Skip to content

period-close-orchestrator

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.

  • Area: Finance
  • Category: finance
  • Level: beginner
  • Input: data
  • Output: spreadsheet
  • Setup: none
  • Roles: Finance Manager

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…

How you ask

  • “Start a monthly close”
  • “Check close status”
  • “Soft-close a period”

Inputs

  • period_id — e.g. 2025-12
  • close_type — monthly | quarterly | annual (default: monthly)
  • period_close — {books_root}/CLOSE/CLOSE-{YYYY}-{MM}.md
  • period_close — Period close used to show completed, pending, and blocked items with % complete
  • period_close — Period close used to set period status to soft-closed — blocks new JE posting, allows statement preparation
  • period_close — Period close used to permanently lock the period after statements are signed off
  • approver — Approver used to permanently lock the period after statements are signed off

Outputs

  • conversation
  • period-close (markdown)
  • status-report (markdown)
  • updated-period-close (markdown)
  • {scope.finance.close}/CLOSE-{YYYY}-{MM}.md