Back to Skills

month-end-prep

Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distribu

26,397stars3,088forksUpdated 10/7/2026

Security Assessment

Safe(100/100)
Security Score100/100
Detailed description not yet generated. View the SKILL.md tab for raw content.

All Files

9 files
reference/paypal-settlements.md3.7 KB
View
SKILL.md18.4 KB
View
reference/close-packet-format.md4.3 KB
View
reference/zoho-books-reconcile.md6.7 KB
View
reference/v2_sources.md6.0 KB
View
reference/examples/pl-narrative.md2.0 KB
View
reference/gotchas.md3.9 KB
View
reference/quickbooks-reconcile.md2.7 KB
View
reference/xero-reconcile.md7.1 KB
View

Install month-end-prep

Download and extract the skill files to your .claude/skills/ directory.

Quick Setup:

  1. Copy the skill folder to .claude/skills/
  2. Claude will automatically detect and use the skill