Roll Forward
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Roll-forward is a Claude skill that builds a balance-sheet account roll-forward tying beginning to ending balance with each line cited to the general ledger.
About
Roll-forward builds a balance-sheet account roll-forward schedule where beginning balance plus activity less reversals equals ending balance. Every line ties to the general ledger via a cited GL query, and the schedule must foot or the gap is surfaced as an unexplained item. An accountant uses it for month-end close packages and audit support.
- Builds a balance-sheet account roll-forward that ties beginning to ending
- Cites a GL query for every activity line via the internal-gl MCP
- Foots the schedule and surfaces unexplained deltas instead of plugging them
Roll Forward by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
roll-forward capabilities & compatibility
- Capabilities
- portfolio monitoring · tear sheet
- Use cases
- data analysis
What roll-forward says it does
Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance
The schedule **must foot**
If it doesn't, the gap is an unexplained item — surface it, don't plug it.
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Build a balance-sheet account roll-forward tied to the GL for month-end close and audit support.
Who is it for?
Accountants preparing month-end close packages and audit support
Skip if: Investment analysis or trade generation
When should I use this skill?
Building a balance-sheet account roll-forward for month-end close or audit support
What you get
A roll-forward table with a ties-to column for every line and a pass/fail foot check
- roll-forward table with a ties-to column
- foot check (pass/fail and unexplained delta)
By the numbers
- foot check formula X + A + B - C - D + E + F = Y
Files
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) YTie 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).
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What happens if it does not foot?
The gap is surfaced as an unexplained item and is not plugged.
How is each line supported?
Each activity line is a cited GL query via the internal-gl MCP, and beginning/ending tie to GL balances.