Month End Prep
Reconciles your books against payment processors and writes a plain-English close summary.
by anthropics · ★ 32,564 on GitHub
What it does
Connect your accounting software and payment processor, and Claude checks them against each other, flags mismatches, duplicates, and missing receipts. It writes a plain-language summary of the month's results and exports a close packet as a spreadsheet and one-page PDF. You review each step before it moves to the next.
Who it’s for
A good fit for bookkeepers, finance teams and business owners and people who work with spreadsheets and numbers.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Reads your accounting and payment data.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0