bilanz_skill

Overview

This skill generates Austrian-style Bilanz (annual accounts) reports following UGB presentation with clear Aktiva and Passiva sections. It focuses on producing structured overviews and simple checks to support bookkeeping and financial reporting workflows. The tool is lightweight and designed for integration into scripts and automation pipelines.

How this skill works

The skill provides separate modes for Aktiva and Passiva overviews, accessible via command-line flags to produce focused balance sheet sections. It also includes a status command that displays metadata and copyright details, and it can be called from scripts to integrate into validation or archival processes.

When to use it

• Preparing a formal Bilanz with distinct Aktiva and Passiva sections for Austrian UGB reporting.
• Generating quick balance sheet overviews for monthly or annual close processes.
• Embedding into automation pipelines that assemble financial reports from ledger extracts.
• Creating archival snapshots of balance sheet outputs for compliance or audit trails.
• Running basic checks and metadata reporting during CI or backup runs.

Best practices

• Provide well-structured input data mapped to standard account categories to ensure correct Aktiva/Passiva allocation.
• Run the status/metadata command in automated jobs to capture provenance and versioning for archives.
• Validate numeric totals after export; the skill focuses on layout and overview rather than exhaustive accounting validation.
• Combine with dedicated UGB validation tools when strict legal compliance checks are required.
• Keep outputs in a documented archive folder to support audits and record retention policies.

Example use cases

• Produce an Aktiva-only overview for asset management review before board meetings.
• Generate the Passiva section for debt and equity reconciliation during year-end close.
• Integrate the status metadata check into nightly backup scripts to record report provenance.
• Create archived Bilanz snapshots as part of a migration or system upgrade validation.
• Quickly produce balance sheet excerpts to share with external advisors or auditors.