month-end-prep

Installation
SKILL.md

Month End Prep

Quick start

Connect QuickBooks and at least one payment processor (PayPal, Square, or Stripe), then say "let's close the month." Claude walks you through each step of the checklist, pausing for your input at each gate before moving forward.

If a connector is missing, Claude falls back to asking for a CSV export — it won't silently skip a step.

Workflow

Work through these steps in order. Each step has a completion state; don't advance until the current step is settled.

Step 1 — Agree on the target month

Installs
847
GitHub Stars
22.8K
First Seen
May 13, 2026
month-end-prep — anthropics/knowledge-work-plugins