bookkeeping-close
From the author
Runs small and midsize business bookkeeping operations - categorizes bank and card transactions to a chart of accounts, reconciles a bank or card statement against the ledger, works a month-end close checklist, and produces a close package for the accountant. Works from QuickBooks Online, Xero, bank CSV/OFX, or Mercury exports, and from the Xero, QuickBooks, or Mercury connectors when present. Use it whenever the user says "reconcile", "bank rec", "categorize transactions", "month end close", "close the books", "books don't match the bank", "reconciliation is off by", "uncategorized expenses", or shares a QuickBooks or Xero export or a bank statement CSV, even if they do not name the task. Never plugs a difference; every unreconciled dollar is explained or listed.
Install
npx skills add OneWave-AI/claude-skills --skill bookkeeping-close -a claude-code
Installs to .claude/skills/bookkeeping-close/ · Each command fetches the skill straight from GitHub with the open skills CLI.
Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.
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Similar skills
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- reconciliationanthropics/knowledge-work-pluginsReconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.OfficialOther★ 32.5K
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