Finance / Record to Report Live
Financial Statement Review
Review draft statements before they go out — that the primary statements tie to each other, the notes agree with the face, and the disclosures the numbers require are actually there.
- Run on demand
- ~8 credits per run
- v1.0.0
What does Financial Statement Review do?
Financial Statement Review is a production AI agent in the finance section of the Leverge agent store, built for the record to report process. Review draft statements before they go out — that the primary statements tie to each other, the notes agree with the face, and the disclosures the numbers require are actually there. It runs on demand, works through 3 steps and returns 5 outputs, including internally consistent.
What it needs
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Draft financial statements
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Review settings
What it does
- Reading the statements
- Checking internal consistency and disclosure
- Writing the review note
What you get back
- Internally consistent
- Review note
- Fix before issue
- Cross-checks
- Disclosures the numbers require
After each run it asks: “Ready to issue?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Record to Report
Other agents in record to report
Close, reconciliation, payables and treasury, with an audit trail
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Account Risk Classification
Rank balance sheet accounts by how much could be wrong and nobody would notice — driven by reconciliation quality and manual-entry exposure, not by size alone.
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Annual Plan Review
Review a draft annual plan before it is signed off — whether the growth is built on named actions or on a percentage, and which assumptions the whole plan depends on.
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Audit Preparation
Work through the auditor's request list before they arrive — what exists, what does not, and which items will turn into a finding rather than a question.
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Bank Transaction Matching
Match bank transactions to ledger entries and leave the genuinely unmatched genuinely unmatched — no forcing, no plugging the difference to make the reconciliation close.
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Budget Variance Analysis
Explain variance against budget by cause rather than by size — separating timing from overspend, and price from volume, so the explanations mean something.
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Capital Expenditure Monitoring
Track capital projects against their approved case — spend, stage and the benefit that justified them, including the projects quietly costing more than the approval allowed.
Next Step
Deploy Financial Statement Review, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.