Mondays · 9:00
Compare budget to actuals
A weekly view of each budget line: planned, spent, and the gap.
Month-end close agentKnow what is still open.
On the first of the month it reads your ledgers and shared folders, drafts the close checklist and marks what is done and what is missing. You approve the Doc and the Slack note.
Your first signup includes $50 in free credits.
Monthly · 1st, 8:00
Run the month-end checklist
- Reads
- Sheets, Drive folders
- Grows
- A close checklist
- Lands in
- Google Docs, Slack
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
On the 1st of each month at 8, check the Ledger and Accruals sheets and the month's folder in Drive. Draft the close checklist in Docs with what is done and what is missing, and tell the finance channel.
TulipFarm
I made an agent called Close helper and a monthly schedule for the 1st at 8:00. It reads Sheets and Drive. Creating the checklist Doc and posting to Slack asks you first. Activate it?
ActivateEdit first
The first morning of the month.
Every run is saved as an agent task you can open, check and rerun.
- Schedule
1st of the month at 8:00
Run startedStarted - Reads
Ledger and Accruals sheets
2 sheets, 6 open lines - Reads
Last month's folder in Drive
14 files, 2 expected files missing - Writes
The close checklist, using your close skill
1 checklist, 12 items - Asks first
Create the Doc and post a note in #finance
Approved - Posts
Doc in Google Docs, message in Slack
Delivered 8:04Completed
The checklist in Google Docs.
Done, open and missing, in the order your team closes the books.
Google DocsMonth-end close checklist
Done
- Bank accounts matched.
- Payroll journal entered.
Open
- Accruals: 6 lines without a note.
- Prepaid expenses not yet updated.
Missing
- Card statement for the second account.
- Vendor B statement.
What gets planted.
Three parts you own and can change at any time.
- Agent
Close helper
Its instructions, and the sheets and folders it may read.
- Skill
Close checklist
Your steps, in your order, with who owns each.
- Workflow
Monthly, 1st at 8:00
Runs in your time zone.
Uses
- Google Sheets
- Google Drive
- Google Docs
- Slack
Add if you use it
- QuickBooksMCPQuickBooks
Gmail
It reads quietly. It asks before it acts.
Reads without asking
- Your ledger and accrual sheets
- Last month's folder in Drive
- Last month's checklist, as a model
Asks you first
- Creating the checklist Doc
- Posting to Slack
- Changing any sheet or file
It uses your own connections, so it never sees more than you can.
Grow it your way.
Chase owners
Add a step that drafts a reminder email to whoever owns each open item.
Track it in a table
Keep the checklist in a TulipFarm table so owners can tick items off.
Mid-month check
Add a second schedule on the 20th to catch gaps early.
Questions, answered.
Does it close the books?
No. It gathers what is open and drafts the checklist. People do the close, and nothing is changed without asking you.
How does it know what is missing?
From the checklist skill you write, which names the files and sheets you expect each month.
Can it read my accounting software?
Through a Custom MCP connection, if your tool has an MCP server. You review each tool before an agent can use it.
Fridays · 15:00
Send the weekly finance note
A short Friday note on cash, spend and what to watch, drafted for you.
Every 15 minutes
Log every invoice
Invoices from the inbox become checked rows, ready for approval.
Start the month knowing what is open.
Public beta, open to everyone. Your first signup includes $50 in free credits.