close-management

A month-end close management guide for organizing accounting tasks by day, dependency, and status. The month-end close is the process of finalizing financial records after a month ends.

In plain words
What is it for?
Use it to plan the close calendar, coordinate activities across accounts payable, accounts receivable, payroll, treasury, banking, and other financial systems, and monitor progress.
Why use it?
It makes deadlines, task order, dependencies, blockers, and contributor follow-ups easier to track during the close.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/anthropics/knowledge-work-plugins/close-management
Any agent
npx skills add anthropics/knowledge-work-plugins --skill close-management
Clone the repo
git clone --depth 1 https://github.com/anthropics/knowledge-work-plugins

Made for: Claude Code, Codex.

Per session 40 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,144 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00040 $0.02144
Opus 5 $0.00020 $0.01072
Sonnet 5 $0.00008 $0.00429
Haiku 4.5 $0.00004 $0.00214

Measured 3d ago against content hash 6c2df93bcd15, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

close-management scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 3d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

4 near-identical copies found in the catalogue:

finance/skills/close-management/SKILL.md · 222 lines

How it starts

The opening of the file, as written. The whole thing — 222 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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
  • Complete AR subledger reconciliation
  • Complete AP subledger reconciliation
  • Record inventory adjustments (if applicable)
  • Post FX revaluation entries for foreign currency balances
  • Begin balance sheet account reconciliations

Close Day 3 (T+3)

  • Complete all balance sheet reconciliations
  • Post any adjusting journal entries identified during reconciliation
  • Complete intercompany reconciliation and elimination entries
  • Run preliminary trial balance and income statement
  • Perform preliminary flux analysis on income statement
  • Investigate and resolve material variances

Read the full file on GitHub · 222 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 3d ago First seen · 222 lines · 40 tokens per session scan A 6c2df93bcd15

Subscribe to this mod's changes

close-management is a skill published in the GitHub repository anthropics/knowledge-work-plugins (23,791 stars, last pushed yesterday), licensed Apache-2.0. It adds 40 tokens to every session and 2,144 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.