How to Upload a Claude Skill
Features List
100%
Accounts Mapped, No Gaps
5
Confidence Tiers
7
Output Tabs Generated
Why Controllership and M&A Teams Use This Skill for Every Acquisition
100% Coverage, Flagged
The skill maps every source account to a target account or flags it as an exception. Nothing is skipped. Every unmapped account appears in the Exception Report with a recommended action. You walk into the first consolidated close with zero gaps.
Confidence Scoring Built In
Each mapping carries a confidence level: High (exact or semantic match), Medium (category and purpose match), or Low (contextual inference, requires review). You know exactly where the mapping is solid and where CFO judgment is needed before you approve anything.
Policy Differences Surfaced
The skill identifies accounting policy differences that standard COA mapping tools miss. Business model mismatches (product COGS vs. service business), bad debt methodology differences, suspense accounts, and capitalization policy gaps are all flagged with recommended resolution options and journal entries.
Consolidation JEs Ready
The skill generates consolidation journal entries in debit/credit format for the balances you're bringing across. Policy adjustment entries are included when a decision requires a balance sheet reclassification. Totals are verified to balance before delivery.
Audit-Ready Documentation
The output includes an audit documentation package: executive summary, detailed mapping table, exception report, policy differences memo, and a CFO sign-off checklist. External auditors receive a complete mapping work paper, not a spreadsheet to decipher.
Everything Inside AICFO-033
-
Multi-Entity COA Mapper Skill (.skill file)
The core Claude Custom Skill. Upload once to Claude, then run a full COA mapping by attaching your source and target COA files in chat.
-
Sample Input Data (Excel)
The COA Mapping Demo Data workbook with four tabs: TechVentures COA (the parent/acquirer), DataStream COA (the acquired entity), a Mapping Worksheet, and Transaction Details. Shows exactly how to structure your own input files.
-
Sample Output Report (Excel)
The completed COA mapping output for the DataStream to TechVentures acquisition. Shows the skill's mapping table with confidence levels, source and target account codes, rationale column, and flags.
-
Sample Executive Summary (Word)
The completed executive summary for the same acquisition, covering 58 source accounts and 30 target accounts. Shows the critical findings, consolidation opportunities, immediate action items, and recommended timeline format the skill produces.
-
Quick-Start Guide (PDF)
Setup guide covering skill installation, how to format your COA files before uploading, how to read the confidence scoring system, and how to action the CFO sign-off checklist.
Five Situations Where Manual COA Mapping Breaks Down
M&A Post-Close Integration
You've closed an acquisition and the first consolidated close is four weeks away. The acquired company has 58 accounts, the parent has 30, and no one has mapped them yet. The skill maps every account in one session, flags the policy differences, and generates the opening balance journal entries for the first close.
Subsidiary COA Standardisation
A private equity firm wants to standardise the chart of accounts across six portfolio companies. Each has a different COA structure and naming convention. Upload any two COAs and the skill maps the subsidiary to the standard in minutes, with a full validation report showing what consolidates and what needs a new account.
ERP Migration and System Cutover
You're migrating from one ERP to another and need to map the old account codes to the new chart of accounts. The skill handles many-to-one consolidation, one-to-many splits, and flags accounts where the new system needs a new code created. The mapping table feeds directly into your ERP migration configuration.
Audit Preparation for Acquisitions
External auditors will ask for COA mapping documentation. The skill produces the mapping work paper, methodology explanation, exception report, and CFO sign-off checklist in one session. The audit documentation package is ready before the fieldwork begins.
Multi-Jurisdiction Consolidation
You're consolidating a foreign subsidiary using IFRS into a US GAAP parent. The skill flags the accounts likely to require restatement entries (revenue recognition, lease accounting, financial instruments), maps the remaining accounts at the structural level, and documents the GAAP differences for the technical accounting team.
What Each Tab in the Mapping Report Contains
| Tab | Name | What It Contains |
|---|---|---|
| 1 | Mapping Table | Every source account with its suggested target account, mapping type (1:1, many:1, 1:many, unmapped), confidence level (High/Medium/Low), rationale for the mapping, and any flags or warnings. Sortable and filterable. Colour-coded by confidence level. |
| 2 | Validation Results | Four automated checks: completeness (all accounts mapped), balance sheet equation verification, financial statement category mismatch detection (BS accounts never mapped to IS), and duplicate target account report. Each check shows PASS or FAIL with counts. |
| 3 | Exception Report | All low confidence mappings, unmapped accounts, and policy difference accounts in one list. Each exception shows the recommended action and the financial impact where quantifiable. This is the primary working document for CFO review. |
| 4 | Consolidation JEs | Journal entries in debit/credit format to record source company balances in the target GL. Policy adjustment entries included. Entry totals verified to balance. Notes on goodwill, intercompany items, and revenue/expense account treatment. |
| 5 | Audit Documentation | Executive summary (counts, critical findings, resolution status), mapping methodology description, material decisions log, and the CFO sign-off checklist with six sign-off items. Formatted for direct inclusion in an audit work paper file. |
| 6 | Source COA Reference | A clean copy of the source (acquired/subsidiary) chart of accounts for reference during the review process. |
| 7 | Target COA Reference | A clean copy of the target (parent/standardised) chart of accounts, including any new accounts recommended for creation based on the mapping analysis. |
Common Questions
What format do my COA files need to be in?
What does the confidence scoring actually mean?
How does the skill handle accounts with no match in the target COA?
Can the skill handle a business model mismatch — like a product company acquired by a services firm?
Does the skill generate the actual consolidation journal entries?
How long does the mapping take for a typical acquisition?
Map Every Account Before the First Consolidated Close.
Updated for 2026. 100% coverage, confidence scoring, policy flags, and audit-ready documentation in one session.