roll-forward

Name: roll-forward
Availability: InStock
Author: Anthropic

Automate GL account roll-forward schedules with validation checks.

34.1k|5.1k|Updated Feb 23, 2026

Search Tags:#accounting #reconciliation #schedule #month-end #gl

Ready to run

npx skills add https://github.com/anthropics/financial-services --skill roll-forward-anthropics

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: roll-forward
Source: https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/fund-admin/skills/roll-forward
Command: npx skills add https://github.com/anthropics/financial-services --skill roll-forward-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the creation of roll-forward schedules, helping finance teams verify account movements between periods efficiently.

Core Features & Use Cases

Schedule Construction: Builds detailed roll-forward tables linking beginning balances, activities, and ending balances for GL accounts.
Validation & Reconciliation: Ensures schedules foot correctly, identifying discrepancies or unexplained variances.
Use Case: During month-end close, generate a comprehensive GL roll-forward to support audit documentation and internal controls.

Quick Start

Use the roll-forward Skill to generate a schedule for the company's cash account for Q1 2024, including all activity sources and validation checks.

Frequently Asked Questions about roll-forward

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

FAQPage Schema

How do I create a GL roll-forward schedule for month-end close?▼

A GL roll-forward schedule links beginning balances, period activity, and ending balances for general ledger accounts. This Skill automates schedule construction to help finance teams verify account movements efficiently during financial closing workflows.

What is a balance-sheet reconciliation schedule and when do I need one?▼

A balance-sheet reconciliation schedule verifies account changes between periods by detailing beginning balances, activities, and ending balances. You need one during month-end close to support audit documentation and validate internal financial controls.

How do I validate discrepancies in an account roll-forward?▼

Validating discrepancies in an account roll-forward requires checking that schedules foot correctly and identifying unexplained variances. This Skill performs validation checks to ensure schedule integrity and reconcile account movements.

Does the roll-forward Skill support audit documentation for balance sheet accounts?▼

Yes, the roll-forward Skill supports audit documentation by generating comprehensive schedules that link beginning balances to ending balances. It ensures schedules foot correctly to verify account changes between periods for internal controls.

What's the best way to automate balance-sheet reconciliations for financial closing?▼

Automating balance-sheet reconciliations involves using a tool that builds detailed roll-forward tables and performs validation checks. This Skill automates that process to streamline account verification and identify discrepancies during month-end close.