Audit Evidence Export

Last updated: April 17, 2026

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

  1. Ask Claude for audit evidence. Example prompts:

    • "Pull audit evidence for December close."

    • "SOX evidence package for Q4."

    • "Reconciliation sign-off history for March."

  2. Claude asks which workspace and period (if not already specified).

  3. Claude pulls every task across all four types — reconciliations, checklist, flux, journal entries - querying each type separately.

  4. Claude pulls activity events and review notes/comments for every task, batching the calls in parallel.

  5. Claude produces a formatted Excel workbook with five sheets.

What You Get

A single .xlsx file, <Workspace>_<Period>_Audit_Evidence.xlsx, with five sheets:

Sheet

Content

1. Reconciliation Tasks

Account × preparer × reviewer × statuses × due dates

2. Checklist Tasks

Custom + journal-entry tasks combined

3. Activity Log

Every event in chronological order — the core evidence sheet

4. Review Notes & Comments

Open notes highlighted yellow, resolved green, general comments plain

5. Summary

Status counts, event breakdown, activity by user

Troubleshooting

Issue

What to Check

Fewer tasks than expected

Confirm the right period was selected. The skill queries each task type separately, so missing tasks usually trace to a wrong period or a permissions gap.

Review notes not showing as review notes

Errors may cause review notes to show up as general comments.

Missing old tasks

Deleted tasks are not included in this Skill.

Comments missing on some tasks

There may be the same task assigned to a different entity. Look under all entities for complete history of comments relating to the task.

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):

🔗 numeric-mcp-toolkit.zip

Install via Claude Code CLI:

/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit

Direct link to the Skill

🔗 audit-evidence-export.skill

In Cowork, go to Customize in the left sidebar, click +, select the Skills tab, and click Install to upload the downloaded skill file.

Need help? Reach out to support@numeric.io.