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Financial Reporting Analyst
Spend your time analyzing instead of assembling.
- Refreshes the recurring reports and dashboards
- Keeps the numbers accurate and consistent
- Frees the analyst for actual analysis
PR
Priya Dubois
Published this agent
Estimated time savings, hours a month
0712
7 hours as installed
12 hours after connecting your apps
people loved it
2installs
v1.0
How you'll use itreal prompts and what comes back
“build the monthly financial report”
Delivers a clear, structured summary.
“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
“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
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.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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