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Block · BLQ-015 · v1.0

Report cover letter

The letter and email that go with the report: what is attached, three messages with figures, what the recipient is asked to do and by when, the limits of the figures and the date of the next report, in 250 words or fewer.

PremiumGlobal standardStandard 2026.10Controls 5/5DOCXMD
Meridian Coffee Co. (Demo) · Report cover letter · October 2026BLQ-015 · Block · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 5/5 · BLQ-015 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 5/5
BLQ-015 · Report cover letter · October 2026 · illustrative example with fictitious data
  • One-page Word (.docx) letter with the seal in the footer
  • Plain-text email (.txt) with the subject on the first line
  • Optional 80-word short message for a chat

The first thing the owner, the board, the bank or the investor reads: in one minute they know what they are getting, the period's key figure, what is going well, what is a concern, which decision they are asked for and by when. It comes in two formats, a one-page letter and a plain-text email, with the same subject.

The three messages are the report's (if you ran the BLUF summary, they are its messages) and every figure is checked by the script, as are the length and whether the subject goes in the direction of the key figure. If the figures are unaudited or include estimates, the letter says so in one sentence.

No courtesy filler («we hope this finds you well», «do not hesitate to contact us») and no invented names: the greeting and sign-off follow the custom of the report's language and you add the names when you send it.

What it includes

5 sections, in this order

  1. 01Subject with the key figure and its direction
  2. 02What is attached: report, period, files and sections
  3. 03Three numbered messages: key figure, what is going well and what is a concern
  4. 04What we need from you, with a date
  5. 05Limits of the figures, next report and contact

Controls 5/5

What it checks before writing a single figure

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

  • C2Gross profit = revenue − cost of sales in actual and in every comparative (and any other subtotals in the table).

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

  • C4Length: the letter and the email are 250 words or fewer.

  • C5Every figure in the letter exists in calculo.json with the same rounding and the subject goes in the direction of the key figure.

If the script ran

Repporti controls 5/5 · BLQ-015 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 filesFixed565
  2. 1Role, audience and business context725
  3. 2Parameters486
  4. 3Repporti standard337
  5. 4Data contract735
  6. 5Questions first335
  7. 6Validation with a stop399
  8. 7Calculation by code236
  9. 7-bisNo-code modeFixed351
  10. 8Letter rules900
  11. 9Structure489
  12. 10Writing without “AI slop” or inventions596
  13. 11Notation and accessibility347
  14. 12QA, traceability and seal925
The text is delivered when you copy, with your license. It is never on this page.≈ 27,568 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 / CFOFounderAgency
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

Why 250 words?

Because the letter is read in one minute and the detail is in the report. The script counts the words and does not issue the seal if the letter is longer.

Does it work for a bank or an investor?

Yes. Tone and focus change with the recipient (cash and debt for a bank; cash and runway for an investor), always with the figures you provide.

Does it put names in the greeting?

No. It uses roles or bodies («Board of directors») and leaves personal names for you to add when you send it.

Governance and financing

More from this area to combine

See the whole area