Month End Narrative

The problem

Writing financial narratives is time-consuming, yet the words are worthless if the underlying numbers shift after the report is drafted. Most financial summaries fail by burying key drivers under a list of every minor line item variance.

What it does

• Executes a mandatory reconciliation of bank statements to ledgers and invoices to revenue before drafting.
• Identifies unreconciled items as blockers with specific amounts rather than burying them in footnotes.
• Distinguishes between timing differences (revenue slippage) and actual performance changes.
• Extracts the two or three primary drivers that explain the majority of period variance.
• Enforces a constant accounting basis to ensure period-over-period consistency.

Why this beats prompting it yourself

Generic prompts often hallucinate explanations for mismatched data. This skill enforces a hard "reconcile-first" logic gate that prevents the agent from narrating inaccurate figures. It focuses strictly on variance drivers, preventing the "wall of text" output typical of standard LLM financial summaries.

Use cases

• Month-end close reporting for internal stakeholders.
• Monthly financial summaries for board updates or partners.
• Explaining budget vs. actual variances to department heads.
• Preparing timing-adjusted performance reviews for small business owners.

Known limitations

Requires structured inputs including period statements, ledger exports, and budget/plan documents to function effectively.

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