Back to directory

Workflow Fund Period Rollforward

Agent skill
1 skill

WHAT: Period-over-period balance-sheet account roll-forward — opening balance to closing balance bridge with documented transaction categories, three-statement articulation check, and mandatory disclosure of unexplained variances. WHEN: Invoke when reconciling any balance-sheet account from period start to period end; when producing close package supporting schedules for investments at fair value, accrued income, payables, capital accounts, debt, or fixed assets; when the roll-forward schedule must tie beginning to ending balance.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this skill

WHAT: Period-over-period balance-sheet account roll-forward — opening balance to closing balance bridge with documented transaction categories, three-statement articulation check, and mandatory disclosure of unexplained variances. WHEN: Invoke when reconciling any balance-sheet account from period start to period end; when producing close package supporting schedules for investments at fair value, accrued income, payables, capital accounts, debt, or fixed assets; when the roll-forward schedule must tie beginning to ending balance.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: d1263901859260a57183920ea0ce37394d7097feac6e5627b0a833617e76a0f1

About scan coverage and limitations

About this listing

Category
General
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.