Illustrated conceptFinance
Reporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.
For: A finance or operations lead
When it runs
What starts it
- Month end, once the agreed exports are available.
What it reads
- The agreed exports and source documents
- Last month’s report
- The reporting template
How the work changes
Today
- Someone assembles the same report by hand each month
- Missing figures are found late, in review
With the workflow
- The template is filled from the exports by defined rules
- Missing or inconsistent figures are flagged
- Commentary is drafted with a source for each point
What it produces, and who checks it
Outputs
- A report draft in your template
- Flags for missing or inconsistent information
- Source-linked commentary for the reviewer
What a person does
- The finance owner checks the figures
- They approve the report before it’s shared
Accounting judgments, repairs to source systems and unreviewed figures are outside it.
What it needs
If these aren’t in place, they become the first part of the work.
- Exports with stable definitions
- One agreed report format
- A named reviewer
Where this workflow fits
Discuss this workflow.
Tell us how the work runs today. We’ll tell you what it would take to set this up in your tools.