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audit-financials

Compare staged NetSuite financials to confirmed income statements and report per-month accuracy.

Updated Mar 1, 2026
Search Tags:#audit#accuracy#kpis#data-quality#data-validation#financials#netSuite
One-click install
npx skills add https://github.com/clenisa/optimal-cli --skill audit-financials
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: audit-financials
Source: https://github.com/clenisa/optimal-cli/tree/main/skills/audit-financials
Command: npx skills add https://github.com/clenisa/optimal-cli --skill audit-financials

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Compares staged financials from NetSuite exports with confirmed income statements to identify discrepancies and measure data quality.

Core Features & Use Cases

  • Automated reconciliation: detect exact matches, sign-flip matches, and mismatches across accounts by month.
  • Monthly accuracy reporting: produce per-month accuracy figures to surface data quality issues early.
  • Configurable tolerance: specify a dollar tolerance to treat near-equal values as matches.

Quick Start

Run the audit with optional months and tolerance to generate per-month accuracy reports.

Frequently Asked Questions about audit-financials

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I reconcile staged financials against confirmed NetSuite income statements?▼

Validate NetSuite export data by comparing staged financials against confirmed income statements grouped by account_code and YYYY-MM. The process computes accuracy using exact and sign-flip matches within a configurable dollar tolerance to identify discrepancies.

Does financial data validation handle large NetSuite exports?▼

Financial data validation handles large NetSuite exports by implementing pagination across staging tables. This ensures complete dataset processing when comparing monthly account balances against confirmed income statements for accuracy reporting.

Can I set a tolerance for near-equal values during monthly financial reconciliation?▼

You can specify a configurable dollar tolerance to treat near-equal values as matches during monthly financial reconciliation. This prevents minor rounding discrepancies from being flagged as data quality errors across NetSuite account codes.

What is sign-flip matching in financial data accuracy reporting?▼

Sign-flip matching in financial data accuracy reporting identifies pairs where staged and confirmed values are equal in magnitude but opposite in sign. This mechanism catches common accounting entry errors during NetSuite export validation.

How do I report per-month accuracy for NetSuite account codes?▼

Report per-month accuracy for NetSuite account codes by grouping data into account_code and YYYY-MM partitions. The validation process compares staged and confirmed income statements within each partition to calculate monthly accuracy figures.

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