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Agent skill

Financial Reporting And Close

by cbrock84 in cbrock84/headcount

Runs the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read.

MITAuto-check passedBusiness, Finance & HR

Install Financial Reporting And Close

skills CLI
$ npx skills add cbrock84/headcount --skill financial-reporting-and-close -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install cbrock84/headcount financial-reporting-and-close --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/finance/skills/financial-reporting-and-close .claude/skills/financial-reporting-and-close && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
financial-reporting-and-close
GitHub stars
2k
Token cost
~957 tokens
SKILL.md length
554 words
Files
2 (incl. references)
Skills in repo
178
Repo updated
First seen
Licence
MIT

At a glance

Runs the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read.

  • Tasks that involve Financial analysis
  • SKILL.md covers Design the close as a critical…, Reconciliations are the control, Accruals and the honesty of… and Reporting that gets read, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
  • Tasks that involve Accounting and bookkeeping

What it does

Financial Reporting And Close is an agent skill from cbrock84/headcount. Runs the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read. Use this to shorten or stabilize a monthly close, design a close checklist, investigate a variance, structure management reporting, or work out why the numbers keep changing after close.

Its SKILL.md is about 960 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/sources.md`).

It sits in Business, Finance & HR, covering Financial analysis and Accounting and bookkeeping. The repository describes itself as: An agent organization structured as a company — 15+ departments, 125+ skills, each independently installable, citing the standards and regulators that settle the question. Runs… The licence is MIT.

When your agent uses it

  • Tasks that involve Financial analysis
  • Tasks that involve Accounting and bookkeeping

Example prompts

  • “/financial-reporting-and-close”

What it can do on your machine

Read from SKILL.md and the folder at commit 98d1c17. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Financial Reporting And Close loads about 957 tokens when it runs, and up to ~1.4k if it reads all its reference files. Until then it costs about 90 tokens; SKILL.md has 554 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~90
When it runs · the whole SKILL.md, loaded when a task matches
~957
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.4k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from cbrock84/headcount at commit 98d1c17, republished under its MIT licence (© cbrock84). 554 words, ~957 tokens.

Download SKILL.mdSave it as .claude/skills/financial-reporting-and-close/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
financial-reporting-and-close
description
Runs the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read. Use this to shorten or stabilize a monthly close, design a close checklist, investigate a variance, structure management reporting, or work out why the numbers keep changing after close.

Financial reporting and close

A close is a manufacturing process whose output is a number people will make decisions on. Treat it as a process — sequence, dependencies, quality control — and it gets faster and more accurate together, which sounds contradictory only if you think speed comes from cutting checks.

Design the close as a critical path

Map every task with its owner, its dependencies and its duration. Most closes are slow because independent work is running in series out of habit, not because any step is long.

Move work out of the close window wherever it does not depend on period-end: reconcile subledgers continuously, book recurring accruals from a schedule, prepare consolidation structure in advance. Anything you can do on day minus three is a day you are not doing on day two.

Set a hard cutoff and hold it. A close that stays open for late entries never finishes and teaches everyone that deadlines are advisory.

Reconciliations are the control

Every balance sheet account gets an owner and a reconciliation. The reconciliation is not the schedule — it is the explanation of the difference and what will clear it.

Watch aged reconciling items specifically. An unexplained item that has survived three closes is not a timing difference; it is an error that has been carried forward by people assuming someone else understood it.

Accruals and the honesty of estimates

Accrue on the best available evidence and document the basis. The basis matters more than the number, because next period someone has to decide whether it still holds.

Track how estimates resolve against actuals. Consistent bias in one direction is information about the estimator or the process, and it is invisible unless someone looks.

Reporting that gets read

Explain variance against a stated expectation — budget, prior period, or forecast — and say which. A variance without a baseline is a number.

Lead with the two or three things that changed and why, then supporting detail. A report that requires the reader to find the story does not get read, and its absence of readership is discovered during a crisis.

Separate timing from run-rate. A miss caused by something slipping a week is a different business fact from a miss caused by demand falling, and conflating them produces the wrong reaction.

Show full SKILL.md (176 more words)Show less

Sources

references/sources.md in this skill lists the outside authorities that settle the questions here — what each one is authoritative for, and what you may do with it. Check them before answering on anything they cover, and cite what you used. Most are free to read and not free to reproduce; the use note on each is binding.

Tooling

Ledger, by scale: QuickBooks, Xero, or FreshBooks for a single entity; NetSuite, Sage Intacct, or Dynamics 365 Business Central once you consolidate multiple entities; SAP S/4HANA or Oracle Fusion at the top end, and similar.

Close management — BlackLine, FloQast, Numeric, and similar — sits on the ledger and tracks the checklist, the reconciliations, and the sign-offs. It buys you an audit trail, not discipline. A shared checklist does the same job until the trail is what you lack.

Never

  • Leave the ledger open for late entries after the stated cutoff.
  • Carry an unexplained reconciling item forward a second time.
  • Present a variance without saying what it is a variance from.
  • Report a number you cannot trace to a reconciliation.

© cbrock84, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in plugins/finance/skills/financial-reporting-and-close of cbrock84/headcount.

  • SKILL.md
  • references/sources.md

Open the folder on GitHubat commit 98d1c17

Compare with similar skills

Financial Reporting And Close next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Financial Reporting And Close compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Reporting And Close this skillcbrock84/headcount2k—~957Automated safety check: PassMIT
ERPClaw ERP Controlleravansaber/erpclaw116—~18kAutomated safety check: PassGPL-3.0
Financial Analysisdamianvtran/local-operator217—~657Automated safety check: PassMIT
Research Financealirezarezvani/claude-skills28k—~2.7kAutomated safety check: PassMIT
Compte De ResultatWellApp-ai/Well345—~602Automated safety check: PassMIT
Trade Accountingagiprolabs/claude-trading-skills410—~3kAutomated safety check: PassMIT

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Categories

Questions about Financial Reporting And Close

What does Financial Reporting And Close do?

Runs the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read. Financial Reporting And Close is an agent skill from cbrock84/headcount. Runs the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read.

When should I use Financial Reporting And Close?

Financial Reporting And Close fits situations like: tasks that involve Financial analysis; tasks that involve Accounting and bookkeeping.

How do I install Financial Reporting And Close in Claude Code?

Run `npx skills add cbrock84/headcount --skill financial-reporting-and-close -a claude-code`. Or copy the skill folder (plugins/finance/skills/financial-reporting-and-close in cbrock84/headcount) into .claude/skills/financial-reporting-and-close in your project. Claude Code loads it when a task matches its description.

How do I install Financial Reporting And Close in Codex?

Run `npx skills add cbrock84/headcount --skill financial-reporting-and-close -a codex`. Or copy the skill folder (plugins/finance/skills/financial-reporting-and-close in cbrock84/headcount) into .agents/skills/financial-reporting-and-close in your project. Codex loads it when a task matches its description.

Can I use Financial Reporting And Close in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add cbrock84/headcount --skill financial-reporting-and-close -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-reporting-and-close, .gemini/skills/financial-reporting-and-close, .github/skills/financial-reporting-and-close and .opencode/skills/financial-reporting-and-close in your project.

What does Financial Reporting And Close need to run?

SKILL.md names no scripts, command-line tools or credentials: Financial Reporting And Close is instructions for the agent only.

Does Financial Reporting And Close access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Financial Reporting And Close safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Financial Reporting And Close use?

Financial Reporting And Close is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Reporting And Close use?

About 957 tokens (SKILL.md is roughly 3.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 433 tokens, read only when the agent opens those files.

What are the alternatives to Financial Reporting And Close?

Skills that share tags, products or a category with Financial Reporting And Close: ERPClaw ERP Controller (avansaber/erpclaw, 116 stars), Financial Analysis (damianvtran/local-operator, 217 stars), Research Finance (alirezarezvani/claude-skills, 28k stars) and Compte De Resultat (WellApp-ai/Well, 345 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Reporting And Close?

cbrock84 (a GitHub user) maintains it in cbrock84/headcount, which has 2,022 GitHub stars. The repository holds 178 skills in this directory. The repository was last updated on September 17, 2026.

Source: cbrock84/headcount on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.