month-end-prep Skill
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 m Published by anthropics in knowledge-work-plugins.
What is month-end-prep Skill?
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 m Published by anthropics in knowledge-work-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use month-end-prep Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/knowledge-work-plugins
- Skill file: small-business/skills/month-end-prep/SKILL.md
What it does
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 m
Skill instructions
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 Rev
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Frequently asked questions
What is month-end-prep?
month-end-prep is a open-source AI agent skill with Copy skill directory. 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.
Who is month-end-prep best for?
month-end-prep is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install month-end-prep?
Install or run month-end-prep using Copy skill directory. Check month-end-prep for the latest setup command.
Is month-end-prep actively maintained?
month-end-prep may need a closer maintenance check before production use.
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