qa-financials
OfficialAutomate GL export QA and reconciliation
AuthorBainbridge-Growth
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the process of tying out a customer's raw GL export against the R-GL tab in their SmartModel, ensuring financial data accuracy.
Core Features & Use Cases
- Automated GL Reconciliation: Automatically compares external source data against imported model data.
- Roll-Up Sanity Check: Verifies major totals before diving into line-level detail.
- Line-Level Tie-Out: Matches account numbers and values between source and R-GL data.
- Markdown Report: Generates a markdown report highlighting discrepancies and issues.
Quick Start
Use the qa-financials skill to QA the GL export for [Customer] [Month Year].
Dependency Matrix
Required Modules
smartmodel-protocol
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: qa-financials Download link: https://github.com/Bainbridge-Growth/drivepoint-plugins/archive/main.zip#qa-financials Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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