fpa-monthly-close

fpa-monthly-close is a skill for Claude Code from JeffBrines/openfpa. It costs 47 tokens per session (558 once invoked), scanned A, original, MIT.

A month-end financial workflow that adds the latest completed month to a company model, refreshes the forecast, and explains differences from the plan. FP&A means financial planning and analysis.

In plain words
What is it for?
Use it for month-end close, actual-versus-plan analysis, forecast refreshes, and summaries of changes in revenue, gross margin, EBITDA, and cash.
Why use it?
A variance table shows what changed but not why, while forecasts can be distorted if unfinished months are treated as final. This workflow separates completed actuals from future estimates and adds an explanation.

Skill for Claude Code

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

Part of the openfpa plugin — 14 skills shipped together

Good fit Use it for month-end close, actual-versus-plan analysis, forecast refreshes, and summaries of changes in revenue, gross margin, EBITDA, and cash.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jeffbrines/openfpa/fpa-monthly-close
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 JeffBrines/openfpa --skill fpa-monthly-close
Clone the repo
git clone --depth 1 https://github.com/JeffBrines/openfpa

Made for: Claude Code.

Or install openfpa, the plugin that ships this one along with the rest of its 14 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 fpa-monthly-close

README.md
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Your own site
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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.

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<a href="https://agentmods.dev/skills/jeffbrines/openfpa/fpa-monthly-close"><img src="https://agentmods.dev/badge/skills/jeffbrines/openfpa/fpa-monthly-close.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 47 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 558 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 $0.00047 $0.00558
Opus 5 $0.00023 $0.00279
Sonnet 5 $0.00009 $0.00112
Haiku 4.5 $0.00005 $0.00056

Measured 10d ago against content hash b0cbc625c000, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

fpa-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 10d 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/fpa-monthly-close/SKILL.md · 46 lines

How it starts

The opening of the file, as written. The whole thing — 46 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Monthly Close (Operate)

Overview

Fold the latest actuals into the model, refresh the forward forecast from the last closed position, and explain the variance. The output is a narrative, not just a variance table - what changed, why, and what it means forward.

Core principle: A close that only reports numbers isn't done. The value is the explanation.

When to use

  • Month-end actuals are available
  • "How did we do vs plan?" / reforecast requests

Workflow

  1. Discover the company command. Run openfpa entrypoint-list <company-root> --kind close. Use a registered close command when one exists; otherwise build the workflow from the approved company architecture.
  2. Ingest the closed month's actuals (see fpa-configure-actuals).
  3. Establish the freeze line: closed months use actuals; the forecast resumes from the last closed balance. Never let a not-yet-closed month drive conclusions (see fpa-cfo-judgment).
  4. Recompute the forecast: pyfpa.cashflow_from_config(cfg) after updating config with the new closed position.
  5. Variance: compare actual vs plan for revenue, gross margin, EBITDA, and ending cash. For each material variance, state the driver (volume, price, cost ratio, timing).
  6. Pick a reforecast posture and say which you used:
    • Plan - frozen forecast unchanged
    • Latest estimate - actuals for closed months, plan forward from the last closed balance
    • Run-rate - project the YTD actual pace forward
  7. Write the narrative: the 3 things that moved, the 3 risks forward.

Judgment checks (always)

  • Is the "closed" month actually closed, or are accruals/COGS still posting?
  • Did any account move because of a one-time/timing item? Separate it from run-rate.
  • Multi-entity: is intercompany eliminated before you total?

Next

Close done → fpa-cash-runway (near-term liquidity), fpa-board-briefing (the writeup), and fpa-backtest-learn (score the prior forecast). Persistent or material misses feed fpa-research-loop for bounded challenger epochs.

Read the full file on GitHub · 46 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. 10d ago First seen · 46 lines · 47 tokens per session scan A b0cbc625c000

Subscribe to this mod's changes

fpa-monthly-close is a skill published in the GitHub repository JeffBrines/openfpa (6 stars, last pushed 2mo ago), licensed MIT. It adds 47 tokens to every session and 558 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 2026-08-31.

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