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gl-to-reportlisted

Turn a raw accounting/GL export into a clean reporting template (flash report) and draft variance commentary against prior actuals and budget. Use for the monthly close and the recurring flash report.
Anlo-Ventures/skills-and-agents-library · ★ 1 · Data & Documents · score 67
Install: claude install-skill Anlo-Ventures/skills-and-agents-library
# GL to Report ## What this does Takes a raw general-ledger export and reformats it into your reporting template (the flash report), then drafts plain-English variance commentary against prior actuals and budget. It does the close-and-reporting drudgery: line-and-column reformatting plus a first-pass narrative on what moved and why. It works like a smart intern who is about 90% right. You audit the output, you do not ship it blind. ## When to use it - The monthly close, when you need the GL turned into the board or management flash report. - The recurring flash report, when the layout is fixed and only the numbers change. - Any time you have a GL export, a target template, and prior-period data, and you want the reformat plus a draft variance narrative in one pass. ## Inputs — how to give it the data Give it three things. The simplest path is to drag the files into the chat or paste them. - **The GL export** — the file. A spreadsheet or CSV is ideal (e.g. exported from Sage Intacct, QuickBooks, or any GL). A PDF works but scans are lossy; if numbers are blurry or columns run together, the skill flags the ambiguous cells rather than guessing them. - **The reporting template** — the blank or prior-month flash report it should populate, so the line order, subtotals, signs, and rounding match what your readers expect. - **Prior actuals and budget** — the comparison columns. Can be in the template already or supplied as a separate file. A live GL or accounting co