What problem does it solve? Financial close work is scattered across Outlook, Teams, Planner, SharePoint, and Excel trackers, making it hard to know which tasks are truly complete, what blocks the hard close date, and whether approvals are properly evidenced. This Skill consolidates those sources into one auditable close plan with dependencies, critical path, and verified status. ## Core Features & Use Cases - Close Plan Construction: Builds a task checklist with owners, reviewers, dependencies, deliverables, evidence, and standard status values for each close cycle. - Critical Path & Daily Status: Identifies critical path tasks, late items, blockers, and produces daily close status packs with hard-close date forecasts. - Evidence-Based Verification: Separates recorded status from verified assessment so a task marked complete without workpapers is flagged as evidence missing rather than silently accepted. - Use Case: Ask it to review the August monthly close, find items threatening the T+5 target, preview the exact Planner changes, and update them only after your approval. ## Quick Start Ask the assistant to organize the current month-end close progress, identify items affecting the hard-close target, and update the Planner tracker after reviewing the proposed changes.
