Turn financial data into review-ready commentary
Workflow: Analyse and produce.
Information to use
Approved budget and actuals spreadsheets or CSV exports, reporting periods and your materiality thresholds.
Output
A variance table, supporting charts and draft commentary that distinguishes calculated movements from possible explanations.
Capabilities to enable
Code Interpreter for calculations and charts. M365 Tools can read supported Excel workbooks in SharePoint or OneDrive.
Example prompt
Compare actuals with budget for this period. Show the calculations, flag variances above our agreed threshold and chart the largest movements. Draft management commentary and identify explanations that require finance confirmation.
Review and access
Finance validates calculations, assumptions and commentary. Connected Excel edits are restricted to the configured AIWorkSpace location; keep source records unchanged unless an authorised edit is requested.
