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

Try these prompts on Zeplik

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 intentOrdered chain
Full month-end closereconciliation -> close-management -> financial-statements -> variance-analysis
Close with adjustmentsjournal-entry -> close-management -> financial-statements
Cash-focused close and outlookreconciliation -> cash-flow-snapshot -> variance-analysis
Close into tax prepclose-management -> financial-statements -> tax-prep

How to run a chain

  1. Confirm the period and what data is available; pick the matching chain.
  2. skill_view the first member and complete it before the next depends on it.
  3. Feed forward -- reconciled balances drive the close, the close drives the statements, the statements drive variance.
  4. 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

  1. 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.

  2. 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.

  3. 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.

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Month-End Close Navigator - Legal and finance skill for Zeplik AI | Zeplik Chat