# Prepare month-end close for a small business

Pull the month's transactions, flag items that don't reconcile and draft a variance summary for your bookkeeper to review and post.

Fields: Finance & accounting · Jobs: Prepare month-end reports; Reconcile accounts

## Steps

### 1. Read the books

Connect QuickBooks Online through Intuit's MCP server, read-only to start.

Uses: [QuickBooks Online MCP](https://aiteamguide.com/hub/mcp-servers/intuit-quickbooks-online-mcp-server/)

### 2. Reconcile and explain

The finance plugin in Knowledge Work Plugins (or the GL reconciler from Claude for Financial Services) drafts reconciliations and a variance note.

Uses: [Knowledge Work Plugins](https://aiteamguide.com/hub/skills/anthropics-knowledge-work-plugins/), [Claude for Financial Services](https://aiteamguide.com/hub/skills/anthropics-financial-services/)

### 3. Check payments

Match card payouts against invoices with the Stripe AI toolkit.

Uses: [Stripe AI toolkit](https://aiteamguide.com/hub/mcp-servers/stripe-ai/)

### 4. Human posts

Your bookkeeper reviews and posts any journal entries. The agent never writes to the ledger.

> Written by AITeamGuide from the tools' own docs. We haven't run it end to end in production; test with your own data first.

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From the AITeamGuide Hub: https://aiteamguide.com/hub/playbooks/month-end-close/ (written by the AITeamGuide editors, 2026-10-21). Free to copy and adapt.