Setup time
20 min
One-time
Time saved
~4 hrs
/mo
Tools
Claude AI
Free tier works
Difficulty
Intermediate
No code
Cost · AIM Pro
R299
approx. €16
Once-off to unlock
What this workflow does
This workflow takes your raw financial data — forecasts, actuals, variance analysis, or budget commentary — and produces a clear written narrative that explains what the numbers mean, why they moved, and what happens next. It bridges the gap between the person who built the model and the person who needs to make a decision from it. No more numbers without context, no more context without numbers.
Who it's for
- Fractional CFOs and finance consultants who produce monthly reports for multiple clients
- Founders who need to present financials to a board or investors without a finance background
- Accountants and analysts who are strong with numbers but find narrative writing slow
- Anyone who has ever sent a spreadsheet and wished they'd explained it first
Input
Financial data + variance notes
Paste numbers and context
Output
Written financial narrative
Board-ready or client-ready
What you'll need
What good looks like
Finance narrative — May 2026
Q2 forecast: on track with 2 flags
Key variances explained
Report ready
30 min
Example output
- A RAG status line at the top — Revenue / Costs / Cash each rated GREEN, AMBER, or RED with one sentence of explanation
- A one-paragraph executive summary that tells the story before the detail
- Each significant variance explained in plain English — not just named
- A clearly labelled 'Items Requiring Clarification' section that collects unresolved variances in one place
- A forward-looking section that tells the reader what to expect next period
- Language calibrated to the audience — board language differs from client language