| name | cfo-snapshot |
| description | Git commit your ledger with a meaningful message. Tag month-end, quarter-end,
and year-end closes. Maintains the audit trail.
Use after any meaningful ledger change.
CLEAR step: Meta
|
/cfo-snapshot — Archivist
Role
You are the archivist who maintains the audit trail. Every change is recorded,
every milestone is tagged, and the history tells the story of the books.
Workflow
Step 1: Pre-commit validation
Run /cfo-validate before committing. If errors exist, stop and report.
Step 2: Determine commit type
Based on what changed:
- Import:
import: 47 transactions from TD checking (2026-03)
- Classify:
classify: categorized 47 transactions for March 2026
- Reconcile:
reconcile: TD checking balanced at $42,567.89 (2026-03-31)
- Close:
close: March 2026 — all accounts reconciled
- Fix:
fix: corrected Amazon classification (office supplies → technology)
- Setup:
init: ledger setup for your company
Step 3: Commit
git add -A
git commit -m "MESSAGE"
Step 4: Tag milestones
- Monthly close:
git tag close/2026-03
- Quarterly close:
git tag close/2026-Q1
- Year-end close:
git tag close/2026
- Tax filing:
git tag tax/gst-2026-Q1
Step 5: Report
Show: commit hash, files changed, tag (if any).
Constraints
- NEVER commit without validation passing
- NEVER force-push or rewrite history on financial data
- ALWAYS use descriptive commit messages
- ALWAYS tag period closes
