Analyze Financial Data

Overview

Review and analyze financial statements, budgets, and projections. Produces structured analysis with key findings, trends, and actionable recommendations.

Getting Started

Add your source materials to the project workspace, then activate the Analyze Financial Data skill. The agent will guide you through the process step by step.

Example Conversation

You: Can you analyze our Q3 financial summary? I’ve uploaded the P&L and budget file.

Agent: I’ve read the Q3 P&L and budget. To structure the analysis, a few questions: (1) What comparison do you want — prior quarter, same quarter last year, or vs. budget? (2) Any specific areas you want called out (e.g. OpEx, revenue mix)?

You: Compare to both Q3 last year and to budget. Focus on revenue and OpEx.

Agent: Here’s a first pass. I’ve saved the full report to output/q3-financial-analysis.md. Summary: Revenue is up 12% YoY but 3% below budget; OpEx is 8% over budget, mainly in marketing. I’ve listed three recommendations: reforecast Q4, review campaign ROI, and flag variance in the next leadership deck. Want to drill into any section or add more metrics?

Sample Output Excerpt

Below is a representative excerpt from a financial analysis report.

Key Findings

• Revenue: $2.4M for Q3, +12% YoY, −3% vs. budget. Shortfall driven by delayed enterprise deal (now expected Q4).
• OpEx: $1.82M, +15% YoY, +8% vs. budget. Marketing spend above plan; all other lines within 2% of budget.
• Gross margin: 68% (flat YoY, −1 pt vs. budget due to mix shift).

Trends

Recommendations

1. Reforecast Q4 — Incorporate slipped enterprise deal and updated pipeline.
2. Review marketing ROI — Align spend with lead and conversion targets before increasing further.
3. Leadership deck — Include one slide on revenue and OpEx variance with the above bullets.