Financial Reporting Agent

Challenge

Every reporting period, a small team assembles a public financial report by hand, from financial statements, internal presentations, spreadsheets and updates sent in by several business units. The inputs arrive late and in mixed formats, the figures keep changing until shortly before the deadline, and one changed number cascades through the whole document. The approver needs a reliable draft well before the publication date.

Our approach

We built a working first version that runs in two phases with a person in between. In the first phase the agent parses the period’s documents, reads figures directly from spreadsheets and statements, calculates ratios in code, and checks a list of required fields, marking the critical ones. The team sees what is missing and fills gaps by hand or with extra files. Only then does the second phase draft the report, section by section, in the company’s house style. Earlier reports supply tone and structure only, never figures. A missing value is marked for the team rather than guessed. Each draft then goes through a model critique, fixed checks that name the likely cause of each finding, and a comparison with the published report for the same period, which the agent never sees while drafting. The team can redraft a single section with an instruction and download the result as Word, PDF or Markdown. The agent never approves or publishes anything: every draft is a starting point that people correct.