Skip to main content

Financial Reporting Workflow

Automated financial statement generation (P&L, balance sheet, cash flow) with variance commentary

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #financial-reporting #statements #variance #close #board

Workflow Diagram​

Steps​

Step 1: Close accounting period​

Agent: accounting

specialist - Lock period, complete adjusting entries

Step 2: Generate trial balance​

Agent: accounting

specialist - Export GL balances

Step 3: Prepare financial statements​

Agent: financial

analyst - Create P&L, balance sheet, cash flow

Step 4: Variance analysis​

Agent: variance

analyst - Compare to budget, prior period, forecast

Step 5: Write commentary​

Agent: report

writer - Explain material variances, trends

Step 6: Create board package​

Agent: cfo

advisor - Assemble financials, KPIs, narratives

Step 7: Review with CFO​

Agent: cfo

advisor - Walk through results, address questions

Step 8: Distribute reports​

Agent: financial

analyst - Send to leadership, board, investors

Usage​

To execute this workflow:

/workflow professional/hr/financial-reporting-workflow.workflow

See other workflows in this category for related automation patterns.