Keep the sources
Agree the files and fields, retaining file names and original rows.
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Management report preparation
Reconcile the spreadsheets before writing the report.
Dates, references and currencies can differ across files. Fluent writing cannot fix incorrect calculations. Choose one regular report and begin with the data checks.
01WORKFLOW
From source files to a report you can review
Agree definitions
Set the period, currencies and treatment of duplicate, cancelled and late entries.
Check differences
List missing references, unusual amounts and cross-file inconsistencies without silently filling gaps.
Prepare the report
Separate checked figures, possible explanations and decisions that need a person.
02WHAT TO PREPARE
Let each conclusion lead back to a spreadsheet.
Repeatable calculations
Use fixed formulas for totals and ratios. AI can explain the checked result.
Keep exceptions visible
Leave gaps and conflicts open rather than guessing an explanation to complete the report.
WHERE A PERSON DECIDES
A changed number does not establish the cause.
Margin changes can reflect costs, exchange rates, posting dates or missing data. AI can list checks; a person familiar with the business confirms the explanation.
START WITH ONE USE CASE
