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

Tool	Description
fs_get_profit_loss	Generate P&L statement with revenue, COGS, expenses breakdown
fs_get_balance_sheet	Generate balance sheet with assets, liabilities, equity
fs_get_cash_flow	Generate cash flow statement (direct/indirect method)
fs_get_variance	Budget vs Actual variance analysis with anomaly flagging
fs_list_accounts	List chart of accounts with balances
fs_analyze_transactions	Transaction 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