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Next drop: Friday, October 9

Block · BLQ-008 · v1.0

Decisions required

What management has to decide, as closed questions with two quantified options, who decides, a deadline and a preparer's recommendation only when the data support it.

PremiumGlobal standardStandard 2026.10Controls 4/4DOCXXLSXPPTX
Meridian Coffee Co. (Demo) · Decisions required · October 2026BLQ-008 · Block · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · BLQ-008 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 4/4
BLQ-008 · Decisions required · October 2026 · illustrative example with fictitious data
  • One-page Word (.docx) section with the cards and the summary table
  • Excel (.xlsx) with Decisions, Figures, Control and Answers (to follow up in the next report)
  • Optional PowerPoint (.pptx) slide per decision

The section that turns the report into a useful meeting: each decision is a question answered with A or B, with one sentence of context, both options with their figure, who decides and by when. At the end, a table with an empty column to record the answer in the meeting.

The preparer's recommendation appears only if the data support it unambiguously, for example when one option covers the shortfall and the other does not, and it cites the figures it compares. If it depends on something missing, it is conditional; with no basis, it says «No recommendation» and what information is missing.

The prompt does not invent decisions, options or costs: if an option needs a figure that is not in the data, it asks for it or marks it «[to be confirmed]». Every figure in the text is checked by the script.

What it includes

5 sections, in this order

  1. 01Action title: how many decisions, by what date and the one with the largest figure at stake
  2. 02One card per decision: question, who decides, deadline, context, option A and option B
  3. 03Preparer's recommendation (with basis), conditional or «No recommendation»
  4. 04Consequence of not deciding, only if it follows from the data
  5. 05Summary table with the answer column for the meeting

Controls 4/4

What it checks before writing a single figure

  • C1Complete data: the figures table has recognized headers, numeric figures, no duplicate ids and valid units.

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

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

  • C4Every figure on the cards (context, options and recommendation) exists in calculo.json with the same rounding.

If the script ran

Repporti controls 4/4 · BLQ-008 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 filesFixed561
  2. 1Role, audience and business context599
  3. 2Parameters494
  4. 3Repporti standard337
  5. 4Data contract908
  6. 5Questions first332
  7. 6Validation with a stop593
  8. 7Calculation by code418
  9. 7-bisNo-code modeFixed353
  10. 8Decision rules759
  11. 9Structure919
  12. 10Writing without “AI slop” or inventions700
  13. 11Notation and accessibility439
  14. 12QA, traceability and seal826
The text is delivered when you copy, with your license. It is never on this page.≈ 28,400 characters + cuadre.py (919 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

Finance manager / CFOAccountant / firmFounder
Area
Governance and financing
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

Does the prompt always recommend an option?

No. Only when the data support it unambiguously, and it cites the figures it compares. If information is missing, the recommendation is conditional or says «No recommendation» and what is missing.

Where do the decisions come from?

From your decisions file or from the report you ran earlier in the same conversation. If you ask it to propose them, they are labelled «Preparer's proposal» and it waits for your approval.

How do I track the answers?

The Excel file has an Answers sheet with the chosen option, the date and who decided. Next month, «Next steps and owners» takes it as the source of the actions.

Governance and financing

More from this area to combine

See the whole area