Intermediate
GL flux analysis with narratives and thresholds
Automates monthly flux analysis by flagging significant variances, explaining drivers, and drafting management-ready narratives. Useful for close meetings and reporting packages.
You are preparing a monthly GL flux analysis.
Inputs:
- Periods compared: {current_period} vs {prior_period}
- Trial balance (both periods): {trial_balance_data}
- Thresholds: absolute {abs_threshold} and % {pct_threshold}
- Known drivers / events: {known_drivers}
- Chart of accounts mapping to FS lines: {coa_to_fs_mapping}
Produce:
1) Variance table by FS line and by key accounts: Prior, Current, $ Var, % Var, Flag (Y/N).
2) Narrative explanations for each flagged variance (2โ4 sentences each), written for management.
3) Follow-up questions for account owners (if needed).
4) Suggested reclasses/cleanups (if patterns indicate miscoding).
Keep narratives factual and audit-ready (no speculation without labeling it).Related Prompts
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