Summary
Automates the monthly close for small businesses by reconciling QuickBooks against PayPal, Square, or Stripe settlements, then surfacing everything that needs attention: uncategorized transactions, missing receipts over $25, likely duplicates, and settlement mismatches. It walks you through an eight-step checklist with approval gates so nothing gets skipped, then exports a spreadsheet and a one-page PDF with a plain-English P&L narrative. The workflow is methodical, maybe overly so if your books are already tight, but it catches the stuff that usually only surfaces when your accountant sends a list of questions three weeks later. Falls back to CSV imports if connectors are missing.
Install to Claude Code
npx -y skills add anthropics/knowledge-work-plugins --skill month-end-prep --agent claude-codeInstalls into .claude/skills of the current project.
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SKILL.md
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Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
