gl-line-mapper

What problem does it solve?

GL code mapping is essential for accurate financial reporting but often manual and error-prone. This skill provides a clear, auditable crosswalk from GL codes to descriptions, categories, and the corresponding reporting lines.

Core Features & Use Cases

• For each GL code, return the account description, category (Revenue, COGS, OpEx, etc.), and the associated line item in financial statements.
• Reference and cite the chart of accounts document used to verify mappings, enabling auditability.
• Use cases include onboarding new codes, conducting COA cleanups, and preparing consistent management reports across entities.

Quick Start

Look up a GL code to retrieve its description, category, and reporting line from the mapping.