Finance Close Checklist
Use when running or preparing a month-end close checklist, tracking owners, blockers, reconciliations, accruals, revenue, AR, AP, payroll, and reporting readiness.
Install
$ agentstack add skill-loopfour-finance-skills-finance-close-checklist ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-loopfour-finance-skills-finance-close-checklist) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Finance Close Checklist
Use this skill to turn a close calendar and supporting data into a practical close status report.
Inputs
- Close checklist with tasks, owners, due dates, dependencies, and status.
- Trial balance, subledger reports, bank reconciliations, AR/AP aging, payroll, revenue schedules, accruals, and variance analysis.
- Materiality threshold and reporting deadline.
Workflow
- Group tasks by close area: cash, AR, revenue, AP, expenses, payroll, accruals, fixed assets, tax, intercompany, reporting, and review.
- Identify blocked, late, missing-evidence, and high-risk tasks.
- Tie blockers to owners, dependencies, and decisions needed.
- Highlight financial statement risk separately from operational cleanup.
- Build a concise next-action plan for the remaining close window.
Output
Return:
- Close status: on track, at risk, blocked, or ready for review.
- Area-by-area checklist with owner, due date, status, blocker, and next action.
- Material unresolved items.
- Questions and approvals needed.
- Draft controller/CFO update when requested.
Guardrails
- Do not mark an area complete without evidence.
- Do not hide immaterial cleanup if it affects reporting deadlines or audit trail.
- Separate "needs review" from "done."
- Keep close updates factual and action-oriented.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: loopfour
- Source: loopfour/finance-skills
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.