xbert-month-end-pack

{
  "name": "xbert-month-end-pack",
  "displayName": "XBert Month-End Pack",
  "description": "Month-end financial pack the partner can hand to the client — P&L vs budget, BS movement walk, cashflow vs forecast, and KPI roll-up in a single Word document.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-month-end-pack",
  "license": "MIT",
  "keywords": [
    "month-end",
    "reporting",
    "monthly",
    "financial-pack",
    "budget",
    "cashflow"
  ],
  "x-xbert": {
    "displayName": "XBert Month-End Pack",
    "tagline": "Month-end financial pack the partner can hand to the client.",
    "audience": [
      "bookkeepers"
    ],
    "categories": [
      "month-end",
      "reporting",
      "monthly"
    ],
    "prerequisites": [
      "XBert account",
      "Client ledger with at least one closed accounting period",
      "Budget loaded in the ledger (recommended; pack still runs without)"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "Month-end is a composition problem, not a calculation problem. The numbers come straight out of the ledger; the work is in assembling them consistently — same sections every month, same commentary structure, same KPI roll-up — so the partner can review the pack in ten minutes and hand it to the client without rebuilding it.\n\nXBert Month-End Pack pulls P&L vs budget, balance sheet movement, cashflow vs forecast, and budget adherence in one shot, runs the balance sheet review for unexpected movements, and assembles a Word document the bookkeeper hands up to the partner. The format stays consistent month-to-month so the client gets the same shape of report every cycle — the only thing changing is the numbers and the commentary, not the layout.",
    "useCases": [
      {
        "title": "Standard monthly client pack",
        "description": "Generate the same-shape monthly pack every period — P&L, BS, cashflow, KPIs — so the client gets a predictable read every month."
      },
      {
        "title": "Pre-partner-review handoff",
        "description": "Bookkeeper produces the pack; partner reviews and adds judgment on top. The pack is the input to that conversation, not the end of it."
      },
      {
        "title": "Budget variance investigation",
        "description": "Surface every line where actual is materially off budget, with commentary scaffolded so the partner can write the why."
      },
      {
        "title": "Balance sheet sanity check",
        "description": "Walk the BS movement period-over-period, flagging accounts that moved unexpectedly — a check that's easy to skip and expensive to miss."
      }
    ],
    "benefits": [
      {
        "icon": "FileText",
        "title": "Same shape every month",
        "description": "Consistent format means the client reads it faster and the partner reviews it faster. The bookkeeper isn't reinventing the layout each cycle."
      },
      {
        "icon": "BarChart3",
        "title": "P&L, BS, cashflow, KPIs in one pass",
        "description": "Four reports assembled and cross-checked in a single workflow — no copy-pasting between tabs, no Excel formatting fiddle."
      },
      {
        "icon": "ShieldCheck",
        "title": "Balance sheet review built in",
        "description": "Movement walk surfaces accounts that moved unexpectedly — the check most easily skipped and most expensive to miss."
      }
    ],
    "workflow": [
      "Type /month-end-pack in Claude Code or Claude Desktop",
      "Confirm the client tenant and the month being closed",
      "Plugin pulls P&L, BS, cashflow, budget adherence, and runs balance sheet review via the XBert MCP",
      "Build the working-paper payload, render via xbert-working-paper:render-docx, and report the saved path",
      "Hand the pack up to the partner for review; commentary fields are placeholders the partner fills in"
    ]
  }
}