Get Month Close
get_month_closeCheck how closed a month's books are. Returns a close-confidence percentage and lists what still needs attention: uncategorised transactions, unreconciled lines, missing receipts, and open VAT.
Instructions
Check how 'closed' a month's books are. Returns a close-confidence percentage (share of the month's transactions that are categorised AND reconciled) plus exactly what still needs the founder — uncategorised transactions, categorisations you're unsure about, unreconciled lines, payments missing a receipt, and open VAT. Use when the user asks "is my month done?", "close my books", "what's left for May?", "month-end", or any close/period-end question. Defaults to the last complete month. Surface the returned message; offer to help clear each exception.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period_start | No | First day of the month to check, YYYY-MM-01. Omit for the last complete month. |