roll-forward
Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
How do I install this agent skill?
npx skills add https://github.com/anthropics/financial-services --skill roll-forwardIs this agent skill safe to install?
- Gen Agent Trust Hubpass
This skill provides a structured approach for generating financial roll-forward schedules. It utilizes internal data tools to ensure that beginning and ending balances are properly reconciled with transaction activity. The skill is designed for standard accounting workflows and does not exhibit any security risks.
- Socketpass
No alerts
- Snykpass
Risk: LOW · No issues
What does this agent skill do?
Roll-forward
Given an account (or account group), entity, and period, produce a roll-forward that ties beginning to ending.
Structure
Beginning balance (per prior-period close) X
+ Additions / new activity A
+ Accruals booked this period B
− Reversals of prior accruals (C)
− Payments / settlements (D)
± Reclasses / adjustments E
± FX translation F
Ending balance (per GL at period end) Y
Tie each line
- Beginning — prior-period close package, or GL balance at prior-period end date.
- Each activity line — a GL query (account + date range + journal-source filter) via the internal-gl MCP. Cite the query.
- Ending — GL balance at period-end date.
The schedule must foot: X + A + B − C − D + E + F = Y. If it doesn't, the gap is an unexplained item — surface it, don't plug it.
Output
The roll-forward table with a "ties to" column citing the GL query or document for every line, plus a foot check (pass/fail and the unexplained delta if any).
How can the creator link this skill?
Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.
<a href="https://skillzs.dev/skills/anthropics/financial-services/roll-forward">View roll-forward on skillZs</a>