month-end-close

month-end-close is a skill for Claude Code from WellApp-ai/Well. It costs 64 tokens per session (541 once invoked), scanned A, original, MIT.

A checklist for closing an accounting month or other reporting period in a Well workspace. A period close verifies that records are reconciled, posted, and ready for financial statements.

In plain words
What is it for?
Use it to check bank reconciliation, receivables, payables, posting status, account balances, and other tasks required for a clean month-end close.
Why use it?
It helps find missing matches, unexplained bank movements, unpaid or miscoded invoices, and unposted accounting entries before the books are closed.

Skill for Claude Code

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

Part of the well plugin — 9 skills, 1 hook shipped together

Good fit Use it to check bank reconciliation, receivables, payables, posting status, account balances, and other tasks required for a clean month-end close.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/wellapp-ai/well/month-end-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 WellApp-ai/Well --skill month-end-close
Clone the repo
git clone --depth 1 https://github.com/WellApp-ai/Well

Made for: Claude Code.

Or install well, the plugin that ships this one along with the rest of its 9 skills, 1 hook.

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 month-end-close

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/wellapp-ai/well/month-end-close"><img src="https://agentmods.dev/badge/skills/wellapp-ai/well/month-end-close.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 541 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 $0.00064 $0.00541
Opus 5 $0.00032 $0.00270
Sonnet 5 $0.00013 $0.00108
Haiku 4.5 $0.00006 $0.00054

Measured 9d ago against content hash 903597d5eba7, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

month-end-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 9d 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/well/skills/month-end-close/SKILL.md · 28 lines

What it actually says

Month-end close from Well

Closing is a repeatable checklist, not a heroic event — and every step has a manual fallback, because the day it breaks is the day it matters. The close is what produces the financials: once the period is reconciled and posted, the P&L, balance sheet, and tax figures fall out of it (see well:compte-de-resultat, well:balance-sheet, well:vat-summary).

The checklist

  1. Discover the schema first (see well:querying-well-data) and fix the period (date range).
  2. Bank reconciliation — every transactions row in the period is matched to its invoice(s) or categorised; no unexplained movements. Use well:reconciliation. Confirm account_balances match the bank's closing balance.
  3. Receivables / payables — open invoices reviewed; nothing miscoded; AR aging sane (well:ar-aging).
  4. Posting status — every transaction and invoice in the period is posted to a journal entry (not left DRAFT). Query journal_entries for the period and flag any source document with no posted entry — those are the gaps that block a clean close.
  5. Balances — trial balance balances (total debits = total credits) across ledger_accounts / journal_entries; account_balances reconciled.
  6. Tax — VAT/tax for the period computed from the now-posted ledger (well:vat-summary).

Rules

  • Report readiness, don't fake it. If anything is unreconciled, unposted, or unbalanced, list it as a blocker — do not declare the period closed.
  • Each blocker should name the specific document/account and what's missing, so it's actionable.
  • Incremental is fine: surface "N of M done, here are the M−N gaps" rather than all-or-nothing.

Present it

A checklist with pass/blocker per item, a list of specific gaps (each naming the document/account + what's needed), the trial-balance debits=credits check, and a clear verdict: ready to close or N blockers remain.

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. 9d ago First seen · 28 lines · 64 tokens per session scan A 903597d5eba7

Subscribe to this mod's changes

month-end-close is a skill published in the GitHub repository WellApp-ai/Well (340 stars, last pushed 1mo ago), licensed MIT. It adds 64 tokens to every session and 541 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 2026-08-30.

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