What is monthly-close?

A workflow for completing a bookkeeping client's month-end close and locking the finished period. It imports statements, checks account coverage, reconciles invoices and bank activity, records payouts and expenses, and handles exceptions.

It is for closing a specified month, identifying missing statements, resolving bookkeeping issues, running the final bank reconciliation, and committing the locked period.

It puts the checks needed before a period is finalised into one process and requires confirmation before cloud records are changed. Reconciliation means comparing records with bank or transaction data to find differences.

How audrey-560/bookkeeper-starter configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to audrey-560/bookkeeper-starter. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/audrey-560/bookkeeper-starter/main/.claude/skills/monthly-close/SKILL.md

Clone the repo

git clone --depth 1 https://github.com/audrey-560/bookkeeper-starter

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/monthly-close/github.svg)](https://agentmods.dev/skills/audrey-560/bookkeeper-starter/monthly-close)

Your own site

<a href="https://agentmods.dev/skills/audrey-560/bookkeeper-starter/monthly-close"><img src="https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/monthly-close/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/skills/audrey-560/bookkeeper-starter/monthly-close"><img src="https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/monthly-close.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 80 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,802 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

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.

Model	Per session	Once invoked
Fable 5.1	$0.00080	$0.01802
Opus 5.5	$0.00032	$0.00721
Sonnet 5.5	$0.00016	$0.00360
Haiku 4.5	$0.00008	$0.00180

Measured 2mo ago against content hash 9cced4eae7b0, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

monthly-close 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 2mo 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.

.claude/skills/monthly-close/SKILL.md · 119 lines

How it starts

The opening of the file, as written. The whole thing — 119 lines — stays where its author put it; the contents beside it link to each section on GitHub.

What This Skill Does

Runs the full monthly close for one bookkeeper client, ending in a locked period. Every cloud write pauses for the user's confirmation (dry-run first, then --commit). Never auto-commit.

Context

First cd to the project root — all paths relative to it.
Client resolution: if $1 is a client slug (a dir under clients/), use it and pass --client <slug> to every tool; otherwise the default client is used (no flag needed). The month is the remaining argument, else the previous calendar month.
Suppress noisy warnings: 2>&1 | grep -v -E "Warning|warnings.warn|urllib3|google-auth|eol_message"
Secrets come from clients/<slug>/.env via each tool's client context — never hardcode.

Steps

1. Resolve client + month; open the close. State both back to the user. Optional safety snapshot: python3 tools/snapshot_spreadsheet.py. Then python3 tools/close_period.py check --period <MONTH> — this shows the checklist and what statement coverage is missing.

2. Get statements in.

API accounts (Wise): python3 tools/fetch_wise_statement.py --month <MONTH> → CSVs land ready to import.
Manual accounts: for each account the coverage check flagged, show the user its institution card (institutions/<inst>/instructions.md) and the exact account + date range needed. Files go to clients/<slug>/inbox/.
Ingest everything: python3 tools/import_statement.py --scan-inbox (per-file: hash-dedupe, wrong-account guard, import ledger record).
Re-run python3 tools/close_period.py check --period <MONTH> until statements_complete and continuity_ok pass. A continuity failure means missing transactions — resolve it, don't skip it.

3. Invoice reconciliation (deposit → open invoice).

Dry-run: python3 tools/reconcile_invoices.py --month <MONTH> → MATCHED / AGENCY PAYOUTS / NEEDS REVIEW.
MATCHED: confirm EACH match individually before marking Paid (standing rule). All approved → re-run with --commit; partial → mark individually with python3 tools/mark_invoice_paid.py --invoice <INV> --paid-date <d> --net-received-usd|cad <amt>.
NEEDS REVIEW: present each; unresolved ones go to the exception queue (--type unmatched_deposit), never guessed.

Read the full file on GitHub · 119 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.

2mo ago First seen · 119 lines · 80 tokens per session scan A 9cced4eae7b0

Subscribe to this mod's changes

monthly-close is a skill published in the GitHub repository audrey-560/bookkeeper-starter (14 stars, last pushed 3mo ago), licensed MIT. It adds 80 tokens to every session and 1,802 once invoked, about $0.0003 per session on Opus 5.5. 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.

Finance and fintech

monthly-close next to 6 skills from other repositories
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monthly-closeaudrey-560/bookkeeper-starter	Skill	14	3mo ago	MIT	A	80	Claude Code
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bookkeeper-starter: Skill for Claude Code