liveflow

name

liveflow

description

Consolidate a multi-entity ledger (QuickBooks, Xero, NetSuite, or any per-entity JSON) into one close, reconcile it against a golden reference, catch mis-keyed entries that cross-foots miss, and gate on "shippable without review?" before numbers go to a board, investor, lender, or downstream report. Use for month/quarter close, multi-entity roll-ups, or any time figures from more than one accounting source must agree before they are trusted.

liveflow — multi-entity close, verified before it ships

The finance agent for a one-person company: it pulls every entity's ledger, rolls them into one period close, checks the result against a golden reference, catches the entry someone mis-keyed, and refuses to call the numbers "done" until they actually reconcile.

When to use

• Month / quarter / year close across more than one accounting system (QuickBooks + Xero + NetSuite, …).
• Any roll-up where totals from multiple sources must agree before they reach a board deck, investor update, lender, or a downstream model.
• You want a hard "shippable without review?" gate, not a vibe check.

The loop

1. Ingest — read each entity's ledger (one JSON per source; see examples/).
2. Consolidate — sum by category (Revenue / COGS / OpEx / …) across entities.
3. Golden-reference verify — compare the consolidation to a trusted reference (prior reviewed close + board plan) within tolerance, and confirm each entity foots. Reconcile % = passed / total.
4. Catch mis-keys — flag costs booked to the wrong category (e.g. marketing in COGS). An entity can foot perfectly and the consolidation still be wrong; only the golden reference catches a mis-categorization.
5. Gate — Shippable without review? = reconcile % ≥ the ship bar (default 95%). If not, it says NO and exits non-zero — usable directly as a close / CI gate.
6. Queue — emit the exact follow-ups: re-key each mis-key, plus a variance task for any residual category miss that remains after the re-keys.

Run it

node scripts/reconcile.mjs                 # examples/ → the Q3 demo
node scripts/reconcile.mjs ./my-ledgers    # your own per-entity JSON + a golden.*.json
node scripts/reconcile.mjs --json          # machine-readable (pipe into the next agent step)
node scripts/reconcile.mjs --ship-bar 99   # stricter gate
node scripts/reconcile.mjs --trace-out trace.json   # also emit a visual trace bundle

Exit code is 0 only when shippable — so it drops into a CI step or a pre-send hook unchanged.

Input shape

Source ledger (examples/quickbooks.q3.json, …):

{ "entity": "QuickBooks", "period": "Q3-2025", "reportedTotal": 2270000,
  "entries": [ { "id": "QB-COGS", "desc": "Q3 cost of goods sold", "category": "COGS", "amount": 500000 } ] }

Golden reference (examples/golden.q3.json):

{ "period": "Q3-2025", "reference": "FY24 reviewed close + Q3 board plan",
  "targets": { "Revenue": 4200000, "COGS": 1550000, "OpEx": 1100000 }, "shipBarPct": 95, "tolerance": 1000 }

The demo (examples/) — what judges see

A 3-entity Q3 close. One mis-keyed entry hides in NetSuite: a $90K brand-marketing cost booked to COGS instead of OpEx. Every entity foots; the consolidation still misses the golden reference on two lines → 67% reconcile → "Shippable without review? NO" → it queues the re-key and a −$50K COGS variance. The reconcile %, the caught entry, and the verdict are all computed, not scripted. See references/reconciliation-rules.md for the check + mis-key rules.

Extending

• Mis-key rules (which descriptions read as OpEx- vs COGS-natured) are at the top of reconcile.mjs.
• Swap the golden reference for last quarter's reviewed close, a board plan, or a tax basis.
• --trace-out emits a bundle the NodeRoom Trace tab renders as a step-by-step provenance view (screenshots/logs per step), so the close is auditable, not just asserted.

Activate as a Claude Code skill

Copy or symlink this folder into .claude/skills/liveflow/ (project or ~/.claude/skills/), then it is invocable as /liveflow. It is self-contained — no install, no keys, no network.