Month-End Close Runner
Runs your 27-step close checklist on the 1st of every month. Replaces a $60k Junior Accountant.
An SMB owner pays $60k/yr to a Junior Accountant who runs the month-end close: lock prior period, reconcile bank, reconcile credit cards, run depreciation, post recurring journal entries, generate trial balance, verify P&L vs budget, draft close memo. The role is 90% checklist execution on a 24-48 hour cycle — exactly the bounded orchestration an APScheduler-driven agent runs reliably.
1st of month 6am → agent kicks off 27-step close runbook → executes each step (bank recon, card recon, depreciation, accruals) → halts at any step requiring human judgment (e.g. inventory write-down) → emails 'close at step 18 of 27, blocked on inventory adjustment, ready to resume after your input.' Close shrinks from 7 days to 36 hours.
▶Technical specs
ANTHROPIC_API_KEYQBO_CLIENT_IDQBO_REFRESH_TOKENPLAID_CLIENT_IDPLAID_SECRETSTRIPE_API_KEYSLACK_WEBHOOK_URLWe connect these securely during setup. OAuth integrations above connect with one click — no manual token entry.
▶Open source info
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