balance-sheet

balance-sheet is a skill for Claude Code from WellApp-ai/Well. It costs 44 tokens per session (525 once invoked), scanned A, original, MIT.

A tool for building a balance sheet from a Well workspace. A balance sheet is a snapshot of what an organisation owns, owes, and has invested as of a specific date.

In plain words
What is it for?
Use it to prepare a balance sheet for a chosen date, calculate account balances, group them into assets or liabilities and equity, and verify that totals match.
Why use it?
It uses posted accounting records to calculate assets, liabilities, and equity instead of relying on unprocessed source documents. It also checks that both sides balance.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the well plugin — 9 skills, 1 hook shipped together

Good fit Use it to prepare a balance sheet for a chosen date, calculate account balances, group them into assets or liabilities and equity, and verify that totals match.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/wellapp-ai/well/balance-sheet
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add WellApp-ai/Well --skill balance-sheet
Clone the repo
git clone --depth 1 https://github.com/WellApp-ai/Well

Made for: Claude Code.

Or install well, the plugin that ships this one along with the rest of its 9 skills, 1 hook.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for balance-sheet

README.md
[![agentmods](https://agentmods.dev/badge/skills/wellapp-ai/well/balance-sheet.svg)](https://agentmods.dev/skills/wellapp-ai/well/balance-sheet)
Your own site
<a href="https://agentmods.dev/skills/wellapp-ai/well/balance-sheet"><img src="https://agentmods.dev/badge/skills/wellapp-ai/well/balance-sheet.svg" alt="Measured on agentmods" height="20"></a>
Per session 44 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 525 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00044 $0.00525
Opus 5 $0.00022 $0.00262
Sonnet 5 $0.00009 $0.00105
Haiku 4.5 $0.00004 $0.00052

Measured 8d ago against content hash 29b8636e127d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

balance-sheet scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/well/skills/balance-sheet/SKILL.md · 34 lines

What it actually says

Balance sheet (bilan) from Well

Like the P&L, the balance sheet comes from the posted ledger, not from raw documents. It is a point-in-time snapshot: balances of the balance-sheet accounts as of a date.

Do this

  1. Discover the schema (well:querying-well-data):
    • well_get_schema("ledger_accounts") — chart of accounts. Balance-sheet accounts are the asset/liability/equity classes (French plan comptable: classes 1–5; income-statement classes 6–7 are excluded).
    • well_get_schema("journal_entries") / journal_entry_lines — posted movements with debit/credit and dates.
    • well_get_schema("account_balances") — Well may expose computed balances directly; prefer these when present, they are the canonical balance per account.
  2. As-of date: filter postings with date _lte <as_of> (a balance sheet is cumulative from inception, not a period).
  3. Compute each account balance (sum of debits − credits, or read account_balances), then group by class:
    • Actif (assets): debit-normal balances (classes 2, 3, 4-debit, 5).
    • Passif (liabilities + equity): credit-normal balances (classes 1, 4-credit).
  4. Check it balances: total Actif must equal total Passif. If it doesn't, surface the gap rather than hiding it — it usually means unposted entries or a period filter mistake.

Do NOT

  • Do not derive assets/liabilities from invoice or bank-transaction lists directly; use the posted ledger / account_balances.
  • Do not assume account-class conventions without reading the chart of accounts.

If the ledger is empty

Say the books aren't posted yet. A bank accounts + account_balances snapshot can give a cash position (not a balance sheet) as a clearly-labelled fallback.

Present it

Two columns — Actif and Passif — grouped by class with subtotals, the as-of date, the currency, and an explicit "Actif = Passif ✓/✗" balance check.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 34 lines · 44 tokens per session scan A 29b8636e127d

Subscribe to this mod's changes

balance-sheet is a skill published in the GitHub repository WellApp-ai/Well (340 stars, last pushed 1mo ago), licensed MIT. It adds 44 tokens to every session and 525 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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