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close-my-month

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Close the books end-to-end, in draft.

Finance & Accounting#reconciliation#financial statements#variance analysis#accruals#month-end close#cutoff check#draft journal entries
Authorakiotanaka847
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: close-my-month
Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#close-my-month

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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