Agent skill · business finance · anthropics
close-management
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
Why this skill is useful
Codifies a structured month-end close process with task sequencing and dependencies that the AI could infer but now doesn't have to guess.
What it needs
About 6k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
Close Management Important: This skill assists with close management workflows but does not provide financial advice. All close activities should be reviewed by qualified financial professionals. Month-end close checklist, task sequencing and dependencies, status tracking, and common close activities organized by day. Month-End Close Checklist Pre-Close (Last 2-3 Business Days of the Month) [ ] Send close calendar and deadline reminders to all contributors [ ] Confirm cut-off procedures with AP, AR, payroll, and treasury [ ] Verify all sub-systems are processing normally (ERP, payroll, banking) [ ] Complete preliminary bank reconciliation (all but last-day activity) [ ] Review open purchase orders for potential accrual needs [ ] Confirm payroll processing schedule aligns with close timeline [ ] Collect information for any known unusual transactions Close Day 1 (T+1: First Business Day After Month-End) [ ] Confirm all sub-ledger modules have completed period-end processing [ ] Run AP accruals for goods/services received but not invoiced [ ] Post payroll entries and payroll accrual (if pay period straddles month-end) [ ] Record cash receipts and disbursements through month-end [ ] Post intercompany transactions and confirm with counterparties [ ] Complete bank reconciliation with final bank statement [ ] Run fixed asset depreciation [ ] Post prepaid expense amortization Close Day 2 (T+2) [ ] Complete revenue recognition entries and deferred revenue adjustments [ ] Post all remaining accrual journal entries [ ] Complete AR subledger reconciliation [ ] Complete AP subledger reconciliation [ ] Record inventory adjustments (if applicable) [ ] Post FX revaluation entries for foreign currency balances [ ] Begin balance sheet account reconciliations Close Day 3 (T+3) [ ] Complete all balance sheet reconciliations [ ] Post any adjusting journal entries identified during reconciliation [ ] Complete intercompany reconciliation and elimination entries [ ] Run preliminary trial b …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/close-management