Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Month-end close checklist with reconciliation v1.0.0

Use this resource to close a month's books with a checklist

New

  • 521 downloads
  • 227 likes
  • 133 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install month-end-close-checklist

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent reviews the month's transactions, flags duplicates and unusual amounts, categorizes the remaining entries, then prepares reconciliation with bank statements. It generates reports before you move on to the next month. You get a complete close.

Mostly picked by

Updated November 2, 2026

Card for the “Month-end close checklist with reconciliation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • SKILL.md: step-by-step close checklist
  • SKILL.md: bank statement reconciliation and report generation

Good fit for

  • You keep your own books and want a fixed monthly routine
  • Your accountant expects a closed, documented month

Not for

    Tags

    • month-end
    • reconciliation
    • checklist
    • bookkeeping

    About

    You say

    “Close September: review anomalies, categorize and reconcile.”

    Card for the “Month-end close checklist with reconciliation” skill

    Skill published by openaccountant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to close a month's books with a checklist
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.1 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/business/month-end-close
    Licence
    MIT

    Notice

    « month-end-close » (openaccountant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.