Skill
Spreadsheets
Read, edit and analyze spreadsheet files, with attention to formulas and recalculation.
◌ Claude ecosystemData & finance
Short answer
Use a spreadsheet skill to edit a workbook, a data-analysis plugin to investigate datasets, an accounting plugin to prepare reconciliation work, and a billing connector to inspect invoices. These are different jobs with different evidence and approval requirements.
A workbook is not a live billing system
The spreadsheet skill helps with file-based formulas and analysis. Stripe and QuickBooks connect to business systems, and the Duet announcement names them for checking unpaid invoices and drafting reminders. Do not choose a connector simply because your spreadsheet happens to contain financial information. When a local export is enough, it can avoid granting unnecessary access to a live account.
Match the resource to the question
For “why did this metric change?”, begin with the data analyst plugin and a dataset with defined units and dates. For “why do these balances differ?”, the finance plugin provides reconciliation-oriented guidance. For “who still needs to pay?”, inspect current invoice status through the billing system. Keep currencies, time zones and reporting periods explicit; comparing unlike periods can produce a convincing but invalid conclusion.
Validate before you automate
Ask a file-based analysis to identify missing rows and assumptions before generating a chart. Check workbook formulas after recalculation, not just their displayed cached values. Reconcile totals to a known source and retain unexplained differences. For invoice reminders, confirm due dates, disputes and the intended recipient. Start with a proposed action list or draft, not a bulk send.
Prefer read-only access and exports for a first run
Nothing in these resources requires you to hand over a live account on day one. The spreadsheet skill works on a file you provide. The data analyst plugin README describes a path without a warehouse connection, where you paste results or upload CSV and Excel files. A first run on an export shows you how the analysis is built, what assumptions it makes and where it needs correction, while the real systems remain untouched.
Keep financial boundaries visible
The finance plugin is not financial, tax or audit advice, and its own documentation requires qualified review. Duet’s announcement excludes securities trading and transfers between accounts even with approval. “Duet documented” on an invoice connector means the integration is named in an official source—not that this guide tested your account or authorized payment actions. The repository skills and plugins remain labeled ecosystem-only here.
Resources in this guide
Every entry in the Data & finance category, with its compatibility label. Open a page to see the source quote, limits and a starter prompt.
Plugin
Data analyst
Explore datasets, write SQL, build visualizations and validate analyses.
◌ Claude ecosystemData & finance
Plugin
Finance & accounting
Support reconciliation, journal-entry preparation, variance analysis and month-end close.
◌ Claude ecosystemData & finance
Connector
Intuit QuickBooks
Check unpaid invoices and draft reminders using connected accounting context.
● Duet documentedData & finance
Connector
Stripe
Use invoice context to identify unpaid items and prepare reminders.
● Duet documentedData & finance
Source notes
These sentences come word for word from stored source snapshots, and a build check confirms they are still present.
Check Intuit QuickBooks or Stripe for unpaid invoices and draft reminders.
duet retrieved .A few things are off-limits even with your approval, like trading securities or moving money between accounts.
duet retrieved .does not provide financial, tax, or audit advice
plugin-finance retrieved .