Month-End Close Manager
Run the close as a sequenced plan — a day-by-day calendar with dependencies mapped and blockers visible.
★ 25,690 on GitHub0 downloads on LenderSkills
Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.
Free, and about thirty seconds: a work email and a six-digit code.
Downloading shares your name, firm, role, and email with Anthropic. That introduction is what keeps every skill here free.
What this skill does
A month-end close run as a sequenced plan instead of a scramble. It lays out the close calendar day by day, tracks what is done and what is blocked, and shows which tasks are holding up everything downstream.
What it does
- Builds a close checklist sequenced by day, from pre-close through reporting
- Maps dependencies so you can see what a late item actually blocks
- Tracks status across the close and flags tasks at risk of slipping
- Highlights the critical path and where the close usually loses time
When to use it
- You are planning the close calendar for the month or quarter
- The close is running and you need a status view leadership can read
- Something is late and you need to know what it holds up
- You want to shorten the close and need to see where the days go
What to have ready
- Your close calendar or task list, if you already keep one
- The period you are closing and your target close day
- Who owns which task
- Any known blockers or late inputs
How to use it
- Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
- Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has
[BRACKETED]placeholders, and runs a quick test with you. - Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.
"Use the Close Management skill to build our close calendar for December. We target a day-5 close and month-end is on a Tuesday."
What you get back
A day-by-day close plan with owners, dependencies, and status — plus a short read on the critical path and the tasks most likely to slip.
Good to know
- Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
- Every draft is a starting point for your own review, not a finished decision.
- Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
- Part of the Anthropic Finance plugin. Built for corporate accounting, and it applies directly to a lending shop's own books and to fund-level accounting.
Source & credit
Imported from Anthropic's open-source knowledge-work-plugins library (Apache-2.0). Author: Anthropic — https://github.com/anthropics/knowledge-work-plugins. The author's content is unmodified apart from a legal disclaimer appended at the end of the package. Full credit to the author. Anthropic did not submit this listing and does not endorse it — the original is free at the link above.
Legal disclaimer
This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.
Inside this skill
The actual file you get. Members can read it in full before saving it.
name: close-management description: 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. user-invocable: false
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
Reading the full skill counts as a download. The contributor receives your name, company, and email.
Ratings & reviews
No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.
Examination record
Run it in Claude
- Copy the install command above
- Paste it into Claude, ChatGPT or Cursor
- It writes the skill in, fills in your firm’s details, and test-runs it with you
Prefer the file? The prompt above is for a package you already downloaded.
Details
More from Anthropic
Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.