Claude skills for
your month-end close
Three free skill files that let Claude review a month-end close, screen the journal and say if the close is ready.
- Free to download
- No Cybooks account needed
- Read only, nothing posted
What’s in the pack
Three skills. Download the ones you need, or all three.
- Close
Month-end close
Walks the close through the 57 checks of the Cybooks check catalogue, from bank and cash to VAT and VIES, and writes a close report with a next step for every open item.
Needs A trial balance and the journal or ledger detail for the period (a ledger export alone is enough to start), or the Cybooks connector.
- Journal review
Journal entry screen
Screens a period’s journal entries with 15 tests a reviewer runs, such as duplicates, round amounts and entries recorded after the close, and ranks the entries worth opening.
Needs A line-level journal or ledger export in CSV or Excel, or the Cybooks connector.
- Close
Close readiness scorecard
Scores six dimensions of a close from the trial balances at this period end and the prior one, and gives one verdict with the shortest path to ready.
Needs Trial balances at the period end and the prior period end (or a ledger export with opening balances), or the Cybooks connector.
Get all three skills, free.
Tested with 31 script tests, a real six-month general ledger export, and two rounds of end-to-end runs by a fresh Claude agent with only the skill file and the raw export. The changes from the second round and from a code review (13 issues) are covered by the script tests, not yet by a fresh end-to-end run. Not yet tested: a run inside the Claude apps, and the connected path against the live Cybooks connector.
Install them in Claude
Download the skills
One file for each skill, or all three in one zip.
Add each one to Claude
Open Customize › Skills, press +, then Create skill › Upload a skill, and pick the file.
Attach a file and ask
For example: “Is my June close ready? Here are the trial balances for 31 May and 30 June.”
On their own, the skills read CSV or Excel exports: a trial balance with one row per account, and journal or ledger detail with one row per line. Connected to Cybooks, they read your books directly.
They need code execution and file creation turned on in Settings › Capabilities. Anthropic offers skills on its Free, Pro, Max, Ultra, Team and Enterprise plans.
Free to use and change under the MIT licence.
Claude is a trademark of Anthropic. Cybooks is not affiliated with Anthropic; no endorsement implied.
Questions
What is a Claude skill?
A skill is a folder of instructions, and sometimes a script, that Claude loads when a task calls for it. This pack has three: the month-end close, journal entry screen and close readiness scorecard.
What do these skills not do?
They are not an audit, an assurance, tax advice or a fraud check, and they do not sign off your books. They read and report: they never close, lock, post or fix anything. Connected to Cybooks, one step can start a Cybooks review run, and only after you say yes.
Do I need Cybooks to use them?
No. On their own they read the CSV or Excel exports you attach, and they see only those files. Several checks run only on Cybooks: from files, they report “could not be checked”. Connected to Cybooks, the skills read your books with your own permissions.
How is a skill different from the Cybooks connector?
A skill tells Claude how to do a job. The Cybooks connector (MCP) gives Claude your books to do it with, signed in as you and only as you. The skills work with or without it. The connector is on Premium.
How do I install a skill?
Turn on Code execution and file creation in Settings › Capabilities. Then open Customize › Skills, press +, then Create skill › Upload a skill, and pick the skill’s file. Anthropic offers skills on its Free, Pro, Max, Ultra, Team and Enterprise plans.
Can I change the skills?
Yes. They are under the MIT licence (Copyright (c) 2026 Cybooks Ltd): you may use, copy, change and share them, as long as the copyright line and the licence text go with them. They come as they are, without warranty.
Is my data sent to Cybooks?
No. A skill runs in your own Claude, and the files you attach go to Claude, not to Cybooks. If you connect Claude to Cybooks, Claude reads your books there as you.
All three skills,
free to download.
Add them to Claude once. Attach an export and ask.