close-month
Closes the books and turns them into a decision as a three-link chain
by anthropicsFree
Description
close-month is a command from Anthropic's knowledge-work plugins, listed on skills.sh. It closes the books for a month and turns the result into a decision, as a chain of three steps that run in order: close and reconcile, then forecast from the closed books, then publish. The first step runs the month-end-prep process, which reconciles the ledger against every connected payment processor and produces a reconciliation table, flagged items such as uncategorised transactions and suspicious duplicates, a P&L narrative and a close packet in Excel and PDF. The owner must triage or skip every flagged item before the later steps run. A ledger is required, from MYOB, NetSuite, QuickBooks, Xero or Zoho Books, and the command stops if none is reachable. The options set the target month, which defaults to the previous calendar month, and where the packet is saved: to Drive or OneDrive, to the desktop, or to both. It suits finance teams who want the close, the forecast and the publication to happen in a fixed order from one command.…
Highlights
- Three steps in fixed order
- Reconciliation against payment processors
- Flagged items the owner must triage
- Packet saved to Drive, OneDrive or desktop
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close-month FAQ
What does close-month do?
It closes the books for a month, reconciles them, forecasts from the closed figures and publishes the result.
How do I install it?
Run: npx skills add https://github.com/anthropics/knowledge-work-plugins --skill close-month
Which ledger does it need?
MYOB, NetSuite, QuickBooks, Xero or Zoho Books, whichever is connected. It stops if none is reachable.
Can I skip flagged items?
Only by explicit choice. The owner triages or skips each flagged item before anything downstream runs.
Has it been checked for security?
skills.sh lists three audits: Gen Agent Trust Hub Pass, Socket Warn and Snyk Pass. A Warn or Fail is worth reading before you install.
What are the best close-month alternatives?
Popular alternatives to close-month include gl-recon, cash-flow-snapshot and journal-entry. See all close-month alternatives