Automated regulatory notes generation.
A pattern for turning a trial balance into draft disclosure notes in a chosen house style. Described as a reusable capability, not a specific deliverable.
Structured input in, structured disclosure out.
The skill reads a trial balance, works out what kind of entity it is looking at, and generates the disclosure notes that entity type calls for. The output follows a chosen house style rather than a single fixed template, so the same skill can produce tables, movement schedules or narrative depending on what the engagement needs.
What it reads
- Trial balance as the primary structured input.
- Entity signals that tell it which disclosure set applies.
What it writes
- Tables for the quantitative notes.
- Movement schedules where a roll-forward is expected.
- Narrative for the descriptive disclosures.
The judgement lives in the prompt and the rules, not in a person retyping.
A spreadsheet macro can move numbers, but it cannot decide which disclosures a given entity needs or phrase a narrative note. Framing this as an opinionated skill with deterministic inputs and outputs keeps the boring formatting automatic while leaving the accounting judgement reviewable. A human always reads the draft before it becomes a filed note.
A capability pattern. No client data, no figures, no employer process. Inputs and outputs are described generically.