Description
roll-forward is an agent skill from Anthropic's financial-services collection, listed on skills.sh. It builds a roll-forward schedule for a balance-sheet account, showing how the balance moves from the start of a period to its end, so the two balances tie. The input is an account or account group, the entity and the period. The schedule runs in order: the beginning balance from the prior-period close, plus additions or new activity, plus accruals booked in the period, less reversals of prior accruals, less payments and settlements, plus or minus reclasses and adjustments, plus or minus FX translation, equals the ending balance per the general ledger at period end. Each component is tied to the figure it comes from, so a gap shows up on a named line rather than as an unexplained difference. It is for accountants and close teams who need to explain movements in an account, such as an accrual or a deferred balance, from one period to the next.…
Highlights
- Beginning to ending balance tie-out
- Accruals, reversals and settlements as separate lines
- Reclass and FX translation lines included
- Runs for an account or an account group
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roll-forward FAQ
What does the roll-forward skill produce?
A schedule that moves a balance-sheet account from its prior-period close to its ending balance per the general ledger, line by line.
How do I install it?
Run: npx skills add https://github.com/anthropics/financial-services --skill roll-forward
What inputs does it need?
The account or account group, the entity and the period. The beginning balance comes from the prior-period close.
What happens when the balances do not tie?
The difference shows up against a named component, so the gap can be traced to a specific line.
Has it been checked for security?
skills.sh lists three audits: Gen Agent Trust Hub Pass, Socket Pass and Snyk Pass.
What are the best roll-forward alternatives?
Popular alternatives to roll-forward include gl-recon, break-trace and variance-commentary. See all roll-forward alternatives