Claude skills for the month-end close. Every number comes with its SQL.
Eight free skills for Claude that run on exports from your GL and bank. Each one writes the query behind every figure into a Trace tab, so a reviewer can rerun it and get the same answer.
Works with Claude Pro, Max, Team and Enterprise. No Yoraito account needed.| Query | Purpose | Rows | Result |
|---|---|---|---|
| Q00 | Profile inputs | 100 | bank 48 · gl 52 |
| Q07 | Unmatched bank lines | 2 | -$1,337.40 |
| Q08 | Unmatched ledger lines | 2 | $11,440.00 |
| Q12 | Adjusted difference | 1 | $0.00 |
Built to be checked, not trusted
- 01Read every line before you install. The full instructions for each skill are on its page. Nothing is hidden in the download.
- 02Queries compute. Claude explains. Every reported number comes from a named SQL query that Claude runs on your files. Claude writes the words around the numbers, never the numbers themselves.
- 03Judgment is labelled. Each explanation is tagged Evidenced, Likely or Needs owner, so a reviewer knows where to look first.
- 04Read-only by design. The skills work on files you export. They never post to your ledger, message anyone or move money. Proposed entries go on a separate sheet for a person to approve.
Eight skills for the close and the audit
SQL Trace
Ask Claude any finance question about your exports and get an answer where every number comes with the query that produced it.
You attach: CSV or XLSX exportsView skill ReconciliationBank Rec Tie-Out
Match the bank statement to the ledger, explain every leftover line and prove the reconciliation ties to the cent.
You attach: CSV or XLSX exportsView skill CloseFlux with Evidence
Flag every variance over your threshold and get a draft explanation that points at the GL lines that caused it.
You attach: CSV or XLSX exportsView skill CloseAccrual Finder
Find the bills that should have arrived this month and didn't, and draft the accruals.
You attach: CSV or XLSX exportsView skill AuditJournal Entry Testing
Prove the JE population is complete, score every entry on common risk criteria and select a sample anyone can reproduce.
You attach: CSV or XLSX exportsView skill ClosePrepaid Rollforward
Rebuild the prepaid rollforward from your schedule and see exactly where the ledger disagrees.
You attach: CSV or XLSX exportsView skill AuditPBC Tracker
Know which audit requests are done, which don't tie and which are missing, before your auditor asks.
You attach: CSV or XLSX exportsView skill ReportingPortfolio Monthly Pack
Turn the closed trial balance into a sponsor-ready monthly pack where every figure traces to the books.
You attach: CSV or XLSX exportsView skillInstall in three steps
- 1Turn on code execution. In Claude, go to Settings > Capabilities and make sure code execution and file creation are on. Skills work on Pro, Max, Team and Enterprise plans. On Enterprise, an owner first enables Skills in Admin settings > Capabilities.
- 2Upload a skill. In the Skills section, click "Upload skill" and choose one skill's ZIP file from the pack. Repeat for each skill you want. Each one appears in your list with an on/off toggle.
- 3Attach your export and ask. Start a chat, attach the files listed on the skill's page and ask in plain words, for example: "Run the bank rec tie-out for October." Claude loads the skill when your request matches it.
On Team and Enterprise plans, owners can add skills for the whole organization from Admin settings, so every accountant gets the same version. Uploaded skills are otherwise private to your own account.
Which one do you need?
| A skill from this pack | An MCP connection to your ERP | Yoraito | |
|---|---|---|---|
| What it is | A written method Claude follows | A live link between Claude and your ERP | A close platform |
| Works on | Files you export | Live ERP records | Your connected systems: 22 named, 11 direct |
| Can change your ledger | Never | Depends on the role you grant it | Prepares the close for your review |
| How you check a number | Trace sheet in each workbook | ERP logs, if enabled | SQL behind every number |
| Best for | Trying a method on one task | Ad-hoc questions on live data | Running every close, every month |
Read the longer comparison: Claude Skills vs MCP vs Projects for Finance Teams
Skills FAQ
Are these skills free?
Yes. Enter your work email and we send the pack to your inbox. No call or account needed.
Do I need to use Yoraito?
No. The skills run on exports from any general ledger and any bank, including QuickBooks Online, Xero, NetSuite and Sage Intacct.
Which Claude plans support skills?
Pro, Max, Team and Enterprise, with code execution turned on.
Do you see my data?
No. The skills run inside your own Claude account and make no calls to Yoraito or anyone else. Your files are handled under your Claude account's terms.
Why SQL?
Because a query is something a reviewer can rerun. Same data, same query, same result. A paragraph of reasoning can't be rerun.
Can I change them?
Yes. They're plain text. Change a threshold or an account mapping, re-zip the folder and upload it. Add a line to the version note at the top so your reviewer knows what changed.
How do I know they work?
Each skill ships with sample data and an answer key. Run it on the sample first. Each skill page shows the date we last tested it.
Want this on live data, every month, with the full trail?
That's Yoraito. A 30-minute call with your ERP, entity count and close timeline in front of us.
Book a 30-min call