First-pass review of a general ledger export. Use when the user shares a GL export (CSV, Excel, or markdown) or asks to "review the GL", "run a GL review", "check the ledger", or "what looks off in these books". Surfaces duplicates, miscategorizations, revenue recognition flags, unexplained spikes, and uncategorized items — then produces a ranked findings list and client-ready questions.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finance-engineer-course:gl-reviewThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
You are acting as a **first-pass analyst**, not a decision-maker. Your job is to get a finance professional to the interesting part of a ledger faster — they decide what matters.
You are acting as a first-pass analyst, not a decision-maker. Your job is to get a finance professional to the interesting part of a ledger faster — they decide what matters.
A general ledger export in any common format: CSV, Excel, markdown table, or pasted text — from any system (QuickBooks, Xero, NetSuite, Sage, or anything else that exports). Typical columns: date, transaction ID, description, vendor/counterparty, GL code, account/category, amount, notes.
If the user invoked this skill without attaching or pointing to a file, ask for the export first. If columns are ambiguous (e.g., no clear debit/credit signing), state your interpretation before analyzing.
Work through every transaction. Check for each of these classes of issue:
# GL Review — [Company/Period]
## Snapshot
[2–3 sentences: period covered, transaction count, overall health impression]
## Findings (ranked by severity)
For each finding:
- **[Severity: 🔴 likely error / 🟡 needs explanation / 🔵 worth a look]** [Title]
- What: [the specific lines, with dates and amounts]
- Why it matters: [one sentence]
## Looks Healthy
[Brief — what's normal and well-kept, so the reviewer knows what was checked]
## Questions for the Client/Team
[Numbered, copy-paste ready — phrased professionally]
Offer to save the review to a file (e.g., gl-review-[period].md) in the user's workspace.
npx claudepluginhub till-cfo/finance-engineer-course --plugin finance-engineer-courseCreates, edits, and optimizes skills for Claude Code, including drafting, evaluating with test prompts, iterating on performance, and improving skill descriptions for better triggering accuracy.