roll-forward Skill
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. Published by anthropics in financial-services.
What is roll-forward Skill?
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. Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Security review
- Security review use cases
Technical details
- Install or run with Copy skill directory
When to use roll-forward Skill
- Use it for security review.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/fund-admin/skills/roll-forward/SKILL.md
What it does
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.
Skill instructions
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).
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Frequently asked questions
What is roll-forward?
roll-forward is a open-source AI agent skill with Copy skill directory. 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.
Who is roll-forward best for?
roll-forward is best for reusing agent instructions, scripts, and references, security review workflows.
How do I install roll-forward?
Install or run roll-forward using Copy skill directory. Check roll-forward for the latest setup command.
Is roll-forward actively maintained?
roll-forward may need a closer maintenance check before production use.
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