---
title: "Financial Statement Review"
section: "Agent store — Finance — Record to Report"
canonical_url: "https://leverge.ai/agents/finance/record-to-report/financial-statement-review"
category: "Finance"
process: "Record to Report"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Finance
- Process: Record to Report
- Runs: run on demand
- Run cost: 8 credits
- Uses a knowledge base: no

## What it needs

- **Draft financial statements** (file upload)
- **Review settings** (form)

## How it works

1. Reading the statements
2. Checking internal consistency and disclosure
3. Writing the review note

## What it returns

- **Internally consistent** (validation result)
- **Review note** (written summary)
- **Fix before issue** (flagged exceptions)
- **Cross-checks** (table of results)
- **Disclosures the numbers require** (verification checklist)

---

Source: https://leverge.ai/agents/finance/record-to-report/financial-statement-review — Leverge