Automated monthly close — the Controller checklist with Claude
Month-end close always means the same list of manual checks in Spendesk. With the MCP, Claude runs the checklist in a single command and immediately surfaces any blocking anomalies.
The problem
Monthly accounting close in Spendesk always means the same checklist: unexported invoices, outstanding expense reports, cards with residual balances, missing GL codes… Each check is done manually, in a different tab.
The result: 2 to 3 hours of repetitive work every month-end just to make sure nothing is missing.
The close checklist in a single command
Close Checklist — June 2026
| Supplier | Amount | Reason blocked |
|---|---|---|
| Deloitte | €18,500 | Archived GL account: 6278 |
| PwC | €12,000 | Unknown cost center: MKTG-NL |
| Carta | €3,400 | EU intra-community VAT not filled in |
Completion score: 94%
Where would you like to start: fix GL codes, recover card balances, or see expense report details?
Step-by-step guided corrections
Fix missing GL codes
Claude doesn't just list the problem — it helps you resolve it.
For the Deloitte invoice (€18,500), here's what I see:
| Code | Label |
|---|---|
| 6220 | Accounting fees |
| 6221 | Legal fees |
| 6222 | Advisory fees |
| 6229 | Other fees |
Account 6278 only appears when archived accounts are included. It needs replacing with an active account before export.
Would you like me to update the GL code on this invoice?
Detect duplicates before export
A classic that's expensive if it slips through.
I analyzed 284 June 2026 invoices. I identified 2 potential duplicates:
Duplicate #1 — Confidence: 94%
Duplicate #2 — Confidence: 78%
Would you like me to open both invoices to compare attachments and confirm?
Key takeaways
- The checklist runs in a single command — no more manually navigating between tabs
- Every anomaly comes with an explanation and a suggested fix
- Duplicate detection before export prevents costly double payments
- Ideal at D-2 before the accounting close date to leave time for corrections
- Pairs perfectly with FEC export: clean close → error-free export
Related skills
List all invoices and expenses ready to export to the accounting system using bookingStatusToExport.
Run a month-end close checklist: expenses to prepare, expenses not exported, missing receipts, settlements not exported and overdue invoices.
Detect potential duplicate invoices by identifying payables with the same supplier, amount, and close invoice dates.
Check that expenses to export carry their expense, VAT and supplier accounts, and that none sits on an archived account.