Roll Forward

anthropics/financial-services-pluginsOfficial

Builds a balance sheet roll-forward schedule that shows how an account moves from beginning to ending balance, broken down by additions, accruals, reversals, payments, and adjustments. Each line ties back to a specific GL query or source document, and the whole thing must foot or it surfaces the unexplained delta instead of hiding it. Useful for month-end close packages and audit support when you need to explain exactly where every dollar came from. The structure is standard accounting reconciliation work, but having it automatically pull from GL and verify the math saves the manual tie-out grind.

skills.sh installs: 190
GitHub stars: 29.5K
last updated: Jun 3, 2026

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Install

$ npx -y skills add anthropics/financial-services-plugins --skill roll-forward --agent claude-code

Installs into .claude/skills of the current project.

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)           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).

SKILL.md on GitHub