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Preparing Financial Reports and Commentary Print

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Explaining the numbers.

WHAT AI HELPS WITH

Turning figures into readable commentary Structuring a report Explaining variances in plain language Producing a summary

HOW TO ASK

"Here are the figures for this period against last. Write a commentary explaining the main movements. Plain language, for someone who is not an accountant."

WHAT YOU SUPPLY

Every figure. Never let a model produce financial data.

WHAT TO CHECK

That figures quoted in the commentary match the source That the explanations are consistent with what you know happened

The model will attribute causes it cannot know. Correct those.

THE SUMMARY

"Write a summary of under 150 words stating the position and the two most important points."

Most readers read only this.

FOR LENDERS OR INVESTORS

Accuracy is not optional. Have an accountant review anything submitted.

FOR YOUR OWN UNDERSTANDING

Asking the model to explain your own figures back to you is a genuinely useful exercise.

It frequently surfaces questions you had not asked.


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