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Next drop: Friday, October 9

Block · BLQ-013 · v1.0

Prior-year comparison

The period and year to date against the same stretch of the prior year: growth, margins in percentage points, lines growing faster than revenue and comparability warnings.

PremiumGlobal standardStandard 2026.10Controls 4/4DOCXXLSXPPTX
Meridian Coffee Co. (Demo) · Prior-year comparison · October 2026BLQ-013 · Block · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · BLQ-013 v1.0
Meridian Coffee Co. (Demo) · Prior-year comparison · October 2026BLQ-013 · Block · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · BLQ-013 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 4/4
01 / 02
BLQ-013 · Prior-year comparison · October 2026 · illustrative example with fictitious data
  • One-page Word (.docx) section
  • Excel (.xlsx) with Data, Calculation (variances and margins as formulas) and Control
  • Optional PowerPoint (.pptx) slide with prior-year and actual bars

The section that answers whether the business is growing: the month against the same month of the prior year and, if you have it, year to date against the same stretch, with the variance in amount and percentage, margins with their difference in percentage points and the cost or expense lines growing faster than revenue.

A script checks that the subtotals add up in both years, calculates every variance with dual materiality and ranks what goes up and what goes down. It never calculates «organic» or «excluding» figures on its own: it only shows them if they come in your data.

Before writing, it asks whether the prior year is comparable (openings, closures, working days, non-recurring items) and whether the currency had high inflation without restatement. If it did, it warns you: nominal growth is then not real growth.

What it includes

5 sections, in this order

  1. 01Action title with revenue and profit growth
  2. 02Period table: prior year, actual, variance and variance %
  3. 03Year-to-date table against the same stretch of the prior year (optional)
  4. 04Margins with their difference in percentage points
  5. 05Bullets: growth, margins, lines growing faster than revenue and comparability

Controls 4/4

What it checks before writing a single figure

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

  • C2Gross profit, operating profit, EBITDA, profit before tax and profit for the period add up to their lines in both actual and prior year (N/A if the table has no complete subtotals).

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

  • C4Every figure in the document exists in calculo.json with the same rounding and the title goes in the direction of revenue.

If the script ran

Repporti controls 4/4 · BLQ-013 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 filesFixed570
  2. 1Role, audience and business context612
  3. 2Parameters577
  4. 3Repporti standard354
  5. 4Data contract925
  6. 5Questions first495
  7. 6Validation with a stop404
  8. 7Calculation by code305
  9. 7-bisNo-code modeFixed431
  10. 8Formulas and rules869
  11. 9Structure891
  12. 10Writing without “AI slop” or inventions540
  13. 11Notation and accessibility372
  14. 12QA, traceability and seal800
The text is delivered when you copy, with your license. It is never on this page.≈ 28,313 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 the prior year is not comparable?

Say so when the AI asks or in your notes: the bullet flags the growth as not comparable. Like-for-like figures only appear if they come as lines in your file.

Does it work in high-inflation countries?

Yes. It asks whether the prior year is restated to closing currency; if not, it warns that growth is nominal.

Do I need year to date?

No. If you add it as «… year to date» lines it is compared the same way; if not, the section covers the period only.

Close and accounting

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