Preface¶

The extension approach for DSH is close to “everything is a plugin”: specific tasks are distilled into plugins and then attached to the current DSH environment for use. The community directory is an independent site and is not equivalent to an official app store operated by DeepSeek or High-Flyer.

In finance and accounting scenarios, the common need is not to have the model directly modify business systems, but to organize entries preparation, reconciliation, statements, variance analysis, close planning, SOX testing, and audit support into reviewable work products. zhang787jun/dsh-finance addresses this need: it is a DSH plugin maintained by zhang787jun, adapted from Anthropic’s Finance plugin, used to prepare and validate finance and accounting work. It is an independent community adaptation and does not represent an endorsement by Anthropic.

What This Is¶

One-line positioning: Finance and accounting workflows for DeepSeek Harness, adapted from Anthropic’s Finance plugin.

It addresses “preparing and checking finance and accounting workflows within DSH” but does not cross authorization boundaries: it does not post entries, lock accounting periods, send reports, sign off reconciliations, approve controls, or make investment decisions.

The license is MIT AND Apache-2.0. The original code in the repository is MIT-licensed; the eight adapted finance skills are derived from Apache-2.0-licensed Anthropic materials.

Core Features¶

Eight Finance Skills¶

Below are the eight skills it covers:

Five Tools¶

It provides five tools for deterministic checks and extensions within DSH:

• finance_journal_entry_check: Validates debit-credit balance, line structure, missing documentation, and segregation between preparer and approver. It does not authorize posting entries.
• finance_reconciliation_snapshot: Computes adjusted balances, aging, category totals, flags for long-outstanding items, and sign-off readiness. It does not authorize sign-off.
• finance_variance_bridge: Verifies whether signed drivers can bridge from baseline to actuals, exposes residuals, and assesses materiality thresholds.
• finance_research_workflow: Plans sourced, publicly available market research.
• portfolio_risk_snapshot: Calculates exposure and concentration controls based on provided positions.

finance_research_workflow and portfolio_risk_snapshot are DSH extensions retained from version 0.1 and are not part of the alignment with Anthropic Finance.

Installation and Activation¶

First, confirm that you accept its licensing boundaries, then install the plugin into the target profile:

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

The command above adds dsh-finance to the web profile. Installation does not activate external servers or collect credentials.

Since the plugin runs with the permissions of the current dsh process, you should review the source code, license, and dependencies before installation to confirm it meets your security requirements.

Typical Usage¶

The following example requests illustrate the types of tasks it can be used for:

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.

Through the steps above, you can obtain entry drafts with debit-credit validation, cash GL-to-bank reconciliations, monthly income statements with variance bridges, SOX testing workpapers, and T+5 month-end close plans. All results still require professional review before further use.

Applicable Scenarios and Notes¶

It is suitable for developers or finance teams looking to incorporate finance and accounting workflows into DSH, particularly for the following types of work:

• Entry preparation, supporting material organization, and debit-credit validation.
• GL-to-subledger, bank, intercompany, aging, and category reconciliations.
• Preparation of materials for income statements, balance sheets, cash flow statements, and period-end adjustments.
• Variance analysis covering price/volume, rate/mix, headcount, spend, and more.
• T+1 to T+5 close calendars, dependencies, critical paths, and status retrospectives.
• SOX scoping, assertions, sampling, evidence, workpapers, and deficiency classification.
• Control matrices, sample selection, test steps, conclusions, and remediation records.

Note the following boundaries:

• If no data source is connected, DSH must request pasted data or local files and explain the resulting evidence limitations.
• Outputs must be reviewed by qualified finance professionals before use in reporting, filings, audit documentation, tax work, or investment decisions.
• The plugin does not perform high-privilege actions: it does not post entries, lock accounting periods, send reports, sign off reconciliations, approve controls, or make investment decisions.
• Before installation, it is recommended to review the repository source code, license, and dependencies to confirm they meet the security requirements of the current DSH environment.

Related Links¶

• GitHub: https://github.com/zhang787jun/dsh-finance
• Directory page: https://www.skillhub.cn/plugins/zhang787jun/dsh-finance