month-end-prep

Month End Prep Quick start Connect QuickBooks and at least one payment processor (PayPal, Square, or Stripe), then say "let's close the month." Claude walks you through each step of the checklist, pausing for your input at each gate before moving forward. If a connector is missing, Claude falls back to asking for a CSV export — it won't silently skip a step. Workflow Work through these steps in order. Each step has a completion state; don't advance until the current step is settled. Step 1 — Agree on the target month Show more Installs 552 Repository anthropics/know…-plugins GitHub Stars 21.6K First Seen May 13, 2026 Security Audits Gen Agent Trust Hub Pass Socket Pass Snyk Pass