financial-reporting-and-close

financial-reporting-and-close is a skill for Claude Code from cbrock84/headcount. It costs 69 tokens per session (800 once invoked), scanned A, original, MIT.

A process for completing period-end accounting and producing reliable reports through a schedule of tasks, reconciliations, accruals, checks, and variance explanations.

In plain words
What is it for?
It is for designing a monthly close, assigning owners and deadlines, reconciling accounts, recording accruals, investigating variances, and preparing management reports.
Why use it?
It helps finance teams close faster without removing important checks, and makes it easier to find why reported numbers keep changing.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the finance plugin — 13 skills shipped together

Good fit It is for designing a monthly close, assigning owners and deadlines, reconciling accounts, recording accruals, investigating variances, and preparing management reports.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cbrock84/headcount/financial-reporting-and-close
About the project

headcount is an organization of independently installable Claude Code plugins, each grouping skills for a department such as finance, security, or demand generation. Claude Code users install the departments they need and invoke their skills for specialized work; the catalogue entries are skills and related agent tooling from that organization.

cbrock84/headcount · 2,065 stars · on GitHub · cbrock84.github.io

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.

Any agent
npx skills add cbrock84/headcount --skill financial-reporting-and-close
Clone the repo
git clone --depth 1 https://github.com/cbrock84/headcount

Made for: Claude Code.

Or install finance, the plugin that ships this one along with the rest of its 13 skills.

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.

agentmods badge for financial-reporting-and-close

README.md
[![agentmods](https://agentmods.dev/badge/skills/cbrock84/headcount/financial-reporting-and-close/github.svg)](https://agentmods.dev/skills/cbrock84/headcount/financial-reporting-and-close)
Your own site
<a href="https://agentmods.dev/skills/cbrock84/headcount/financial-reporting-and-close"><img src="https://agentmods.dev/badge/skills/cbrock84/headcount/financial-reporting-and-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.

agentmods 80×15 button for financial-reporting-and-close

Your own site · 80×15
<a href="https://agentmods.dev/skills/cbrock84/headcount/financial-reporting-and-close"><img src="https://agentmods.dev/badge/skills/cbrock84/headcount/financial-reporting-and-close.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 69 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 800 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 5.1 $0.00069 $0.00800
Opus 5.5 $0.00028 $0.00320
Sonnet 5.5 $0.00014 $0.00160
Haiku 4.5 $0.00007 $0.00080

Measured 1mo ago against content hash 18fed0ea27c2, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

financial-reporting-and-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 1mo 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.

plugins/finance/skills/financial-reporting-and-close/SKILL.md · 76 lines

How it starts

The opening of the file, as written. The whole thing — 76 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial reporting and close

A close is a manufacturing process whose output is a number people will make decisions on. Treat it as a process — sequence, dependencies, quality control — and it gets faster and more accurate together, which sounds contradictory only if you think speed comes from cutting checks.

Design the close as a critical path

Map every task with its owner, its dependencies and its duration. Most closes are slow because independent work is running in series out of habit, not because any step is long.

Move work out of the close window wherever it does not depend on period-end: reconcile subledgers continuously, book recurring accruals from a schedule, prepare consolidation structure in advance. Anything you can do on day minus three is a day you are not doing on day two.

Set a hard cutoff and hold it. A close that stays open for late entries never finishes and teaches everyone that deadlines are advisory.

Reconciliations are the control

Every balance sheet account gets an owner and a reconciliation. The reconciliation is not the schedule — it is the explanation of the difference and what will clear it.

Watch aged reconciling items specifically. An unexplained item that has survived three closes is not a timing difference; it is an error that has been carried forward by people assuming someone else understood it.

Accruals and the honesty of estimates

Accrue on the best available evidence and document the basis. The basis matters more than the number, because next period someone has to decide whether it still holds.

Track how estimates resolve against actuals. Consistent bias in one direction is information about the estimator or the process, and it is invisible unless someone looks.

Reporting that gets read

Explain variance against a stated expectation — budget, prior period, or forecast — and say which. A variance without a baseline is a number.

Lead with the two or three things that changed and why, then supporting detail. A report that requires the reader to find the story does not get read, and its absence of readership is discovered during a crisis.

Read the full file on GitHub · 76 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 1mo ago Changed · +7 lines 18fed0ea27c2
  2. 1mo ago First seen · 69 lines · 69 tokens per session scan A 9853e7ddb3aa

Subscribe to this mod's changes

financial-reporting-and-close is a skill published in the GitHub repository cbrock84/headcount (2,065 stars, last pushed 1mo ago), licensed MIT. It adds 69 tokens to every session and 800 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 2026-09-03.

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