renewal-calendar-builder`	Use this agent when an MSP account manager, sales leader, or operations manager needs a forward-looking view of every upcoming contract and subscription renewal across the connected PSA and cloud-marketplace distributors, with recommended lead time per renewal.

Commands

Available slash commands:

Command	Description
`/month-end-recon`	Run the full billing-drift sweep for a billing period, formatted as a month-end reconciliation report
`/renewals`	List upcoming contract and subscription renewals within a window, sorted by date
`/true-up`	Run the license true-up reconciliation for one client or the whole portfolio

API Reference

Base URL
Authentication
Rate Limit
Documentation

Example Usage

Run the full billing-drift sweep for a billing period, formatted as a month-end reconciliation report

/month-end-recon

List upcoming contract and subscription renewals within a window, sorted by date

/renewals

Run the license true-up reconciliation for one client or the whole portfolio

/true-up

Using Skills

/skill finance-pack:agreement-reconciliation

Use this skill when reconciling a PSA contract or agreement against what an MSP is actually invoicing in its accounting system, across any combination of PSA (Autotask, HaloPSA, ConnectWise, Syncro) and accounting platform (QuickBooks Online, Xero).