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Lock pack after QC pass (prove job). Use when finalise or lock accounts.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagement_state.json. Depth-scoped done.
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Prove the job for this engagement depth (books scorecard or full QC).
Optional router if lost — which slash to use. Prefer saying do the accounting.
Scaffold clients/<slug> folder layout. Use when new client folder or workspace layout. Also the shelf step: organize scattered docs by entity and period before extract (see shared/shelf-first.md).
Firm profile cold-start (not a client dump). Use when set up the firm or first install.
| name | finalise-accounts |
| description | Lock pack after QC pass (prove job). Use when finalise or lock accounts. |
Move from draft to locked numbers.
FS_final_draft_vN → FS_for_management_approvalLOCKED_PENDING_APPROVALpython3 scripts/export_to_beancount.py \
--client-dir <client> \
--output <client>/ledger/main.beancount \
--bean-check
Excel/openpyxl workpapers stay as engagement packs. Beancount is the ledger SoR.
Offer open-fava so the user can browse in the browser (http://127.0.0.1:5000).
See references/beancount_integration.md and skills export-beancount / open-fava.
Done when: QC Section A clear (or user-stopped with limitation), lock recorded in state, journals frozen for issue path.
Finalisation memo + file list + path to ledger/main.beancount when exported.