Financial Analysis Agent

A comprehensive financial analysis skill that enables AI agents to produce defensible, CFO-ready financial outputs. Every technique here is grounded in standard accounting practice (US GAAP / IFRS compatible) and designed for agents operating on real financial data.

When to Use

• Monthly/quarterly financial close cycles
• Variance analysis on budget vs actual results
• Cash flow forecasting and 13-week rolling dashboards
• Generating CFO commentary and board-ready narratives
• Ratio analysis for lending covenants or investor reporting
• AR/AP aging analysis and collections prioritization
• Bank reconciliation pattern matching

When NOT to Use

• Tax return preparation or tax advisory (use a tax compliance skill)
• Audit opinions or attestation work (requires human CPA sign-off)
• Regulatory filings (SEC, state filings — requires compliance review)