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Build Excel workpapers pack via openpyxl. Use when working papers Excel or workbook.
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 | generate-workbook |
| description | Build Excel workpapers pack via openpyxl. Use when working papers Excel or workbook. |
Single-pass Excel working papers for human review and client packs.
Uses openpyxl (Python). Does not require Microsoft Excel to generate. Formulas are written as strings — values appear when the file is opened/recalculated.
See shared/excel_deliverables.md.
Ledger SoR after finalisation: Beancount (export-beancount), not this xlsx.
pip install openpyxl # or: pip install -r requirements.txt
python3 scripts/generate_workbook.py <input.json> <output.xlsx>
workpapers/*.json — do not invent numbers in Excel only.Optional: scripts/generate_pdf_report.py (reads xlsx via openpyxl, needs reportlab).
Done when: workbook opens without corruption and key sheets tie to JSON workpapers/TB.