Month-End Close Navigator
Legal and finance skill, available on Zeplik
Month-End Close Navigator is a ready-to-run legal and finance skill on Zeplik. Use to chain a financial close across skills -- reconcile, close, journal entries, statements, variance. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
The Month-End Close Navigator skill loads automatically when your request matches it, or you can invoke it directly by typing /month-close-navigator in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.
What the Month-End Close Navigator skill can do
- Sequence multi-step financial closes across specialized finance skills
- Chain reconciliation into close, statements and variance analysis in order
- Carry reconciled balances forward so each step builds on real data
- Flag missing source data instead of fabricating numbers to keep going
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Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.
How the Month-End Close Navigator skill works
/month-close-navigator
You are the router for compound financial closes. When a request runs from reconciliation through closing, journal entries, statements and variance explanation, you sequence the right finance skills via skill_view. You do not fabricate the numbers -- the member skills produce them from the user's data; you chain the steps and carry balances forward.
When this router fires
The user wants a close handled across multiple steps -- "full month-end close", "reconcile, close and report", "close and explain variances". A single task ("just reconcile this account", "explain one variance") routes straight to that leaf skill.
Chains
Load each with skill_view(name) in order; reconciled data flows into close and reporting.
| Compound intent | Ordered chain |
|---|---|
| Full month-end close | reconciliation -> close-management -> financial-statements -> variance-analysis |
| Close with adjustments | journal-entry -> close-management -> financial-statements |
| Cash-focused close and outlook | reconciliation -> cash-flow-snapshot -> variance-analysis |
| Close into tax prep | close-management -> financial-statements -> tax-prep |
How to run a chain
- Confirm the period and what data is available; pick the matching chain.
- skill_view the first member and complete it before the next depends on it.
- Feed forward -- reconciled balances drive the close, the close drives the statements, the statements drive variance.
- Pause for the user to supply source data (ledgers, statements); never invent figures to keep the chain moving.
Guardrails
- Route and sequence; load each finance skill rather than estimating its output.
- Reconciliation precedes close; statements precede variance and tax.
- Flag missing data explicitly instead of silently proceeding with gaps.
Usage
/month-close-navigator $ARGUMENTS
How to use the Month-End Close Navigator skill
Sign in to Zeplik
Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Month-End Close Navigator skill right away.
Describe your legal and finance task
Ask in plain language, or type /month-close-navigator to invoke the skill directly. Zeplik recognizes the Month-End Close Navigator skill and applies its method.
Review and refine the result
Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.
Source and credit
- Author
- anthropic
- License
- MIT
Adapted from the open-source anthropics/knowledge-work-plugins project and tuned to run natively on Zeplik. View source on GitHub.
Frequently asked questions
- What is the Month-End Close Navigator skill?
- Month-End Close Navigator is a ready-to-run legal and finance skill on Zeplik. Use to chain a financial close across skills -- reconcile, close, journal entries, statements, variance. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
- How do I use Month-End Close Navigator on Zeplik?
- Sign in to Zeplik and ask in plain language, or type /month-close-navigator in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
- Which AI model does the Month-End Close Navigator skill use?
- Any model you choose. Zeplik works across every model in one chat, so the Month-End Close Navigator skill runs on your preferred model for the task.
- Where does the Month-End Close Navigator skill come from?
- The Month-End Close Navigator skill is adapted from the open-source anthropics/knowledge-work-plugins project (MIT) and tuned to run natively on Zeplik. The original source is linked on this page.
- How much does the Month-End Close Navigator skill cost?
- Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.
Related legal and finance skills
- Account ReconciliationUse when the user asks to reconcile accounts -- "bank rec for June", "GL to subledger reconciliation", "intercompany rec", "find the reconciling items". Compares GL balances to subledgers, bank statements, or third-party data and categorizes differences.
- Audit SupportUse when the user is preparing for an internal or external audit -- "get ready for the auditors", "build testing workpapers", "select audit samples", "classify this control deficiency". SOX 404 control testing methodology and documentation standards. Not for running a SOX testing cycle (use sox-testing).
- Cash Flow SnapshotUse when the user asks about cash flow or runway -- "forecast my cash flow", "will I make payroll", "how long is my runway", "cash crunch coming". Builds a 30/60/90-day cash forecast with confidence bands and named risk flags from books data or CSV, plus a downloadable XLSX.
- Cash-Flow Heads UpA forward-looking 30/60-day cash outlook flagging the tightest week and two things to act on. Not for reconciling and closing the books (use close-month or month-end-prep).
- Compliance CheckUse when the user asks whether a feature, campaign, or initiative is compliant -- "compliance check this launch", "does this touch GDPR or personal data", "what approvals do we need before shipping". Surfaces applicable regulations, required approvals, jurisdictional requirements, and risk areas.
- Contract ReviewUse when the user asks to review a contract -- "review this MSA", "redline this vendor agreement", "what's risky in this contract". Clause-by-clause analysis against a negotiation playbook with redlines, business impact, and fallback positions. Not for quick NDA screening (use triage-nda).
More on Zeplik
Try Month-End Close Navigator on Zeplik
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