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Plan and track month-end close tasks, dependencies, progress, and blockers.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "close-management" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/finance/skills/close-management/SKILL.md 2. Save it as ~/.claude/skills/close-management/SKILL.md 3. Reload skills and tell me it's ready
Create a 7-day month-end close plan covering general ledger, accounts receivable, accounts payable, fixed assets, reconciliations, and management reporting. Arrange tasks by day and mark dependencies.
A day-by-day close schedule with task sequencing and dependency notes.
Here is the current close status: general ledger completed, accounts receivable in progress, accounts payable delayed by 1 day, fixed assets not started, reconciliations in progress. Organize this into a status board and identify high-risk items.
A clear progress summary showing completion status, delays, and risk alerts.
Bank statements will arrive two days late, affecting cash reconciliations and general ledger review. Analyze the blocker impact and resequence the remaining close tasks to minimize overall delay.
A blocker impact analysis and revised task sequence with recommendations to reduce delay risk.
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.
Tasks are organized by what must complete before the next task can begin:
LEVEL 1 (No dependencies — can start immediately at T+1):
├── Cash receipts/disbursements recording
├── Bank statement retrieval
├── Payroll processing/accrual
├── Fixed asset depreciation run
├── Prepaid amortization
├── AP accrual preparation
└── Intercompany transaction posting
LEVEL 2 (Depends on Level 1 completion):
├── Bank reconciliation (needs: cash entries + bank statement)
├── Revenue recognition (needs: billing/delivery data finalized)
├── AR subledger reconciliation (needs: all revenue/cash entries)
├── AP subledger reconciliation (needs: all AP entries/accruals)
├── FX revaluation (needs: all foreign currency entries posted)
└── Remaining accrual JEs (needs: review of all source data)
LEVEL 3 (Depends on Level 2 completion):
├── All balance sheet reconciliations (needs: all JEs posted)
├── Intercompany reconciliation (needs: both sides posted)
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