xbert-close-packet

{
  "name": "xbert-close-packet",
  "displayName": "XBert Close Packet",
  "description": "Month-end packet assembled — BS/P&L + variance commentary + journal narrative + outstanding XBerts — single Word/PDF deliverable for the client.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-close-packet",
  "license": "MIT",
  "keywords": [
    "close",
    "month-end",
    "client-pack",
    "partner-pack",
    "variance",
    "journals",
    "deliverable"
  ],
  "x-xbert": {
    "displayName": "XBert Close Packet",
    "tagline": "Month-end packet assembled — BS/P&L + variance commentary + journal narrative + outstanding XBerts — single Word/PDF deliverable for the client.",
    "audience": [
      "accountants",
      "principals"
    ],
    "categories": [
      "close",
      "month-end",
      "client-pack"
    ],
    "prerequisites": [
      "XBert account",
      "Client ledger with at least one closed accounting period",
      "Budget loaded in the ledger (recommended; packet still runs without)"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "Every month-end an accountant assembles a packet: balance sheet, P&L with variance commentary, narrative for material journals, KPI page, and a 'what changed and why' summary. Today this is copy-paste from the month-end pack + balance sheet explainer + manual narrative. Three surfaces, three formats, three rounds of reformatting before the partner can review.\n\nXBert Close Packet composes the three into a single client-ready deliverable. The outstanding-XBerts list lives inside the variance section so the risks and issues sit alongside the explanations they relate to — not buried in a separate report nobody opens. Material journals get narrative drafted from the journal description, the affected accounts, and the prior-period context, so the partner reviews a paragraph rather than recomposing one. Lodgement and signing stay manual — the partner reads, edits, and sends.",
    "useCases": [
      {
        "title": "Month-end client packet",
        "description": "Assemble the standard month-end packet for client delivery — BS, P&L, variance commentary, journal narrative, KPIs — in a single Word/PDF."
      },
      {
        "title": "Quarterly partner-pack",
        "description": "Produce the quarter-end partner pack with the same composition pattern — variances rolled up across three months, journal narrative across the quarter."
      },
      {
        "title": "Board-pack draft",
        "description": "Generate a board-ready first draft the partner edits — the composition does the boring assembly; the partner adds the boardroom narrative on top."
      },
      {
        "title": "Year-end summary draft",
        "description": "Compose the FY summary deliverable — full-year variance commentary, year-end journal narrative, outstanding-XBerts trail — as a single document the partner reviews before client delivery."
      }
    ],
    "benefits": [
      {
        "icon": "FileText",
        "title": "Single deliverable not three",
        "description": "The client receives one packet, not three reports stitched together with email forwards. Same shape every period so the client reads it faster and the partner reviews it faster."
      },
      {
        "icon": "GitBranch",
        "title": "Composes existing surfaces",
        "description": "Pulls the same numbers the month-end pack and balance sheet explainer already produce — no duplicate calculation, no drift between the packet and the underlying reports."
      },
      {
        "icon": "ShieldCheck",
        "title": "Partner reviews before send",
        "description": "Lodgement and signing stay manual. The composition does the assembly; the partner adds judgment, edits commentary, and approves the send."
      }
    ],
    "workflow": [
      "Type /close-packet in Claude Code or Claude Desktop",
      "Confirm the client tenant, the period being closed, and the reporting shape (SPFS or GPFS)",
      "Plugin pulls BS, P&L, cashflow, trial balance, budget, outstanding XBerts, and material journals via the XBert MCP",
      "Variance commentary and journal narrative are drafted into the composed packet structure",
      "Render the deliverable(s) via xbert-working-paper:render-docx / render-xlsx / render-pdf as specified by the skill, and report the saved path(s)",
      "Partner reviews, edits, and sends — no auto-lodgement, no auto-send"
    ]
  }
}