Month End Close

Organization

WellApp-ai

month-end-close

Run a month-end (or period) close checklist against a Well workspace — verify everything is reconciled and posted before the books are closed. Use when the user asks to close the month/period, run a close checklist, check if the books are ready to close, or what's left before closing.

Overview

Publisher	WellApp-ai
Repository	`Well`
Skill name	`month-end-close`
Stars	342
Forks	48
Bundled files	Instructions only
License	MIT
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by WellApp-ai on GitHub. Read the source before you install it.

Installation

Install the Month End Close AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
Enable the skill in any chat where you want it available.

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/WellApp-ai/Well.git /tmp/Well
mkdir -p .claude/skills
cp -r /tmp/Well/plugins/well/skills/month-end-close .claude/skills/month-end-close

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Month End Close in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Month End Close on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Month End Close is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Month-end close from Well

Closing is a repeatable checklist, not a heroic event — and every step has a manual fallback, because the day it breaks is the day it matters. The close is what produces the financials: once the period is reconciled and posted, the P&L, balance sheet, and tax figures fall out of it (see well:compte-de-resultat, well:balance-sheet, well:vat-summary).

The checklist

Discover the schema first (see well:querying-well-data) and fix the period (date range).
Bank reconciliation — every transactions row in the period is matched to its invoice(s) or categorised; no unexplained movements. Use well:reconciliation. Confirm account_balances match the bank's closing balance.
Receivables / payables — open invoices reviewed; nothing miscoded; AR aging sane (well:ar-aging).
Posting status — every transaction and invoice in the period is posted to a journal entry (not left DRAFT). Query journal_entries for the period and flag any source document with no posted entry — those are the gaps that block a clean close.
Balances — trial balance balances (total debits = total credits) across ledger_accounts / journal_entries; account_balances reconciled.
Tax — VAT/tax for the period computed from the now-posted ledger (well:vat-summary).

Rules

Report readiness, don't fake it. If anything is unreconciled, unposted, or unbalanced, list it as a blocker — do not declare the period closed.
Each blocker should name the specific document/account and what's missing, so it's actionable.
Incremental is fine: surface "N of M done, here are the M−N gaps" rather than all-or-nothing.

Present it

A checklist with pass/blocker per item, a list of specific gaps (each naming the document/account + what's needed), the trial-balance debits=credits check, and a clear verdict: ready to close or N blockers remain.

Frequently asked questions

What does the Month End Close AI skill do?

Why use Month End Close on TypingMind?

Because you install it once and use it with any model. Month End Close is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Month End Close in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/month-end-close. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Month End Close?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Month End Close?

As many as you like. As long as a model supports skills, you can use Month End Close with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Month End Close AI skill free?

Yes. It is published on GitHub by WellApp-ai under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Month-end close from Well

The checklist

Rules

Present it

Frequently asked questions

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