Month End Prep

anthropics/knowledge-work-pluginsOfficial

Automates the monthly close for small businesses by reconciling QuickBooks against PayPal, Square, or Stripe settlements, then surfacing everything that needs attention: uncategorized transactions, missing receipts over $25, likely duplicates, and settlement mismatches. It walks you through an eight-step checklist with approval gates so nothing gets skipped, then exports a spreadsheet and a one-page PDF with a plain-English P&L narrative. The workflow is methodical, maybe overly so if your books are already tight, but it catches the stuff that usually only surfaces when your accountant sends a list of questions three weeks later. Falls back to CSV imports if connectors are missing.

skills.sh installs: 1.8K
GitHub stars: 35.3K
last updated: Aug 21, 2026

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Install

$ npx -y skills add anthropics/knowledge-work-plugins --skill month-end-prep --agent claude-code

Installs into .claude/skills of the current project.

Files

Month End Prep

Quick start

Connect your bookkeeping ledger and at least one payment processor, then say "let's close the month." Claude walks you through each step of the checklist, pausing for your input at each gate before moving forward.

Any connected ledger runs the close. Each has a reference file for its reads and its "needs attention" signal: reference/quickbooks-reconcile.md, reference/xero-reconcile.md, reference/zoho-books-reconcile.md; NetSuite and MYOB are in reference/v2_sources.md. Ledgers are peers (../../shared/connector-neutrality.md): if two are connected, ask which holds the books being closed, read the other only for what it uniquely holds, and never sum a figure across both.

Every amount is in the business's currency (../../shared/currency-and-locale.md). The thresholds below (0.50, 0.01, 25) are in that currency.

If a connector is missing, Claude falls back to asking for a CSV export — it won't silently skip a step.