finance

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Finance and accounting: journal entries, reconciliation, variance analysis, financial statements, audit support, month-end close, SOX testing.

AI & Automation 419 stars 44 forks Updated 2 days ago MIT

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Skill Content

# Finance & Accounting Umbrella skill for finance and accounting workflows. Detects the domain from the user's request, loads the right reference files, and executes. All output is working material for qualified professionals — not financial advice. **Scope**: Journal entries, reconciliation, variance analysis, financial statements, audit/SOX support, month-end close. Use csuite for strategic finance decisions, data-analysis for ad-hoc analytics. --- ## Reference Loading Table Classify into exactly one mode before proceeding. | Mode | Signal Phrases | Reference to Load | |------|---------------|-------------------| | **JOURNAL ENTRY** | book, accrue, accrual, depreciation, prepaid, payroll entry, revenue recognition, deferred revenue, journal entry | `references/journal-entries.md` | | **RECONCILIATION** | reconcile, bank rec, subledger, GL-to-sub, intercompany, reconciling items, aging | `references/reconciliation.md` | | **VARIANCE** | variance, flux, budget vs actual, period-over-period, price/volume, waterfall, bridge | `references/variance-analysis.md` | | **STATEMENTS** | P&L, income statement, balance sheet, cash flow, financial statements, GAAP presentation | `references/financial-statements.md` | | **AUDIT/SOX** | SOX, control testing, sample selection, workpaper, deficiency, material weakness, ITGC, audit | `references/journal-entries.md` + `references/reconciliation.md` | | **CLOSE** | month-end close, close calendar, close checklist, close day, hard close, s...

Details

Author
notque
Repository
notque/vexjoy-agent
Created
5 months ago
Last Updated
2 days ago
Language
Python
License
MIT

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