Close Month
Runs your full month-end close: pulls QuickBooks transactions and payment processor settlements (Stripe, PayPal, Square), reconciles them with a ±2 day match window, then surfaces unmatched deposits, QB entries with no processor record, and variance lines. Flags uncategorized transactions, likely duplicates, and missing receipts over $75. After you triage, it writes a plain-English P&L narrative that infers the why from transaction patterns and vendor names, then exports an Excel workbook and PDF summary to Drive, OneDrive, or your desktop. It won't auto-fix anything, which is the right call. Useful if you're closing books monthly and tired of manually cross-checking three dashboards, or if your accountant keeps asking why the Stripe total doesn't match QB.
- skills.sh installs
- 1.9K
- GitHub stars
- 35.3K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add anthropics/knowledge-work-plugins --skill close-month --agent claude-codeInstalls into .claude/skills of the current project.
Files
Run the month-end chain. Close, then forecast off the closed books, then publish. The ordering is the product.
Parse arguments:
--month(default: previous calendar month) —YYYY-MM--save-to(defaultfiles) —files(Drive / OneDrive),desktop, orboth
A ledger is required — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books, whichever is connected; they are peers (../../shared/connector-neutrality.md). If none is reachable, stop and say so. Reconciliation without a ledger is not a close. Offer the CSV path from month-end-prep rather than producing a partial packet. If two ledgers are connected, ask which holds the books being closed and name it in the packet.
Step 1 — Close and reconcile (month-end-prep)
Run month-end-prep for the target month, start to finish.
- In: the target month.
- Out: the reconciliation table, the flagged items (uncategorized, suspicious duplicates, missing receipts), the P&L narrative, and the close packet XLSX plus one-page PDF.
- Gate:
month-end-prep's own Step 6 sign-off holds. The owner triages every flagged item — or explicitly skips it — before anything downstream runs.
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- Repository
- github.com/anthropics/knowledge-work-plugins
- Categories
- Sales & Marketing, Finance & Trading
- First seen
- Jul 14, 2026
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