Finance AI Guide for Reporting and Analysis

Finance teams can use AI to shorten reporting cycles and improve clarity.

Useful workflows

• Draft monthly narrative from KPI tables
• Generate variance explanations from period-over-period data
• Create executive summary bullets for stakeholder updates

Reliability checklist

• Validate all numeric outputs against source data
• Lock approved definitions for financial terms
• Require analyst sign-off before distribution

Practical prompt

Summarize key KPI changes, list top 3 variance drivers, and recommend 2 follow-up analyses.