Automated month-end close — the Controller checklist with a Dust agent
Month-end close still runs through the same manual checks in Spendesk. A Dust agent published for the whole accounting team runs the checklist with a single question.
The problem
Monthly accounting close in Spendesk always follows the same list: un-exported invoices, pending expense claims, cards with leftover balances, missing GL codes. Each check happens manually, in a different tab — 2 to 3 hours of repetitive work every month-end.
An agent shared across the whole accounting team
Unlike a skill installed individually, a Dust agent published on the workspace is immediately available to the whole Controller team — no need for each accountant to set up their own copy.
Run the close checklist for June 2026. I want to see what's OK and what's blocking.
Close checklist — June 2026
| Supplier | Amount | Reason |
|---|---|---|
| Deloitte | €18,500 | Missing GL code: 6278 |
| PwC | €12,000 | Unknown cost center: MKTG-NL |
| Carta | €3,400 | Missing intra-EU VAT |
Completeness score: 94%
What would you like to start with: fixing the GL codes, recovering card balances, or reviewing the expense claims?
Catching duplicates before export
Check for duplicate invoices in this month's data before I export to accounting.
I analyzed 284 invoices for June 2026. I found 2 potential duplicates:
Duplicate #1 — Confidence: 94%
Would you like me to open both invoices to compare attachments?
Automating the check every month-end
Once the checklist has been validated manually once, a Trigger can re-run it automatically on the last business day of each month — the whole team gets the result in the close channel, without anyone having to remember.
What to remember
- An agent published on the workspace saves every accountant from reconfiguring the same check.
- The checklist runs with a single question — no more manual tab-hopping.
- Duplicate detection before export avoids costly double payments.
- A monthly Trigger turns this checklist into a recurring automatic check.
Related skills
Run a full month-end close checklist: pending invoices, unmatched settlements, overdue payables, and unexported entries.
Detect potential duplicate invoices by identifying payables with the same supplier, amount, and close invoice dates.
Validate that all payables are correctly mapped to general ledger accounts before ERP export.