Finance · Skill
Close Management
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
Open in PhởWhat the skill covers
The sections of its instructions, in order.
- 01 Month-End Close Checklist
- Pre-Close (Last 2-3 Business Days of the Month)
- Close Day 1 (T+1: First Business Day After Month-End)
- Close Day 2 (T+2)
- Close Day 3 (T+3)
- Close Day 4 (T+4)
- Close Day 5 (T+5)
- 02 Task Sequencing and Dependencies
- Dependency Map
- Critical Path
- 03 Status Tracking and Reporting
- Close Status Dashboard
- Status Definitions
- Daily Close Status Meeting (Recommended)
- Close Metrics to Track Over Time
- 04 Common Close Activities by Day
- Typical 5-Day Close Calendar
- Accelerated Close (3-Day Target)
- 05 Close Process Improvement
- Common Bottlenecks and Solutions
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Frequently asked questions
What does Close Management do?
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
Is Close Management free to use?
Yes. Close Management is published by Anthropic under the Apache 2.0 licence, and you can use it with a free Phở account.
How do I use Close Management in Phở?
Press Open in Phở, then Try to apply it to your next message, or add the Finance set so Phở loads it whenever a request matches.
Does Close Management need other tools?
No. It works in a normal Phở chat with what you type or upload.
Copied unchanged from anthropics/knowledge-work-plugins at commit d900840 and credited to Anthropic, who is not affiliated with Phở. The full instructions and licence text ship with the skill inside Phở.