Month-end without the rebuild
Run the same analysis on this period's export and get a like-for-like read.
— Finance & Investment
Upload a payment-history export with a row per invoice and a column recording how it settled (e.g. 'Payment status' = Late/On time, blank for invoices still open).
1–2 weeks → ~15 minutes
For a full population, not a sample
No coding required
— USE CASES
Run the same analysis on this period's export and get a like-for-like read.
Each material line item comes with a driver and a size, not only a number.
Hold every submission to the same test so approvals are consistent.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Each row of your export is processed on the same basis, so no line item is skipped however long the table is.
Findings on the reporting period in scope are written up as a document that reads like professional output, with each claim tied back to a line item.
Detail rows are summarised into the grouped view of the reporting period in scope without losing the underlying line items.
Finance work on the reporting period in scope is arithmetic plus interpretation, and it is the interpretation that drifts between analysts and months. Month-end without the rebuild is the typical trigger — run the same analysis on this period's export and get a like-for-like read. Done properly it is defensible; done at pace it becomes a judgement call nobody can retrace. And "properly" usually means 1–2 weeks of manual work.
As a Skill, the work is already sequenced. You bring the evidence, and the run produces computed figures with the workings retained per line item plus a commentary-ready pack aligned to how you report. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. Net effect: 1–2 weeks down to ~15 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
Invoice late-payment predictor exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Portfolio concentration & correlation X-ray
Upload a holdings export with a row per position (or per position per period). Correlation analysis shows which measures move together, outlier detection flags positions sitting far outside the norm on weight or exposure, trend projection shows where sector weight drifts if the current path holds, and grouping totals exposure by sector, region and asset class.
Portfolio anomaly watch
Upload a portfolio KPI export with a row per company per period. Outlier detection flags the companies sitting well outside the portfolio norm on their numbers, trend projection shows where the headline metric lands over the next few periods, and grouping ranks companies on each measure.
Investment Potential Analysis
Scores a public company's fundamentals alongside live market signals and research for near-term momentum, medium-term trajectory and long-term durability, reconciling all three into one investment-potential verdict.