Build a balance-sheet roll-forward for close

Takes GL activity and produces a month-end roll-forward schedule (opening balance + activity – reversals = closing) tied to source accounts, ready for audit review.

Best for: Controllers and finance ops closing the books and preparing audit packages.

Finance / bookkeeping-reconciliationatomicfor-opslight-setupfrom-csv

Source

Creator's repository · anthropics/financial-services

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License: Apache-2.0