monthly-close-process

monthly-close-process is a skill for Claude Code, Codex from gokulb20/crewm8-cfo-skills. It costs 67 tokens per session (2,705 once invoked), scanned A, original, MIT.

A month-end accounting process for turning a month of transactions into reliable financial statements through checks and adjustments.

In plain words
What is it for?
It helps with revenue recognition, accruals, account reconciliations, journal entries, and the month-end close checklist.
Why use it?
It provides a repeatable way to handle missing costs, revenue timing, account differences, and other issues before the books are considered closed.

Skill for Claude CodeCodex

Which agent this was written for is unclear — built for openclaw. Also seen: built for openclaw.

Good fit It helps with revenue recognition, accruals, account reconciliations, journal entries, and the month-end close checklist.

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Install with agentmods
npx agentmods add skills/gokulb20/crewm8-cfo-skills/monthly-close-process
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 gokulb20/crewm8-cfo-skills --skill monthly-close-process
Clone the repo
git clone --depth 1 https://github.com/gokulb20/crewm8-cfo-skills

Made for: Claude Code, Codex.

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 monthly-close-process

README.md
[![agentmods](https://agentmods.dev/badge/skills/gokulb20/crewm8-cfo-skills/monthly-close-process/github.svg)](https://agentmods.dev/skills/gokulb20/crewm8-cfo-skills/monthly-close-process)
Your own site
<a href="https://agentmods.dev/skills/gokulb20/crewm8-cfo-skills/monthly-close-process"><img src="https://agentmods.dev/badge/skills/gokulb20/crewm8-cfo-skills/monthly-close-process/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 monthly-close-process

Your own site · 80×15
<a href="https://agentmods.dev/skills/gokulb20/crewm8-cfo-skills/monthly-close-process"><img src="https://agentmods.dev/badge/skills/gokulb20/crewm8-cfo-skills/monthly-close-process.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 67 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,705 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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00067 $0.02705
Opus 5 $0.00034 $0.01352
Sonnet 5 $0.00013 $0.00541
Haiku 4.5 $0.00007 $0.00270

Measured 11d ago against content hash 0e27db8b9ba9, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

monthly-close-process 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 11d 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.

skills/reporting-compliance/monthly-close-process/SKILL.md · 244 lines

How it starts

The opening of the file, as written. The whole thing — 244 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Monthly Close Process

Run the full month-end close — the disciplined process that turns a month of transactions into reliable financial statements. Handle revenue recognition, accruals, reconciliations, adjustments, and the close checklist. Goal: the books are closed within 5-10 business days of month-end, every month.

Purpose

The month-end close is the heartbeat of financial operations. Without a disciplined, repeatable close process, financial statements are unreliable, decisions are made on stale or wrong data, and audits become nightmares. This skill provides the step-by-step workflow, accrual methodologies, and close checklist needed to produce reliable financials on a predictable schedule every single month.

When to Use

  • "Run month-end close"
  • "Close the books for [month]"
  • "Revenue recognition for the month"
  • "Post month-end accruals"
  • "Month-end reconciliation checklist"
  • "Are we ready to close?"

Inputs Required

  • General ledger trial balance as of month-end
  • Bank and credit card statements for all accounts
  • AR and AP subledger reports
  • Payroll register for the month
  • Active revenue contracts and deferred revenue schedule
  • Prepaid expense and fixed asset schedules
  • Prior month's close package for flux comparison

Quick Reference

Close Phase Days Key Tasks
Transaction Cutoff & Subledger Close 1-3 Bank rec, AR/AP reconciliation, payroll verification
Revenue Recognition 3-5 Deferred revenue schedule, adjusting entries
Accruals & Adjustments 5-7 Unbilled AP, payroll accrual, prepaids, depreciation, bad debt
Review & Analysis 7-8 Trial balance review, flux analysis, balance sheet tie-out
Statement Preparation 8-10 Hand off to financial-statement-generation
Accrual Type Calculation Example
Unbilled AP Services received, no invoice yet Legal work done in March, bill in April
Payroll accrual Days worked but paid next month (Monthly payroll / working days) × days between pay date and month-end
Prepaid amortization Total prepaid / months of coverage 12-month policy = 1/12 per month
Depreciation Asset cost / useful life (months) Straight-line

Read the full file on GitHub · 244 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. 11d ago First seen · 244 lines · 67 tokens per session scan A 0e27db8b9ba9

Subscribe to this mod's changes

monthly-close-process is a skill published in the GitHub repository gokulb20/crewm8-cfo-skills (2 stars, last pushed 4mo ago), licensed MIT. It adds 67 tokens to every session and 2,705 once invoked, about $0.0003 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 2026-08-31.

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