Build a roll-forward schedule for a balance-sheet account â beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
Install
npx skills add anthropics/financial-services --skill roll-forwardnpx skills add anthropics/financial-services --skill roll-forward -a claude-code -gnpx skills add anthropics/financial-services --skill roll-forward -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/agent-plugins/month-end-closer/skills/roll-forwardgh skill install anthropics/financial-services roll-forwardgit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/month-end-closer/skills/roll-forward ~/.claude/skills/roll-forward # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/month-end-closer/skills/roll-forward ~/.agents/skills/roll-forward # Codex, Cursor, Gemini CLI, Copilot, OpenCode