Generate a consolidating Balance Sheet for all entities under a firm for a given month and write it as a side-by-side Excel tab with Assets / Liabilities / Equity sections and a Total column. Sourced from Carta MCP (firm/entity resolution + DWH SQL). TRIGGER when the user asks for "balance sheet of
Generate a consolidating Balance Sheet for all entities under a firm for a given month and write it as a side-by-side Excel tab with Assets / Liabilities / Equity sections and a Total column. Sourced from Carta MCP (firm/entity resolution + DWH SQL). TRIGGER when the user asks for "balance sheet of all entities of [firm] for [month]", a consolidating BS by entity, or to replicate the "Balance Shee
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