Agent skill · business finance · anthropics
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.
Why this skill is useful
Provides specific procedures and GL query structures for generating roll-forward schedules that the AI wouldn't reliably generate on its own.
What it needs
About 1k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Roll-forward Given an account (or account group), entity, and period, produce a roll-forward that ties beginning to ending. Structure 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 to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/roll-forward