What problem does it solve?
This Skill streamlines and orchestrates a set of recurring accounting tasks for SMBs by providing deterministic blueprint workflows that coordinate journal entries, reconciliations, and regulatory filings.
Core Features & Use Cases
- 12 accounting jobs for SMB bookkeepers and accountants — month-end, quarter-end, and year-end close playbooks plus 9 ad-hoc operational jobs (bank recon, document collection, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, statutory filing). Jobs can have paired tools as nested subcommands (clio jobs bank-recon [..]).
- Each job produces a blueprint of steps, including API payloads, validation checks, and verification criteria, enabling AI agents or humans to execute Close workflows consistently.
- Integrates Jaz API, jaz-recipes, and supporting reference docs to deliver end-to-end processes and reproducible automation.
Quick Start
Run clio jobs month-end --period 2025-01 to generate and verify the close steps.