monthly-close

monthly-close is a skill for Claude Code from Receiptor-AI/bookkeeping-skills. It costs 68 tokens per session (2,675 once invoked), scanned A, original, MIT.

A month-end bookkeeping checklist for small businesses. It covers recording and categorizing transactions, matching them against account records, reviewing unusual items, and locking the completed month.

In plain words
What is it for?
Use it to close a month, reconcile accounts, review large transactions, check contractor 1099 thresholds, and produce a monthly profit-and-loss summary.
Why use it?
It helps prevent missed or miscategorized transactions from accumulating and making later financial review harder. It also leaves a clear list of unfinished work for an accountant or business owner.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: positional $N argument.

Good fit Use it to close a month, reconcile accounts, review large transactions, check contractor 1099 thresholds, and produce a monthly profit-and-loss summary.

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Install with agentmods
npx agentmods add skills/receiptor-ai/bookkeeping-skills/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 Receiptor-AI/bookkeeping-skills --skill monthly-close
Clone the repo
git clone --depth 1 https://github.com/Receiptor-AI/bookkeeping-skills

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.

agentmods badge for monthly-close

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

agentmods 80×15 button for monthly-close

Your own site · 80×15
<a href="https://agentmods.dev/skills/receiptor-ai/bookkeeping-skills/monthly-close"><img src="https://agentmods.dev/badge/skills/receiptor-ai/bookkeeping-skills/monthly-close.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 68 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,675 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 $0.00068 $0.02675
Opus 5 $0.00034 $0.01337
Sonnet 5 $0.00014 $0.00535
Haiku 4.5 $0.00007 $0.00267

Measured 11d ago against content hash 1b7d0ac9c210, 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 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.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/monthly_close_summary.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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/monthly-close/SKILL.md · 232 lines

How it starts

The opening of the file, as written. The whole thing — 232 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Monthly Close

A repeatable month-end close process for small businesses that produces reliable financial statements and catches errors before they compound.

Read these when needed

  • Read references/CLOSE-ARTIFACTS.md before marking a month closed or handing the package to an accountant.
  • Run scripts/monthly_close_summary.py when you want a deterministic summary of close checklist completion and outstanding blockers.

Why monthly close matters

Without a regular close, errors accumulate. A missed transaction in January becomes a cascading reconciliation problem by June. A miscategorized expense in March inflates a tax line by December. Monthly close is the discipline that keeps books trustworthy.

The purpose is simple: at the end of each month, verify that every transaction is recorded, categorized, and reconciled — then lock the period so nothing changes retroactively. The output is a set of financial statements you can actually trust.

When to run

Close the prior month within the first 5–10 business days of the new month. Example: close March by April 10. Waiting longer means bank statements pile up, memory of transactions fades, and the close takes exponentially longer.

If you're catching up on multiple months, work chronologically from the oldest unclosed month forward. Each month's outstanding items roll into the next, so skipping ahead creates false discrepancies.

Weekly habits that make monthly close fast

The businesses that close in 2 hours instead of 2 days do these things weekly:

Capture receipts continuously. Don't wait for month-end. Use an email-native extraction workflow so by month-end, most receipts are already captured and structured.

Categorize as you go. When a new transaction appears in your accounting system, categorize it immediately while you remember the context. A transaction you categorize the day it happens takes 5 seconds. The same transaction 30 days later takes 5 minutes of investigation.

Read the full file on GitHub · 232 lines

Files

What ships with it

2 files 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. 11d ago First seen · 232 lines · 68 tokens per session scan A 1b7d0ac9c210

Subscribe to this mod's changes

monthly-close is a skill published in the GitHub repository Receiptor-AI/bookkeeping-skills (4 stars, last pushed 3mo ago), licensed MIT. It adds 68 tokens to every session and 2,675 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.

Related

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