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cortex-plugin-financial-statements

ESM
v1.0.0

Financial Statement Generator — QuickBooks, Xero, and FreshBooks integration for P&L, balance sheet, cash flow statements, and variance analysis with natural-language querying

0.00CortexPrism
accountingcortex-plugincortexprismdenofinanceplugin

Install Command

$ cortex plugins install marketplace:cortexprism.io/plugins/cortex-plugin-financial-statements
Website RepositoryEntry: plugins/cortex-plugin-financial-statements/mod.ts

Configuration

Plugin Type
ESM
Entry Point
plugins/cortex-plugin-financial-statements/mod.ts

Tags

accountingcortex-plugincortexprismdenofinanceplugin

Statistics

Downloads
0
Rating
0.0
/ 5.0
Version
v1.0.0
Published
June 19, 2026

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README

Financial Statement Generator

Accounting plugin for CortexPrism — QuickBooks, Xero, and FreshBooks integration for P&L, balance sheet, cash flow, and variance analysis.

Installation

cortex plugin install github:CortexPrism/cortex-plugin-financial-statements

Tools

ToolDescription
fs_get_profit_lossGenerate P&L statement with revenue, COGS, expenses breakdown
fs_get_balance_sheetGenerate balance sheet with assets, liabilities, equity
fs_get_cash_flowGenerate cash flow statement (direct/indirect method)
fs_get_varianceBudget vs Actual variance analysis with anomaly flagging
fs_list_accountsList chart of accounts with balances
fs_analyze_transactionsTransaction trend analysis and anomaly detection

Configuration

{
  "plugins": {
    "cortex-plugin-financial-statements": {
      "quickbooksClientId": "your-client-id",
      "quickbooksClientSecret": "your-client-secret",
      "quickbooksRealmId": "your-realm-id",
      "xeroClientId": "your-xero-client-id",
      "xeroClientSecret": "your-xero-client-secret"
    }
  }
}

Supported Platforms

  • QuickBooks — OAuth2
  • Xero — OAuth2
  • FreshBooks — OAuth2

License

MIT

Published June 19, 2026 · Updated June 19, 2026