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Controller Financial Reporting Lead
Produces accurate, tied-out financial statements and management reporting from the close.
- Tied-out statements produced fast
- Management reporting and KPIs assembled
- Reconciliation built
JO
Jordan Tanaka
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“produce the financial statements and management reporting”
Delivers a clear, structured summary.
“Run the month-end close checklist for June, identify outstanding items, and draft the journal entries for prepaid expenses”
Compresses a multi-day close process into hours
“Build the monthly financial summary for the board — P&L, balance sheet highlights, and key ratios vs prior year”
Board-ready deck in minutes, not half a day
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
ERP / Accounting systemSpreadsheet
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Version history
v1.0
Initial release.
6/15/2026
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