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Close Management

Handles the monthly accounting close process with a detailed five-day calendar, dependency mapping, and status tracking. You'll get pre-close checklists, day-by-day task breakdowns from T+1 through hard close, and a clear view of what blocks what (cash entries before bank recs, subledger reconciliations before balance sheet recs, tax provision after pre-tax income). The dependency map is honestly the most useful part since it shows you the critical path and where you can parallelize work to shorten the close. Also includes a status dashboard template and metrics to track close duration over time. Built for controllers and accounting managers who need to coordinate multiple people hitting sequential deadlines, not for the accountants doing individual tasks.

skills.sh installs
3.1K
GitHub stars
35.3K
last updated
Aug 21, 2026

Install

$ npx -y skills add anthropics/knowledge-work-plugins --skill close-management --agent claude-code

Installs into .claude/skills of the current project.

Files

Close Management

Important: This skill assists with close management workflows but does not provide financial advice. All close activities should be reviewed by qualified financial professionals.

Month-end close checklist, task sequencing and dependencies, status tracking, and common close activities organized by day.

Month-End Close Checklist

Pre-Close (Last 2-3 Business Days of the Month)

  • Send close calendar and deadline reminders to all contributors
  • Confirm cut-off procedures with AP, AR, payroll, and treasury
  • Verify all sub-systems are processing normally (ERP, payroll, banking)
  • Complete preliminary bank reconciliation (all but last-day activity)
  • Review open purchase orders for potential accrual needs
  • Confirm payroll processing schedule aligns with close timeline
  • Collect information for any known unusual transactions

Close Day 1 (T+1: First Business Day After Month-End)

Sponsors

Details

Repository
github.com/anthropics/knowledge-work-plugins
Categories
Productivity & Planning, Sales & Marketing
First seen
Apr 16, 2026

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