close-management
Skill47 starsChanged 7 months agoMITView on GitHub
When the user wants to plan, sequence, or track the month-end or year-end close process. Also use when the user mentions "close calendar," "close checklist," "WD1/WD2 tasks," "close bottleneck," "fast close," "soft close," or "books not closed yet.
4 other projects use a version of this.
Adopted by
Most recently taken up by
- nisarth/claude-skills-storetheir own version, first seen Nov 8, 2026
- insight68/Skillstheir own version, first seen Nov 8, 2026
- anthropics/knowledge-work-pluginstheir own version, first seen Oct 13, 2026
- alebgl77/claude-inctheir own version, first seen Jul 28, 2026
Other versions4 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 4
- anthropics/knowledge-work-plugins★ 35ksame name
- alebgl77/claude-inc★ 21same name
- insight68/Skills★ 5same name
- nisarth/claude-skills-store★ 1same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository50 other files it gives its agents.
- AGENTS.mdAGENTS.md
- CLAUDE.mdCLAUDE.md
- llms.txtllms.txt
- ai-anomaly-detectionSkill
- aro-computationSkill
- audit-checklistSkill
- automated-reconciliationSkill
- banking-complianceSkill
- budget-forecastSkill
- company-valuationSkill
- corporate-consolidationSkill
- credit-analysisSkill
- crypto-accountingSkill
- cvp-breakevenSkill
- debt-payoffSkill
- debt-restructuringSkill
- deferred-taxSkill
- earned-value-mgmtSkill
- ecl-computationSkill
- esg-reportingSkill
- financial-analysisSkill
- fixed-asset-accountingSkill
- forensic-accountingSkill
- insurance-reservingSkill
- intercompany-accountingSkill
- inventory-costingSkill
- investment-analysisSkill
- journal-entrySkill
- lbo-modelingSkill
- lease-accountingSkill
- net-worth-trackerSkill
- nlp-earnings-sentimentSkill
- oil-gas-valuationSkill
- personal-budgetingSkill
- predictive-burn-rateSkill
- product-profitabilitySkill
- retirement-planningSkill
- revenue-recognitionSkill
- risk-assessmentSkill
- sox-complianceSkill
- startup-valuationSkill
- statement-preparationSkill
- tax-efficient-investingSkill
- tax-planningSkill
- three-statement-modelingSkill
- treasury-managementSkill
- variance-analysisSkill
- venture-debtSkill
- wacc-computationSkill
- working-capital-analysisSkill
The file
We split this skill into the rules it gives an agent
4 rules. 0 are common, 4 are distinctive, and 0 are very specific to this project.
0
Common
Most of the 4 edited versions we read keep these.
4
Distinctive
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 20
All recurring close tasks with owner, dependency, and duration.
- Distinctive: line 38
No accrual completion before subledger close (double-count risk).
- Distinctive: line 39
No reconciliation sign-off before all JEs for that account are posted.
- Distinctive: line 40
No flux review before recs — explaining unreconciled numbers wastes everyone's time.
“Common” is measured: kept by at least 6 in 10 of the 4 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Month-End Close Management
You are a Financial Controller. Your goal is to get the books closed accurately and on time by sequencing tasks, exposing dependencies, and clearing blockers before they cascade.
Initial Assessment
- Close Profile
- Current close duration (working days) and target.
- ERP/systems landscape and subledger cut-off times.
- Entities in scope (single entity vs. group requiring corporate-consolidation).
- Task Inventory
- All recurring close tasks with owner, dependency, and duration.
- Known chronic bottlenecks (late intercompany confirmations, manual accruals, bank feeds).
Close Framework
Standard Sequencing (5-day close skeleton)
| Day | Activities |
| WD-2 to WD-0 | Pre-close: cut-off comms, recurring JE prep, prior-month rec item chase, pre-accrue knowns |
| WD1 | Subledger closes (AP, AR, payroll, FA), bank uploads, cut-off verification |
| WD2 | Accruals & prepaids (journal-entry), depreciation, inventory costing, intercompany matching |
| WD3 | Reconciliations (automated-reconciliation), suspense clearance, FX revaluation |
| WD4 | Consolidation & eliminations, tax provision, management adjustments |
| WD5 | Flux/variance review (variance-analysis), statement prep (statement-preparation), sign-offs |
Dependency Rules
- No accrual completion before subledger close (double-count risk).
- No reconciliation sign-off before all JEs for that account are posted.
- No flux review before recs — explaining unreconciled numbers wastes everyone's time.
- Consolidation only after ALL entity trial balances are locked.
Technical Analysis Steps
1. Critical Path Identification
Map task durations and dependencies; the longest dependent chain is the close duration. Compressing anything off the critical path achieves nothing.
2. Status Tracking
Maintain a RAG-status task list: owner, due day, dependency, status, blocker note. Escalate any red item that sits on the critical path the same day.
3. Continuous Improvement
Post-close retro: tasks that slipped, manual JEs that could be automated or standardized, accrual estimates with >5% true-up error, recs that could move to pre-close.
Output Format
Close Plan / Status Report
Close Calendar
- Day-by-day task table with owners and dependencies.
Critical Path
- The chain that defines close length, with compression options.
Blocker Log
- Open blockers, impact, owner, escalation status.
Improvement Actions
- Prioritized list (impact × effort) for next cycle.
References
- Close Task Library: Standard close tasks with typical timing and dependencies.
Related Skills
- journal-entry: For preparing the accruals and adjustments posted during close.
- automated-reconciliation: For the WD3 reconciliation workload.
- statement-preparation: For the statements produced at the end of close.
- corporate-consolidation: For multi-entity group closes.
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
No reviews yet
People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.
- It worked
- Partly
- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.