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    year end close readiness auditor

    1

    Audits year-end financial close readiness by identifying blockers, evidence gaps, and reconciliation risks.

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    year end close readiness auditor

    year end close readiness auditor

    Example session with this skill installed

    Review this year-end checklist: Bank Recs (Done), AR Aging (In Progress), Fixed Assets (Done, no docs attached), Intercompany (Open - $50k variance), Tax Accrual (Pending CFO). Deadline is Friday.

    • Read your context and instructions
    • Compiled the year end close
    • Generated the document

    The year-end close readiness assessment identifies one critical blocker and several evidence gaps that must be addressed before the Friday deadline.

    Year-End Close Readiness Report

    Control AreaStatusPriorityKey ObservationEvidence Status
    Cash and BankCOMPLETELOWBank reconciliations marked done.PRESENT
    Accounts ReceivableIN PROGRESSMEDIUMAging review currently underway.PARTIAL
    Fixed AssetsREADY WITH CONDITIONSHIGHMarked complete but missing register.MISSING
    IntercompanyNOT READYCRITICAL$50k unresolved variance.MISSING
    Tax & StatutoryPENDING APPROVALHIGHAwaiting CFO sign-off.PARTIAL

    Critical Blockers

    Intercompany Reconciliation: A $50k variance remains unresolved. This is a blocker for consolidation as eliminations cannot be finalized until the source of the difference is identified and corrected.

    High-Priority Open Items

    Fixed Asset Documentation: Task is marked complete, but no asset register or depreciation schedule was provided. This lacks the audit trail required for final sign-off.
    *

    Tax Accrual Approval: The tax accrual is sitting with the CFO. Any adjustments here will impact the final ETR and net income.

    Action Register

    PriorityAreaTask/IssueRecommended Next ActionOwner
    CRITICALIntercompany$50k VarianceMatch counterparty statements to identify entry error.Unknown
    HIGHFixed AssetsMissing EvidenceUpload FA Register and depreciation calculation.Unknown
    HIGHTaxCFO ApprovalSecure sign-off on tax provision workpaper.CFO

    Next steps

    1. Assign an owner to resolve the $50k intercompany variance immediately.
    2. Attach the Fixed Asset Register to the close folder to move status from 'Conditions' to 'Ready'.
    3. Follow up with the CFO for the final tax accrual sign-off.

    year-end-close-readiness-auditor.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Identify critical blockers that prevent closing the books on schedule.Validate that all completed tasks have corresponding supporting evidence.Prioritize open items based on their impact on financial statements.Generate a professional readiness report for Controllers and CFOs.

    About this skill

    The problem

    Manual year-end close tracking is prone to oversight, where tasks marked "complete" lack supporting evidence or hide critical downstream dependencies. Finance teams often struggle to identify true blockers among hundreds of line items before reporting deadlines.

    What it does

    • Analyzes close checklists and ERP exports to map task status against evidence availability.
    • Identifies critical blockers where unresolved reconciliations or pending approvals threaten the reporting timeline.
    • Normalizes fragmented status labels into a consistent readiness framework.
    • Generates a structured Action Register prioritizing items by financial statement impact and dependency.
    • Flags missing audit evidence like bank statements, subledger tie-outs, and management sign-offs.

    Why this beats prompting it yourself

    Generic prompts often fail to distinguish between a "finished" task and a "verified" one. This skill applies specific accounting control logic to ensure every status claim is backed by the expected workpaper or approval trail, preventing false confidence in close readiness.

    Use cases

    • Performing a gap analysis on month-end or year-end task trackers.
    • Auditing balance sheet reconciliation status for missing evidence.
    • Identifying manual journal entries pending approval before period lock.
    • Preparing a readiness report for management or external audit kickoff.

    Known limitations

    Does not post journal entries or execute ERP period locks. Cannot determine tax or legal treatment without specific jurisdictional facts provided by the user.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

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    Verified clean 20 days ago

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    Netsuite

    Listed20 days ago

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