Close the month for a freelancer
You move from one client job to the next, and the writing follows you. Reconcile, see the cash, and draft the overdue notes.
Written up as a kit: Close Your Small Business Books in an Afternoon: The AI Month-End Kit
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1 Reconcile
Install this skill.
Match the ledger to processor payouts and flag what needs a person.
Directory · Month End Prep
Runs in Claude
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2 See the cash
Install this skill.
A 30/60/90-day view, with the lowest week named.
Directory · Cash Flow Snapshot
Runs in Claude
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3 Send the reminders
Install this skill.
Overdue notes in the tone each customer usually pays to.
Directory · Invoice Chase
Runs in Claude
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4 Read the numbers
Paste this prompt.
Claims you can check, and the ones that still need a person.
Directory · Extract Wisdom
Runs in Claude ChatGPT Cursor Other
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5 Write the overdue note
Paste this prompt.
A reminder with the amount, the date, and one next step.
Directory · Create Formal Email
Runs in Claude ChatGPT Cursor Other
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6 Keep the monthly ops
Install the pack. It includes a Claude skill, custom GPT instructions, and a plain prompt.
The pack is the pulse, the bills, and the next close.
Paid pack · Small Business Ops Pack · $49
Runs in Claude ChatGPT Cursor Other
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A step stays when it runs in an AI you checked. Share links keep the role, the job, and those checkboxes in the URL.
YourAIKit products are workflow tools. They are not legal, tax, or financial advice.
StackFinds use case for this role: Freelancer