Draft compliant earnings releases, MD&A and board narratives faster

Role-driven drafting

What this assistant is for

Designed for Financial Reporting Managers, Controllers and SEC reporting specialists who must produce accurate, consistent financial narratives under tight deadlines. The assistant focuses on mapping numbers to narrative, preserving reviewer context, and producing output-ready copy for earnings releases, MD&A, board packets and audit replies.

• Turn GL or trial balance exports into executive summaries and disclosure language.
• Standardize tone and structure across reports and contributors.
• Keep a clear audit trail of comments, edits and sign-offs.

From numbers to narrative

How it works — guided, data-aware workflows

Workflows walk you through required inputs (period, key metrics, segment drivers, one-time items) and suggest where each data field maps into the final narrative. Templates include placeholders for source references so reviewers can trace sentences back to specific GL or consolidation lines.

• Upload or paste ERP/GL exports (CSV/Excel) and map critical columns once per template.
• Use guided prompts to surface drivers, normalize one-time items and generate disclosure-ready wording.
• Preserve edits and reviewer comments as part of the document history for audit purposes.

Practical templates ready for your reports

Prompt clusters & example outputs

Select a prompt cluster and supply the listed inputs to produce output-ready copy blocks. Each cluster includes suggested headline variants, paragraph-level drafts, bullet highlights and slide speaker notes where appropriate.

Typical inputs

Source ecosystems we support

Templates and mapping guidance assume common finance sources. You can adapt prompts to your chart of accounts and cadence.

• ERP exports and general ledger CSVs (Excel, Google Sheets)
• Consolidation and close systems (trial balance, adjusted trial balance exports)
• Financial models, forecast outputs and BI snapshots (Power BI, Tableau exports)
• Board slide decks and PowerPoint speaker notes, EDGAR/XBRL source text for filing language

Deliverables

Outputs and export-ready formats

Generate copy blocks and formatted paragraphs that can be pasted into Word documents, investor slide decks, press releases and audit replies. Templates include suggested table and disclosure copy to help downstream XBRL or tagging workflows.

• Paragraph and bullet copy for Word and Google Docs
• Slide-ready summaries and speaker notes for PowerPoint
• Non-GAAP reconciliation language and table copy suitable for filing reviews

Controls for confidential reporting

Security, privacy and audit readiness

The assistant is intended to work with finance teams’ existing controls and processes. Drafting workflows emphasize traceability, reviewer attribution and explicit mapping to source lines so teams can preserve documentation required for internal review and external audit.

• Templates encourage explicit source references and disclosure notes.
• Review workflows preserve edit history and reviewer comments as part of the file.
• Deployment guidance focuses on keeping reporting data within finance systems and secure storage.

How teams use it

Adoption examples

Typical usage patterns include drafting an earnings release using a GL export, converting a trial balance into MD&A paragraphs, and preparing audit response letters with referenced schedules. The system is designed to reduce last‑minute reconciliation work and provide consistent tone across contributors.

• Controller converts consolidated trial balance into a one-page executive summary for the board.
• SEC reporting specialist drafts neutral filing language and saves reviewer notes for the external audit.
• Investor relations drafts headline variants and speaker notes from the same dataset used for internal reports.