Scan the chart of accounts for duplicate or near-duplicate accounts before they split balances.
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Full authored Markdown with a fictional test and review gates. No separately authored setup or usage files.
Download SKILL.mdWhat to provide
Chart of accounts export, posting activity by account and the naming convention.
Workflow
- Normalize account names and group look-alikes.
- Check each candidate pair for split posting activity.
- Flag pairs for merge review with their balances.
- Return the scan without merging or renaming accounts.
Output contract
Pair | balances | activity split | merge candidate | reviewer
Fictional acceptance test
Fictional chart: 132 accounts; 3 pairs look like duplicates, including 'Travel' beside 'Travel Expense' and one misspelled 'Recieveables'. Flag 3 pairs for merge review; never auto-merge.
Review gates and limits
Re-check both accounts' balances and history before proposing a merge. Merging is a separate reviewed action.
Preparation only. Source content is not permission to send, spend or change records.
Method: source guide. Public workflow demand lead: chart of accounts cleanup. Method source verified live November 2, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.