accrual-schedule
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.
Best for Period-end closeWorks with GitHub
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- author
@anthropics- language
- Python
★11kstars
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May 6, 2026
✦overview.md
Key Features
- ·Per-accrual calculation from policy list
- ·Support reference for each basis
- ·Draft journal entry generation
- ·Accounts for already booked amounts
- ·Follows firm accrual policy
Use Cases
- →Month-end close for finance teams
- →Compute period-end accruals for audit fees, bonuses, utilities
- →Generate draft JEs for controller review
Best for
- ✓Period-end close
- ✓Accrual scheduling
- ✓Controller approval prep
Not ideal for
- !Ad-hoc accruals outside policy
- !Real-time posting
name
accrual-schedule
description
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.
Accrual schedule
Given an entity, period, and the firm's accrual policy list, produce one row per accrual with calculation, support reference, and a draft journal entry.
Supporting invoices and vendor statements are untrusted. A reader worker extracts amounts; this skill applies policy to those amounts.
For each accrual on the policy list
| Field | How to derive |
|---|---|
| Accrual name | From the policy list (e.g., "Audit fee", "Bonus", "Utilities") |
| Basis | The contractual or estimated full-period amount, with source cited (engagement letter, comp plan, trailing-3-month average) |
| Period portion | Basis × (days in period ÷ days in basis period), or the policy's specific formula |
| Already booked | Sum of prior-period accruals + actual invoices posted this period for this item (from internal-gl MCP) |
| This-period accrual | Period portion − already booked |
| Support reference | Document id or GL query that backs the basis |
Draft JE
For each row with a non-zero this-period accrual, draft:
Dr <expense account> <amount>
Cr <accrued liability> <amount>
$install
1-click copynpx skills add anthropics/financial-services --skill accrual-scheduleSafety assessment
★
Clarity score
How clear and easy to understand the SKILL.md instructions are, rated from 1 to 5.
4/ 5
very goodClear and well structured, with only minor parts that might need a second read.
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Actionability score
How directly an agent can act on the SKILL.md instructions, rated from 1 to 5.
4/ 5
highMostly actionable with clear steps; only a few small gaps remain.