close-month
Run the month-end close workflow. Reconcile, flag gaps, narrate the P&L, and export the close packet for the owner's records (and their accountant).
Parse arguments:
--month(default: previous calendar month) —YYYY-MMformat--save-to(defaultfiles) —files(Google Drive / OneDrive),desktop(local), orboth
Step 1 — Reconcile
Trigger the month-end-prep skill workflow:
- Pull all QuickBooks transactions for the target month.
- Pull settlements from each connected payment processor (PayPal, Stripe, Square) for the same month.
- Match QB entries to processor settlements by amount + date (±2 days).
- Surface three gap categories:
- Unmatched processor settlements — money came in via PayPal/Stripe/Square but never landed in QB
- Unmatched QB deposits — QB shows income with no processor record (cash? wire? misclassified?)
- Variance lines — matched but amount differs (fees, refunds split)
Step 2 — Flag suspicious entries
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