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Monthly bookkeeping close with Fondo v1.0.0

Use this resource to run the monthly bookkeeping close with Fondo

New

  • 467 downloads
  • 234 likes
  • 133 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install monthly-bookkeeping-close

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 checks source completeness and reconciliation status before treating the close as done, then answers questions about deliverables. Fondo's accounting team prepares the reconciliations. You get monthly financial statements and calculated metrics, to be approved by a manager.

Mostly picked by

Updated November 2, 2026

Card for the “Monthly bookkeeping close with Fondo” skill

Details

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

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What you get

  • SKILL.md: close calendar, deliverables and monthly financial statements
  • SKILL.md: calculated metrics and answers about deliverables

Good fit for

  • You must present monthly accounts to your board
  • You are preparing a raise and want up-to-date financial statements

Not for

    Tags

    • bookkeeping
    • monthly close
    • financial statements
    • reporting

    About

    You say

    “Check where the March close with Fondo stands and list the missing deliverables.”

    Card for the “Monthly bookkeeping close with Fondo” skill

    Skill published by Jeremy Longshore <jeremy@intentsolutions.io> 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 run the monthly bookkeeping close with Fondo
    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
    Jeremy Longshore <jeremy@intentsolutions.io>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/skills/.curated/fondo-core-workflow-a
    Licence
    MIT

    Notice

    « fondo-core-workflow-a » (Jeremy Longshore <jeremy@intentsolutions.io>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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