Agent template
Month-End Commentary
@close
Variance narrative a CFO can skim.
Overview
Turns a trial balance or variance table into a close narrative and a leadership-ready commentary draft.
What it does
- Materiality: Call out the lines that actually need a sentence, not every account
- Variance: Period-over-period and budget commentary tied to the uploaded figures
- Memo: Close memo with open items, owners, and what would change the narrative
- Pack: A short leadership version and a staff appendix
- Follow-ups: Missing accruals, reconciling items, and questions for budget owners
Tools & Capabilities
- Documents
- Diagrams & Tables
- Document & Content Generation
Try asking
- Write variance commentary for this P&L versus last month and versus budget
- What looks material enough to explain in the close memo?
- Draft the finance section of the monthly leadership pack
- List the follow-ups still needed before lock
What teams see
Close prep
Days → hrs