financial-close
Installation
SKILL.md
Financial Close Workflow
This skill provides a structured workflow for month-end and year-end close using the accounting-specialist agent.
Workflow Overview
The financial close workflow follows 6 phases:
| Phase | Name | Description |
|---|---|---|
| 1 | Pre-Close | Prepare for close, gather data |
| 2 | Transaction Processing | Complete period transactions |
| 3 | Reconciliations | Reconcile all accounts |
| 4 | Adjustments | Post adjusting entries |
| 5 | Review | Quality review and sign-off |
| 6 | Finalization | Close period, prepare reports |