Audit Evidence Export
Extract the complete activity history of any Numeric close period into a five-tab Excel workbook ready to hand to auditors. No more screenshotting the activity panel on every task.
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Audit Evidence Export
Extract the complete activity history of any Numeric close period into a five-tab Excel workbook ready to hand to auditors. No more screenshotting the activity panel on every task.
Before You Begin
- Numeric MCP connected.
- Numeric Toolkit installed.
- At least one closed (or in-progress) close period to pull from.
This skill works on open or closed periods — the title row of the workbook notes which, so auditors know if the close is still in progress.
How It Works
- Ask Claude for audit evidence. Example prompts:
- "Pull audit evidence for December close."
- "SOX evidence package for Q4."
- "Reconciliation sign-off history for March."
- Claude asks which workspace and period (if not already specified).
- Claude pulls every task across all four types — reconciliations, checklist, flux, journal entries - querying each type separately.
- Claude pulls activity events and review notes/comments for every task, batching the calls in parallel.
- Claude produces a formatted Excel workbook with five sheets.
What You Get
A single .xlsx file, <Workspace>_<Period>_Audit_Evidence.xlsx, with five sheets:
Troubleshooting
FAQ
- Can I run this before the close is done? Yes — works on open periods. The workbook labels the period status for auditors.
- Does it include deleted tasks? No. Only live tasks in the selected period.
- Can I filter to one task type? Yes — say "just recs" or "only flux" when you trigger the skill.
Download & Install
Download the full Numeric Toolkit (15 community skills, including this one):
Install via Claude Code CLI:
/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit
Need help? Reach out to support@numeric.io.
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