Small business · Skill
Close month
Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes and distributes the close packet. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and uses Gusto, PayPal, Ramp, Shopify, Square, and Stripe when connected, falling back to statement or CSV uploads. Trigger on "close the month," "month-end," "close the books," "reconcile," "send the close packet to my accountant," or when the owner asks why revenue or margin moved last month. An owner who wants only the reconciliation and its flags, with no forecast refresh and no packet distribution, routes to month-end-prep directly.
Open in PhởWhat the skill covers
The sections of its instructions, in order.
- 01 Step 1 — Close and reconcile (month-end-prep)
- The hard gate before Step 2
- 02 Step 2 — Forecast off the closed books (cash-flow-snapshot)
- 03 Step 3 — Publish and distribute (report-builder)
- 04 What not to do
- 05 Output
- 06 After the run
- 07 Using a tool that isn't listed
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Frequently asked questions
What does Close month do?
Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes and distributes the close packet. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and uses Gusto, PayPal, Ramp, Shopify, Square, and Stripe when connected, falling back to statement or CSV uploads. Trigger on "close the month," "month-end," "close the books," "reconcile," "send the close packet to my accountant," or when the owner asks why revenue or margin moved last month. An owner who wants only the reconciliation and its flags, with no forecast refresh and no packet distribution, routes to month-end-prep directly.
Is Close month free to use?
Yes. Close month 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 month in Phở?
Press Open in Phở, then Try to apply it to your next message, or add the Small business set so Phở loads it whenever a request matches.
Does Close month 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.