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Highlight anomalies in annual financial statements, e.g. revenue variances, expense spikes

Highlight anomalies in annual financial statements, e.g. revenue variances, expense spikes

Your first prompt to AI

Your first prompt to AI

"Analyze the attached annual financial statements and highlight anomalies (revenue variances, expense spikes); provide a summary report in markdown table format."

"Analyze the attached annual financial statements and highlight anomalies (revenue variances, expense spikes); provide a summary report in markdown table format."

Enhanced AI workflow

Input via SharePoint: Upload fund and portco reports (PDF or Excel)
AI-Review in AI Chat: Analyze key figures and compare with prior year
AI-Anomaly Detection: Highlight discrepancies and material deviations
Output via Excel: Deliver red-flag report with commentary

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Mitigated risk

Mitigated risk

Ensured accuracy

Ensured accuracy

Applied in

Applied in

Financial statement review

Financial statement review

Requesting departments

Requesting departments

Finance, Fund Operations

Finance, Fund Operations

Beneficiaries

Beneficiaries

CFO, Finance Manager, Fund Controller, Portfolio Controller

CFO, Finance Manager, Fund Controller, Portfolio Controller

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