AITeamGuide Hub · Playbook
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.
PlaybookBy AITeamGuideFinance & accounting
Key facts
- Type
- Playbook
- Jobs it fits
- Prepare month-end reports; Reconcile accounts
- Fields
- Finance & accounting
- Works with
- Claude Code, Claude Desktop, Any MCP client
- Author
- @aiteamguide
- Added to the Hub
- October 21, 2026
Written by AITeamGuide from the tools' own docs. We haven't run it end to end in production; test with your own data first.
The recipe
1. Read the books
Connect QuickBooks Online through Intuit's MCP server, read-only to start.
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.
3. Check payments
Match card payouts against invoices with the Stripe AI toolkit.
4. Human posts
Your bookkeeper reviews and posts any journal entries. The agent never writes to the ledger.
Install / Use it
By AITeamGuide · free to copy
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Summary written by AITeamGuide in our own words. GitHub numbers come from the public GitHub API and refresh daily. Maintainer and want a correction or removal? Tell us. Got something similar? Submit it to the Hub.