Accountants, bookkeepers and finance
Financial reports: distinguish drafts and approved figures
An administrative summary needs the report’s period, version and approval status. AI must not combine figures from different drafts or turn a provisional explanation into a professional conclusion. The responsible finance function owns both figures and approval.
Understand the task
The same filename may be reused during month-end. A search for “latest report” can find an old draft or another entity. A useful starting project organises document status and open questions rather than having the model audit or certify accounts.
Prepare these inputs
- Unique report reference, entity, period and version.
- Approval status recorded by the responsible owner.
- A bounded instruction for administrative summarisation.
A practical workflow
- Select one authorised report version and show its status at the top of the draft.
- Summarise the agreed text sections. Keep unknown explanations as questions instead of inferring causes.
- Have the finance owner check references and wording. A new report version requires fresh review.
Worked example, not a customer case
An illustrative example
Illustrative example: a fictional month-end note must use version B. The assistant labels the text a draft based on B and records a missing explanation as a question. It does not fetch a convenient figure from version A or call the note approved.
Test failures and exceptions
| Test input | Expected outcome |
|---|---|
| Two documents share a name but cover different periods. | Match period and entity rather than name alone. |
| A new version arrives after drafting. | Flag the draft for fresh review. |
Evaluate whether it helps
Track mixed versions, unsupported statements and corrections per note. Include review time and rework. Fluent explanation establishes neither accounting accuracy nor an audit.
Next step: Add a version header to every note and test two conflicting documents.
Sources and scope
Examples are editorial exercises using fictional information. They do not describe completed customer tests or activated integrations. The authority source below provides AI and data background rather than approval of the exercise.
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