CodelessOps · Projects · Skills and plugins
The month-end close, packaged as skills for Claude.
Four skills that run a close inside a standard Claude licence: bank reconciliation, variance report, management pack and a sealed audit binder, with a reviewer gate between every step. The kit is public, MIT licensed, and runs on a fictional company.
This page is short on purpose. The kit works today; the plugin work that builds on it has just started, and I'll add to this page as it ships.
01 · What works today
Say "run the May close", and it runs.
Close checklist
Runs the steps in order. A step that hasn't been signed does not release the next one.
Bank reconciliation
Statement against cashbook, with last month's rec brought forward. Stale items go to a person as a question.
Variance report
Actuals against budget. A script computes every figure, and only the flagged lines get commentary.
Management pack
Fills the pack template from the signed outputs of the first two steps and checks every figure.
02 · The rules it follows
Built so an auditor can follow the work.
The model never computes a figure
Every number comes from a bundled Python script. The model runs the steps, explains them and asks.
In the kit
Nothing moves without a reviewer's initials
Each step stops and presents the output document itself. Judgment calls are put to the person as explicit questions.
In the kit
The audit trail is the point
Every sign-off adds a sealed record to a close log: a hash of the signed file, the reviewer and the time. Close-out compiles the binder from those records.
In the kit
Known answers check the kit
Six checks re-derive the close's key facts from the raw inputs. If a change turns one red, the change is rejected.
In the kit
03 · What I'm building next
From four skills to plugins a team can install.
Join up with Anthropic's finance skills
Start from what Anthropic publishes for finance, and fit my close skills around it.
In progress
One run log for every plugin
A shared directory each plugin writes to, one record per run, so a team can see what ran, what was flagged and who signed.
In progress
Package it as a plugin
One install in place of four uploads, with setup steps a finance team can follow.
In progress
04 · Tried it?
Tell me what it got wrong.
If you run the kit, or your close has a step it doesn't cover, I'd like to hear about it.
