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Balance sheet account roll-forward v1.0.0

Use this resource to build a balance sheet roll-forward for the monthly close

New

  • 359 downloads
  • 135 likes
  • 235 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install balance-sheet-roll-forward

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent starts from the opening balance, ties each movement to a general ledger query and checks that the closing balance matches the ledger. You get a roll-forward ready for the close package.

Mostly picked by

Updated November 2, 2026

Card for the “Balance sheet account roll-forward” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: table structure from opening to closing balance
  • SKILL.md: each line tied to the general ledger

Good fit for

  • A monthly close package with provision accounts
  • Supporting an account when an auditor asks for it

Not for

    Tags

    • roll-forward
    • close
    • general ledger
    • balance sheet

    About

    You say

    “Prepare the roll-forward of the risk provision account for the FR entity in October.”

    Card for the “Balance sheet account roll-forward” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to build a balance sheet roll-forward for the monthly close
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.4 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/fund-admin/skills/roll-forward
    Licence
    Apache-2.0

    Notice

    « roll-forward » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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