dsh-finance

A finance and accounting plugin for DeepSeek Harness.

Version 0.2 is a capability-level DSH adaptation of Anthropic's official finance plugin, not merely a finance-themed workflow. It ports the upstream plugin's eight skills for journal entries, reconciliation, financial statements, variance analysis, close management, SOX testing, and audit support, then adds deterministic DSH validation tools.

The source baseline is Anthropic Finance 1.3.0 at commit a006314. This is an independent community adaptation and is not endorsed by Anthropic.

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Upstream parity

Anthropic Finance skill	DSH skill	Coverage
journal-entry	dsh-finance-journal-entry	Accruals, depreciation, prepaids, payroll, revenue entries, support, and review
journal-entry-prep	dsh-finance-journal-entry-prep	Standard entry patterns, documentation, approval matrix, and error checks
reconciliation	dsh-finance-reconciliation	GL-to-subledger, bank, intercompany, aging, categorization, and escalation
financial-statements	dsh-finance-financial-statements	Income statement, balance sheet, cash flow, GAAP/IFRS presentation, and period-end adjustments
variance-analysis	dsh-finance-variance-analysis	Price/volume, rate/mix, headcount, spend, materiality, narratives, and waterfalls
close-management	dsh-finance-close-management	T+1 to T+5 close calendar, dependencies, critical path, status, and retrospectives
audit-support	dsh-finance-audit-support	SOX scoping, assertions, sampling, evidence, workpapers, and deficiency classification
sox-testing	dsh-finance-sox-testing	Control matrices, sample selection, test steps, conclusions, and remediation

All eight skills preserve the upstream workflows and detailed reference content. Claude-specific invocation and connector assumptions were changed for DSH, and every modified file carries an adaptation notice.

DSH tools

The plugin registers five tools:

• finance_journal_entry_check validates debit-credit balance, line structure, documentation gaps, and preparer/approver separation. It never authorizes posting.
• finance_reconciliation_snapshot calculates adjusted balances, item aging, category totals, stale-item flags, and sign-off readiness. It never authorizes sign-off.
• finance_variance_bridge proves that signed drivers bridge base to actual, exposes residuals, and evaluates materiality thresholds.
• finance_research_workflow plans source-backed public-market research.
• portfolio_risk_snapshot calculates exposure and concentration controls from supplied positions.

The last two are DSH extensions retained from version 0.1. They are not presented as part of Anthropic Finance parity.

Install

Install from GitHub into a DSH profile:

dsh plugin --profile web add github:zhang787jun/dsh-finance

Restart DSH:

dsh web

For local development:

pnpm install
pnpm run check
dsh plugin --profile web add .

Example requests

Prepare the July AP accrual journal entry, show the support, and validate that debits equal credits.

Reconcile the cash GL to the bank statement as of 2026-07-31 and age every open item.

Build the monthly income statement, flag material variances, and reconcile the waterfall drivers.

Create a SOX testing workpaper for the revenue-recognition control for 2026-Q2.

Build a T+5 month-end close plan with owners, dependencies, blockers, and a critical path.

Connectors

The skills use tool categories such as ~~erp, ~~data warehouse, and ~~office suite. See CONNECTORS.md and connectors.example.json.

Installation does not activate external servers or collect credentials. Without a connected source, DSH must request pasted data or local files and state the resulting evidence limitation.

Human approval boundary

This plugin prepares and validates analyst work product. It does not post journal entries, lock accounting periods, send reports, sign off reconciliations, approve controls, or make investment decisions. Those actions remain with authorized people in the relevant system.

All outputs require review by qualified financial professionals before use in reporting, filings, audit documentation, tax work, or investment decisions.

Development

pnpm run typecheck
pnpm run test
pnpm run build
pnpm run check

pnpm run check runs type checking, tests, build, and npm pack --dry-run.

License and attribution

Original code in this repository is MIT licensed. The eight adapted finance skills are derived from Apache-2.0-licensed Anthropic material. See THIRD_PARTY_NOTICES.md and LICENSES/Apache-2.0.txt.