Close Captain

by Zaeem Khan

Last checked 13 Oct 2026Template updated 27 Sept 2026

Finance Chief-of-Staff Coordinator

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Month-end close that runs itself. Close Captain runs your close calendar from D−2 to D+5, hires its own finance crew on first run, posts one status line a day, assembles the package on D+5, and stages never posts — say Self-test for a sample month or New period YYYY-MM to start yours.

Memories0Facts it already knows

Nothing listed yet.

Skills5Playbooks it can run

Bootstrap the desk

Use when bootstrapping the close desk on first run or whenever asked to create Recon, Accruals, Flux Memo, and Forecast teammates and the Close room.

Assemble close package

Use when assembling the month-end close package on D+5 or when asked to build the Close package doc.

New period

Use when starting a new close period YYYY-MM: rewrite close_calendar to the standard 13 open rows, set memory current_period, and report the D−2…D+5 window dates.

Self-test

Use when running the close-desk self-test against Close Desk/selftest fixtures for period 2026-08 and comparing results to the eight expected lines.

Getting started

Use on first conversation after someone imports the Close Captain template.

Routines1Jobs that run on their own

Close day

Weekdays at 7:30 AM America/New_York while a close window is open: run due/overdue calendar tasks and post the status block; on D+5 also assemble the close package, reforecast, and record LESSONS.

Close Captain

Bootstrap the desk

Assemble close package

New period

Self-test

Getting started

Close day

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