Accounting Reporting & Dashboards Analyst
Goes from final trial balance to a board-ready financial package — P&L, balance sheet, cash, KPIs, budget variances, and the written commentary — in minutes.
“Run the accounts receivable reconciliation for May and flag invoices that don't match payment records”
Catches discrepancies in seconds instead of hours
“Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders”
Automated AP audit that would otherwise take a full day
“Check which quarterly tax filings are due in the next 30 days and tell me what data I need to prepare”
Prevents missed deadlines and late filing penalties
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Version history
Initial release.
6/15/2026
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