Agent skill · business finance · anthropics
month-end-prep
Walks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the user says "close the month," "month-end," "reconcile," "what's missing," "P&L," or asks why revenue or margin changed this month.
Why this skill is useful
Adds a structured workflow for month-end financial reconciliation that includes specific checks and balances not commonly known.
What it needs
Requires paypal, quickbooks, square, stripe account access. About 4k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
Month End Prep Quick start Connect QuickBooks and at least one payment processor (PayPal, Square, or Stripe), then say "let's close the month." Claude walks you through each step of the checklist, pausing for your input at each gate before moving forward. If a connector is missing, Claude falls back to asking for a CSV export — it won't silently skip a step. Workflow Work through these steps in order. Each step has a completion state; don't advance until the current step is settled. Step 1 — Agree on the target month Ask the user which month to close. Default to the prior calendar month if they don't specify. Confirm before pulling any data. Step 2 — Pull QuickBooks P&L and transaction register Fetch: Profit & Loss report for the target month (revenue, COGS, gross margin, operating expenses, net income) Transaction register: every income and expense line item Flag immediately: Uncategorized transactions — any line with category "Uncategorized" or blank Ask Questions / Needs Review — QB's own flag Present the count ("14 transactions need a category") and list them for the user to classify before proceeding. Don't advance with open uncategorized items unless the user explicitly says "skip for now." See reference/quickbooks-reconcile.md for field mappings and API notes. Step 3 — Pull payment processor settlements Fetch settlement reports from PayPal, Square, or Stripe — whichever are connected — for the same calendar month. Match each settlement deposit against the QuickBooks bank deposit line: Match — amount and date agree within 2 days → mark as reconciled Difference < $0.50 — rounding/fee; note but don't flag Difference ≥ $0.50 — flag with the delta amount Settlement exists, no QB deposit — flag as "missing in QuickBooks" QB deposit exists, no settlement — flag as "deposit not in processor data" See reference/paypal-settlements.md for settlement report field mappings (PayPal, Square, Stripe). …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/month-end-prep