monthly-close
CommunityAutomate month-end financial close.
Finance & Accounting#reporting#finance#accounting#reconciliation#financial statements#month-end close
Authorhvkshetry
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the complex and time-consuming process of reconciling financial data from multiple sources and generating essential financial statements.
Core Features & Use Cases
- Data Reconciliation: Integrates data from Actual Budget and Ghostfolio for accurate financial reporting.
- Statement Generation: Automatically builds and persists Profit & Loss (P&L), Cash Flow Statements (CFS), and Balance Sheets (BS).
- Use Case: Run your monthly financial close with confidence, ensuring all P&L, BS, and CFS line items are accurately recorded and reconciled against your budget and investment portfolio data.
Quick Start
Run the monthly close process for the current period.
Dependency Matrix
Required Modules
None requiredComponents
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: monthly-close Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#monthly-close Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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