For key balance sheet accounts — such as fixed assets, debt, equity, and deferred revenue — auditors demand detailed rollforward schedules that clearly document movements between beginning and ending balances. Manually building these schedules is highly manual, with significant risk of omission or inconsistency.

The Rollforward Agent automates creation of complete, audit-ready rollforwards. It extracts relevant GL activity, categorizes movements (additions, disposals, reclasses, accruals, etc.), links supporting documents, and generates polished schedules aligned with audit standards.

This agent not only saves weeks of manual work, but also enhances audit defensibility by ensuring transparency and traceability throughout the rollforward process.