Skip to content
Next drop: Friday, October 9

Block · BLQ-003 · v1.0

KPI cards

Up to six cards with the period's value, the variance against budget and prior year with ▲▼ and sign, and the definition of each KPI.

PremiumGlobal standardStandard 2026.10Controls 5/5DOCXXLSXPPTX
Meridian Coffee Co. (Demo) · KPI cards · October 2026BLQ-003 · Block
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 5/5 · BLQ-003 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 5/5
BLQ-003 · KPI cards · October 2026 · illustrative example with fictitious data
  • Word (.docx) block with the card grid
  • Excel (.xlsx) with Data, Cards (variances as formulas) and Control
  • Optional PowerPoint (.pptx) slide with the six cards

The block people look at before any table: up to six cards in a 3 × 2 grid, each with the big number, its variance against budget, prior year and prior month, and one line defining the KPI.

The arrow says which way the figure moved and the color says whether that is good for that KPI: a rising DSO is unfavorable even though the arrow points up. Percentages change in percentage points, not percent of percent.

The script calculates the variances and the Standard's line-item definitions are included; formulas for the company's own KPIs are asked for, never invented.

What it includes

4 sections, in this order

  1. 01Action title with the overall reading
  2. 023 × 2 card grid
  3. 03Each card: value, variances with ▲▼, definition
  4. 04Note: unit, period, comparatives and materiality

Controls 5/5

What it checks before writing a single figure

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

  • C2Income statement subtotals add up (N/A if the cards do not include a subtotal with all its lines).

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

  • C4A selection of 1 to 6 KPIs that exist in the table.

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

If the script ran

Repporti controls 5/5 · BLQ-003 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 filesFixed556
  2. 1Role, audience and business context564
  3. 2Parameters644
  4. 3Repporti standard300
  5. 4Data contract1,030
  6. 5Questions first325
  7. 6Validation with a hard stop316
  8. 7Calculation by code227
  9. 7-bisNo-code modeFixed425
  10. 8Formulas565
  11. 9Structure816
  12. 10Writing without «AI slop» and without invention502
  13. 11Notation and accessibility450
  14. 12QA, traceability and seal889
The text is delivered when you copy, with your license. It is never on this page.≈ 27,770 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

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 I have more than six KPIs?

Choose six with the --kpis option, in reading order. The script never lets more than six cards through.

Why can the arrow and the color disagree?

The arrow shows whether the figure went up or down; the color, whether that is good. If days sales outstanding go up, the arrow points up and the color is red.

Does it work for PowerPoint?

Yes. Ask for the 16:9 slide variant: same cards, same figures and alt text per card.

Close and accounting

More blocks in this area

See the whole area