What problem does it solve? Month-end and year-end closes require verifying trial balances, reconciling AR/AP sub-ledgers to GL control accounts, and locking periods against late postings — a manual, error-prone process that risks unauditable sign-offs and reopened periods. ## Core Features & Use Cases - Trial Balance Verification: Pulls balance sheet and profit & loss data via acct_get_balance_sheet and acct_get_profit_loss to confirm total debits equal total credits and assets equal liabilities plus equity. - Sub-Ledger Reconciliation: Compares AR/AP aging report totals from acct_get_aging_report against GL control accounts before allowing the close to proceed. - Period Locking with Evidence: Runs the close checklist (accruals, bank rec, depreciation), locks the period against late postings, and saves signed evidence snapshots to finance/close/ for audit trail. - Use Case: For the August 2026 close, the skill verifies the trial balance, ties AR and AP sub-ledgers to control accounts, signs off all checklist controls, locks period 2026-08, and stores evidence in finance/close/2026-08/. ## Quick Start Run the month-end close checklist for August 2026, verify the trial balance and sub-ledgers tie to control accounts, then lock the period and save the signed evidence.
