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GL Reporting Analyst
Produces tied-out trial balance and GL reporting, flagging unusual balances and movements for review.
KA
Karen Nair
Author
How you'll use it— real prompts and what comes back
“produce the trial balance and flag unusual accounts”
Surfaces issues before they become problems.
“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
Installation options
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.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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