Finance reporting with AI

AI enablement for finance reporting

I use AI to prepare finance reporting, with a CPA reviewing every figure. The process keeps each figure tied to its source before publication.

The reporting harness
  1. Source snapshotI capture the source data used for the report.
  2. TransformationAgents prepare the data for reporting.
  3. ReconciliationI check that every entity ties to its source.
  4. Source-linked explanationI keep explanations connected to their source data.
  5. Exception ownerI assign each exception to an owner.
  6. Publication gateA CPA reviews every figure, and nothing publishes until every entity ties to its source.

AI never publishes a figure on its own.

Four tiers

Stabilise

I get the existing reporting to tie and run on time.

Maintain

I keep it tying month after month, with exceptions owned.

Own the reporting

I take over the reporting models and the close calendar so they do not depend on one person or a vendor.

Improve and enable

I add capability on top of numbers that already tie.

Microsoft Fabric AI scope

I use Copilot for DAX to help write and check measures, anomaly detection to flag figures that move outside their pattern, and Smart Narrative to create plain-language summaries of a report. I use these only after the numbers tie, and a CPA reviews them before release.

The method

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