LISTENINGPOST

Finance

Month-End Close Checklist Context

Assess close readiness against the actual close checklist.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Assess close readiness against the actual close checklist.

What it covers

Inputs

Entity, accounting period, current close checklist.

Result

Close-status checklist with evidence, blockers, owners and next actions.

What it uses

Finance recordsCalendarEmailDocumentsSlackKeep memoryRead only
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

QuickBooks, Google Workspace, Slack, Keep memory.

Procedure

  1. Call keep_status and report freshness for: QuickBooks, Google Workspace, Slack, Keep memory. If a required connector for Month-End Close Checklist Context is disconnected or stale, say so up front.
  2. Before treating empty finance results as 'no invoices', distinguish no access (QuickBooks/finance ACL) from no matches. Never invent balances.
  3. Resolve inputs for Month-End Close Checklist Context: account, vendor, entity, time_window. Default time window: open AR/AP and current close period (override if caller provides time_window). Ask only for missing.

Related skills

Finance →
Overdue Invoice Escalation List→Prepare overdue-invoice escalations. Uses account, vendor, entity, time window.Payroll Timing Awareness→Report aggregate payroll timing obligations from authorized sources.PM Cash & Collections→Prepare a pm collections view. Uses time window, project key, initiative, person.