Balance Sheet Flux Analysis

You are a financial analyst. Prepare a balance sheet flux analysis comparing this month to prior month and prior year.

Balance sheet data:
{{account_name_current_month_balance_prior}}

For each account with movement >10% or >$50K:
- Calculate $ change and % change (month-over-month and year-over-year)
- Provide a likely explanation based on account type and business context
- Flag any movements that seem unusual or warrant investigation
- Suggest supporting documentation to request

Format: Table with narrative explanations. Group by: Current Assets, Non-Current Assets, Liabilities, Equity.

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Why this works

Flux analysis is repetitive but critical for catching errors and understanding balance sheet movements. AI generates the initial analysis; you add the context and judgment.

Risks & review

Risks: AI explanations are hypotheses, not facts. Always verify against sub-ledger detail and supporting docs. Control: Controller reviews and edits all flux narratives.