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fin-monthly-close-kickoff

Official

Kick off monthly close with a finance checklist.

Finance & Accounting#finance#pnl#monthly-close#reconciliations#receivables#payables
AuthorEvolutionAPI
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Monthly close kickoff provides a structured, repeatable way to initiate month-end close, align the finance team, and reduce manual coordination.

Core Features & Use Cases

  • Generates a closing checklist with status-ready tasks for reconciliations, invoicing, and approvals.
  • Produces a simplified income statement (P&L) for the reference month and a comparison to the prior period.
  • Identifies pending items (receivables, payables) and upcoming payables for the new month.
  • Triggers on standard phrases and a monthly schedule to ensure timely execution across teams.

Quick Start

Say 'monthly close' to start the monthly close kickoff and generate the closing package for the current reference month.

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: fin-monthly-close-kickoff
Download link: https://github.com/EvolutionAPI/evo-nexus/archive/main.zip#fin-monthly-close-kickoff

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