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Next drop: Friday, October 9

Block · BLQ-012 · v1.0

Report glossary

The appendix with the terms, acronyms and indicators that appear in your report, with the Standard's name in the report language, a plain definition, the formula the report used and its value.

PremiumGlobal standardStandard 2026.10Controls 4/4DOCXXLSX
Meridian Coffee Co. (Demo) · Report glossary · October 2026BLQ-012 · Block · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · BLQ-012 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 4/4
BLQ-012 · Report glossary · October 2026 · illustrative example with fictitious data
  • One- or two-page Word (.docx) appendix
  • Excel (.xlsx) with Terms, Acronyms, Counts and Control
  • Optional Markdown glossary to paste at the end of the report

For readers who are not finance people or who read in another country: every term the report uses, defined in one line, with the exact formula applied and this month's value. Below it, the acronyms and the notation conventions (actual, budget, prior year, pp, «—», N/A).

The prompt counts in code which terms really appear in the report and leaves the rest out: no generic glossaries. Names come from the Repporti Standard for the report's language and variant, so the same report in another country uses its terms.

It also reviews the report: if it names one concept in two ways or uses a term the Standard prohibits, it lists it under «To fix in the report». It never completes a formula with the «usual» one: if it is not stated, it stays «[to be confirmed]».

What it includes

5 sections, in this order

  1. 01Title with the number of terms and acronyms
  2. 02Table: term, acronym, definition, formula and value in this report
  3. 03Acronyms with their full form
  4. 04Notation conventions (IBCS, signs, pp, «—», N/A)
  5. 05To fix in the report: synonyms and prohibited terms

Controls 4/4

What it checks before writing a single figure

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

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

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

  • C4Every value in the «In this report» column exists in calculo.json with the same rounding.

If the script ran

Repporti controls 4/4 · BLQ-012 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 filesFixed583
  2. 1Role, audience and business context699
  3. 2Parameters494
  4. 3Repporti standard381
  5. 4Data contract656
  6. 5Questions first327
  7. 6Validation with a stop704
  8. 7Calculation by code242
  9. 7-bisNo-code modeFixed360
  10. 8Glossary rules1,011
  11. 9Structure746
  12. 10Writing without “AI slop” or inventions521
  13. 11Notation and accessibility355
  14. 12QA, traceability and seal807
The text is delivered when you copy, with your license. It is never on this page.≈ 28,055 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 / CFOAgency
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

Which terms are included?

Only those that appear in your report: the prompt counts them in code. Standard terms the report does not use are left out.

What if my report uses another name for a concept?

The glossary uses the Standard's name for your language and variant, shows the report's name in brackets and flags it to be harmonized.

Where do the formulas come from?

From the figures table («definicion» column) or from the report itself. If a formula is not stated, it stays «[to be confirmed]»; the prompt does not fill it in with the «usual» version.

Close and accounting

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