Command: kick-off-month-end-close

Instantiate a month-end close checklist on the board with owners and due dates to orchestrate your finance close cycle.

Inputs

Close Date — target completion date for the close cycle; defaults to fifth business day of the following month

Finance Lead — name or email of the person coordinating; defaults to current user

Prior Month Ledger — reference to the previous month's finalized ledger for reconciliation comparison (optional)

Team Members — comma-separated list of accounting staff assigned to close sub-tasks

Steps

Retrieve the prior month's ledger snapshot to identify open reconciliation items and required accruals.

Create a parent task titled "Month-End Close: " on the board with the Close Date, assigned to Finance Lead.

Generate sub-tasks for the core close procedures: bank reconciliation, payables review, revenue verification, accrual calculation, inter-company matching, and tax provisions.

Assign each sub-task to a Team Member and stagger due dates (day 1: bank recon; day 2: payables; day 3: revenue; and so forth).

Draft proposed journal entries and accruals in sub-task descriptions; create APPROVAL tasks for any entries that move money or adjust balances.

Move the parent task to "in-progress" once the first sub-task is claimed.

Provide the Finance Lead a summary view of all open items and their owners.

Constraints

No journal entry, refund, or payment executes without human approval via APPROVAL task. The agent surfaces drafts and proposals only.

All close entries are staged for human review; nothing posts to the ledger autonomously.

Done when: All close sub-tasks are on the board, assigned, and due dates are visible to the finance team.