Description
month-end-prep is a skill from Anthropic's knowledge-work plugins, listed on skills.sh. It reconciles the accounting ledger against payment settlements from PayPal, Shopify, Square and Stripe, and flags the transactions that do not agree. The ledger can be MYOB, NetSuite, QuickBooks, Xero or Zoho Books, and each has its own reference file for its reads and its needs-attention signal. The skill walks the user through the close checklist step by step, pausing at each gate for the user's input before going on. Where two ledgers are connected, it asks which one holds the books being closed and never adds a figure across both. Every amount is in the business's own currency, and the thresholds it uses are set in that currency. The page is written for small business owners who want to close the month without knowing the close process in detail. The listing shows Gen Agent Trust Hub and Socket as Pass, and Snyk as Warn.…
Highlights
- Reconciles the ledger against settlements
- Flags unmatched transactions
- Step-by-step checklist with gates
- Supports five ledgers
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month-end-prep FAQ
What does month-end-prep do?
It reconciles your ledger against payment settlements and walks you through the month-end close, flagging items that do not match.
How do I install it?
Run: npx skills add https://github.com/anthropics/knowledge-work-plugins --skill month-end-prep
Which ledgers does it support?
MYOB, NetSuite, QuickBooks, Xero and Zoho Books.
Does it pause for me?
Yes. It pauses at each gate for your input before it moves on.
Has it been checked for security?
skills.sh lists three audits: Gen Agent Trust Hub Pass, Socket Pass and Snyk Warn. A Warn or Fail is worth reading before you install.
What are the best month-end-prep alternatives?
Popular alternatives to month-end-prep include close-month, reconciliation and tax-prep. See all month-end-prep alternatives