Agent / spec
Reporting and variance agents
- Purpose
- Assembles the monthly pack and drafts commentary on material variances in your template, for FP&A review.
- Inputs
- Actuals, budget and prior period · The chart of accounts · Your reporting template
- Output
- A draft pack with commentary.
- Approval
- FP&A edits and approves; the CFO signs off the pack.
- Eval
- Share of commentary accepted without rewrite; rework rate on the pack.