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Next drop: Friday, October 9

Block · BLQ-002 · v1.0

Highlights and lowlights

Three wins and three alerts for the period, each with its figure, what it is compared against and why it happened, or «to be confirmed» if there is no source.

PremiumGlobal standardStandard 2026.10Controls 5/5DOCXXLSXPPTX
Meridian Coffee Co. (Demo) · Highlights and lowlights · October 2026BLQ-002 · Block
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 5/5 · BLQ-002 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 5/5
BLQ-002 · Highlights and lowlights · October 2026 · illustrative example with fictitious data
  • One-page Word (.docx) section
  • Excel (.xlsx) with Data, Calculation (variance, favorable and material as formulas) and Control
  • Optional PowerPoint (.pptx) slide with wins and alerts in two columns

The section the committee reads to know what went better and what went worse. Each bullet states what happened with a verb and a figure, against which comparative, why (only if there is a source) and what to do, with an owner and a date when there is a basis to recommend.

The script ranks the candidates: material first, then by size, and it respects the line type (an expense that goes down is a win). So the AI chooses from a list with figures, not from intuition.

It mixes income statement lines and KPIs (margin, DSO, customers). If a cause is not in your notes, the bullet says «[cause to be confirmed]» instead of inventing one.

What it includes

4 sections, in this order

  1. 01Action title with the balance of the period
  2. 02Wins: three bullets with figure, cause and action
  3. 03Alerts: three bullets with figure, cause and action
  4. 04Note: comparative, materiality and assumptions

Controls 5/5

What it checks before writing a single figure

  • C1Complete data: recognized headers, numeric figures, no duplicate lines and valid units.

  • C2Income statement subtotals add up to their lines (N/A if the table has no complete subtotals).

  • C3Sign convention: costs and expenses with a single sign.

  • C4There is a comparative with figures: budget, prior year or prior month.

  • C5Figures traceable to calculo.json and a title in the right direction.

If the script ran

Repporti controls 5/5 · BLQ-002 v1.0 · RS2026.10 · {fecha} · fingerprint {hash}

If it did not run

NOT VERIFIED — controls not executed by code. Review the Control sheet of the XLSX.

If a control fails, the AI stops, shows the difference and asks how to proceed. It never forces the numbers to reconcile.

Prompt outline

What the prompt contains, block by block

  1. 0Before you paste your filesFixed594
  2. 1Role, audience and business context659
  3. 2Parameters600
  4. 3Repporti standard300
  5. 4Data contract992
  6. 5Questions first357
  7. 6Validation with a hard stop364
  8. 7Calculation by code376
  9. 7-bisNo-code modeFixed557
  10. 8Formulas and selection rules824
  11. 9Structure990
  12. 10Writing without «AI slop» and without invention740
  13. 11Notation and accessibility401
  14. 12QA, traceability and seal920
The text is delivered when you copy, with your license. It is never on this page.≈ 28,691 characters + cuadre.py (903 lines)

Core available in: Spanish · English

Repporti Standard

It comes out adapted to your report profile

Compatible with every country and framework in the Standard: when you copy, it is composed with your profile (country, accounting framework, report language, currency, unit and year-end). Terminology, number format and statement names come from the Standard, not from the prompt.

See the Repporti Standard

How to use it

From the trial balance to the report in three steps

  1. 01Configure and copyCheck your report profile (country, framework, language, currency) and the period. The prompt is assembled in your browser.
  2. 02Paste into your AIOpen ChatGPT or Claude, attach your anonymized files and paste the prompt.
  3. 03Review and deliverReview the controls table and the seal. If something does not reconcile, the AI stops and asks.

Anonymize before pasting

  • Company name → an alias (“Client 07”); tax ID → “ID-XX”.
  • Customers, suppliers and employees → codes (C001, P001, E001). The mapping table stays on your computer.
  • Use an AI that does not train on your data: business plan, API or training turned off.

Repporti neither receives nor stores your files or your figures: the prompt is assembled in your browser and your files go straight to your AI.

Who it is for

Made for whoever delivers the report

Accountant / firmFinance manager / CFOFounder
Area
Close and accounting
Frequency
Whenever you need it
Industry
All

Compatibility

Which AI it works with

LevelAI
With code executionChatGPT · ClaudeDesigned for plans with data analysis (ChatGPT) or code execution (Claude): cuadre.py runs inside the AI.
No-code modeCopilot · GeminiGenerates the Excel file with formulas and a Control sheet. The footer says “NOT VERIFIED” unless you run cuadre.py on your computer.

Questions

About this block

What if there are only two material alerts?

It completes the list with the next largest one and flags it «(not material)». If there are none, it says so in one line.

Can I include KPIs that are not income statement lines?

Yes: margin, DSO, customers or whatever you use. Give its unit and whether higher or lower is better; otherwise the script infers it from the name and states it as an assumption.

Where do the causes come from?

From your notes file for the month. Anything not there stays «[cause to be confirmed]» with the owner you set.

Close and accounting

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