finance

period-close-orchestrator

Sequences and tracks the full period-end close — creates the close checklist, calls sub-skills in order, gates the hard close on all items signed off, and manages the…

Sequence and track the full financial period close. Creates the checklist, calls sub-skills in order, tracks completion of each step, and gates the period transition from `in-progress` → `soft-closed` → `hard-closed`. The single command that runs a complete month-end or year-end.

Difficulty: beginner
Input: data
Output: spreadsheet
Needs: none
Used by: Finance Manager

What it needs

period_id — e.g. 2025-12
close_type — monthly | quarterly | annual (default: monthly)
period_close
period_close
approver

What you get

period-close (markdown)
status-report (markdown)
updated-period-close (markdown)

Ask it like this

start a monthly close
check close status
soft-close a period
hard-close a period