# 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.

- **Type:** Skill
- **Install:** `agentstack add skill-loopfour-finance-skills-finance-close-checklist`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [loopfour](https://agentstack.voostack.com/s/loopfour)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [loopfour](https://github.com/loopfour)
- **Source:** https://github.com/loopfour/finance-skills/tree/main/skills/finance-close-checklist

## Install

```sh
agentstack add skill-loopfour-finance-skills-finance-close-checklist
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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

1. Group tasks by close area: cash, AR, revenue, AP, expenses, payroll, accruals, fixed assets, tax, intercompany, reporting, and review.
2. Identify blocked, late, missing-evidence, and high-risk tasks.
3. Tie blockers to owners, dependencies, and decisions needed.
4. Highlight financial statement risk separately from operational cleanup.
5. 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](https://github.com/loopfour)
- **Source:** [loopfour/finance-skills](https://github.com/loopfour/finance-skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-loopfour-finance-skills-finance-close-checklist
- Seller: https://agentstack.voostack.com/s/loopfour
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.