month-end-prep
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
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