roll-forward
CommunityAutomate GL roll-forwards for month-end close.
Authornvmohinani
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Builds a roll-forward schedule tying beginning balances, activity, and ending balances to GL data, enabling accurate month-end close and audit support.
Core Features & Use Cases
- Generates a line-by-line roll-forward that reconciles starting balances, additions, accruals, reversals, payments, reclasses, and FX to ending balance.
- Forces a foot-check to ensure X + A + B − C − D + E + F = Y and surfaces any unexplained delta for review.
- Provides an auditable output that cites the GL sources for each line and supports balance-sheet accounting workflows.
Quick Start
Provide the account (or account group), entity, and period to generate the roll-forward table.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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: roll-forward Download link: https://github.com/nvmohinani/financial_services/archive/main.zip#roll-forward Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.