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akiotanaka847
akiotanaka847COMMUNITY
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close-my-month

Orchestrate month-end bookkeeping close with reconciliations, journal drafts, and statements.

2|Updated May 8, 2026
Search Tags:#reconciliation#financial statements#variance analysis#accruals#month-end close#cutoff check#draft journal entries
One-click install
npx skills add https://github.com/akiotanaka847/qaio-desktop --skill close-my-month
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: close-my-month
Source: https://github.com/akiotanaka847/qaio-desktop/tree/main/store/agents/bookkeeping/.agents/skills/close-my-month
Command: npx skills add https://github.com/akiotanaka847/qaio-desktop --skill close-my-month

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It orchestrates a full month-end close workflow by reconciling accounts, drafting all due journal entries, running cutoff checks, generating financial statements, and packaging the results—while keeping everything in draft so you stay in control.

Core Features & Use Cases

  • End-to-end month-end close orchestration: Runs reconciliation, accrual refresh, drafting of standard journal entries (including reversing/accrual/prepaid/payroll/revenue recognition/depreciation/stock comp/adjustments), cutoff checks, and statement generation.
  • Cutoff and open-items quality gates: Flags recon breaks, uncategorized/suspense issues, stale accruals, and any journal entries still in draft; surfaces “what to fix” at the top of the close package.
  • Draft-only, never posting: Drafts journal entries and assembles a close package without posting entries, filing, or moving money.

Quick Start

Tell the skill to close the books for 2026-03 and generate the full draft close package, then review and sign off before posting anything.

Frequently Asked Questions about close-my-month

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate month-end close and draft journal entries?▼

Month-end close is automated by orchestrating account reconciliation, accrual refresh, drafting standard journal entries, and running cutoff checks to generate a complete draft close package for sign-off.

What is a cutoff check in financial reconciliation?▼

A cutoff check in financial reconciliation flags recon breaks, uncategorized suspense issues, stale accruals, and draft journal entries, surfacing exactly what needs fixing at the top of the close package.

Can I generate financial statements and variance analysis without posting entries?▼

Financial statements and variance narratives are generated while keeping all journal entries in draft status only, ensuring no entries are posted or money moved until you review and sign off.

Does month-end close work with payroll and billing inputs?▼

Month-end close workflows support optional payroll and billing inputs, applying them to period-based accruals, revenue recognition, and depreciation journal entries within the draft close package.

What's the best way to handle accruals and prepaid journal entries during close?▼

Accruals and prepaid journal entries are handled by refreshing stale accruals and drafting reversing entries, applying chart-of-accounts invariants to build a reproducible close folder with structured snapshots.

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