Month End Prep

Quick start

Connect your bookkeeping ledger and at least one payment processor, then say "let's close the month." Claude walks you through each step of the checklist, pausing for your input at each gate before moving forward.

Any connected ledger runs the close. Each has a reference file for its reads and its "needs attention" signal: reference/quickbooks-reconcile.md, reference/xero-reconcile.md, reference/zoho-books-reconcile.md; NetSuite and MYOB are in reference/v2_sources.md. Ledgers are peers (../../shared/connector-neutrality.md): if two are connected, ask which holds the books being closed, read the other only for what it uniquely holds, and never sum a figure across both.

Every amount is in the business's currency (../../shared/currency-and-locale.md). The thresholds below (0.50, 0.01, 25) are in that currency.