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Managed AIPrepare workPublic guide

Month-end close execution

Reviews close steps and prepares month-end work for approval.

What this skill does

Month-end close execution is one of the focused abilities your LeedBooks AI bookkeeping employee can use. It keeps the AI from behaving like a generic chat box and helps it work inside a specific bookkeeping lane.

Plan access
This skill is available on the Managed AI plan. If it is locked in your account, the AI should explain what it does without exposing the data needed to run it.
01
Understand the request

The AI identifies the bookkeeping area you are asking about.

02
Use the right context

The skill gives the AI the specific data and behavior it needs.

03
Return useful work

The answer should explain findings, next steps, or prepared work.

When to use it

Ask whether the month is close-ready.
Prepare a close checklist with open issues.
Turn cleanup findings into approval tasks.

What it prepares

Checks review status, reports, holding accounts, transfers, rules, and sync health.
Prioritizes blockers that affect the month-end result.
Prepares reviewable work rather than silently closing the period.

Approval control

The AI can prepare close work, but final close judgment stays with the user or bookkeeper.

LeedBooks is designed around prepared work and human approval. If a skill can affect records, rules, aliases, categories, payees, or close status, the result should be reviewable before it becomes final.

Next step

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