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fin-monthly-close-kickoff

Compile Stripe, Omie, and Evo Academy data into a month-end closing checklist and income statement.

520|175|Updated Apr 8, 2026
Search Tags:#Stripe#income statement#month-end close#financial reconciliation#receivables#Omie ERP#Evo Academy analytics
One-click install
npx skills add https://github.com/evolution-foundation/evo-nexus --skill fin-monthly-close-kickoff-evolution-foundation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fin-monthly-close-kickoff
Source: https://github.com/evolution-foundation/evo-nexus/tree/main/.claude/skills/fin-monthly-close-kickoff
Command: npx skills add https://github.com/evolution-foundation/evo-nexus --skill fin-monthly-close-kickoff-evolution-foundation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines the month-end closing kickoff by automatically assembling the inputs, reconciliations, and task list finance teams need to start closing without manual gathering and chasing of numbers.

Core Features & Use Cases

  • Automated finance kickoff for month-end: Determines the correct reference period (previous month), then compiles Stripe revenue, Omie ERP revenues/expenses, and Evo Academy analytics for a unified starting point.
  • Simplified income statement + variance view: Builds a structured P&L table with actual vs prior month variance for fast high-level review.
  • Actionable closing checklist and pending items: Generates a 10-item reconciliation checklist and a clear set of finance-team follow-ups including receivables and upcoming payables.
  • Use case: On the 1st of each month, generate the month-end close starter pack (P&L, reconciliations to perform, and what’s pending) using Stripe + Omie + Evo Academy data plus prior-month comparison when available.

Quick Start

Use the fin-monthly-close-kickoff skill by saying: "monthly close kickoff" (or "start closing"), and let it generate the previous month close HTML report and checklist.

Frequently Asked Questions about fin-monthly-close-kickoff

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

FAQPage Schema
How do I automate month-end close kickoff with Stripe and Omie ERP data?▼

Month-end close kickoff is automated by compiling Stripe revenue, Omie ERP revenues and expenses, and Evo Academy analytics into a finance-ready checklist and simplified income statement for the previous month.

What's included in a financial reconciliation checklist for month-end closing?▼

A month-end closing checklist includes a 10-item reconciliation checklist, pending invoice identification, receivables follow-up, and upcoming payables tracking, plus an income statement with actual vs prior month variance.

Can I generate an income statement comparing actual vs prior month variance automatically?▼

Yes, the income statement is generated automatically as an HTML report with a structured P&L table showing actual figures compared to prior month variance for fast high-level review.

Does this month-end close workflow support Evo Academy analytics integration?▼

Yes, Evo Academy analytics are integrated alongside Stripe and Omie ERP financial inputs to compile a unified starting point for revenue and expense reconciliation during the month-end close.

When should I start the monthly financial reconciliation and closing process?▼

The monthly financial reconciliation and closing process should be initiated on the 1st of each month for the previous month's data, using deterministic period selection to target the correct reference period.

How do I track receivables and upcoming payables during month-end close?▼

Receivables and upcoming payables are tracked through a generated finance-team follow-up list that identifies pending invoices and upcoming payables, compiled automatically from Stripe and Omie ERP data.

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