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month-end-prep

anthropics/know…-plugins

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 distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."

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安装命令

npx skills add https://github.com/anthropics/knowledge-work-plugins --skill month-end-prep

SKILL.md

Month End Prep

Quick start

Connect your bookkeeping ledger and at least one payment processor, 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.

Any connected ledger runs the close. Each has a reference file for its reads and its "needs attention" signal: reference/quickbooks-reconcile.md, reference/xero-reconcile.md, reference/zoho-books-reconcile.md; NetSuite and MYOB are in reference/v2_sources.md. Ledgers are peers (../../shared/connector-neutrality.md): if two are connected, ask which holds the books being closed, read the other only for what it uniquely holds, and never sum a figure across both.

Every amount is in the business's currency (../../shared/currency-and-locale.md). The thresholds below (0.50, 0.01, 25) are in that currency.

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