roll-forward
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.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill roll-forward- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads roll-forward automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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).
FAQ
What does the roll-forward skill do?
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.
How do I install roll-forward?
Run npx skills add https://github.com/anthropics/financial-services --skill roll-forward in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/roll-forward/ (personal) or .claude/skills/roll-forward/ (project).
Which AI agents can use roll-forward?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is roll-forward safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains roll-forward?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,254 recorded installs.
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