PEAKAGENT

Finance · Controller

Month-end close checklist

Prompt
Build a month-end close checklist for a [STAGE] company on [ERP]. Include preconditions, daily tasks, reconciliation steps, sign-off gates, and a stretch list of process improvements. Format as a table with: step, owner, dependency, target day of close.

How to use this prompt

  1. Copy the prompt above.
  2. Paste into Claude, ChatGPT, or your preferred LLM.
  3. Replace anything in [BRACKETS] with your real inputs.
  4. Review the output before you send/ship — humans in the loop.

Best with

Most prompts here work in any modern LLM. For business reasoning and judgment, we recommend Claude. For fastest iteration with plugins, try ChatGPT.

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