Agent responsibility
Prepare variance commentary
Prepare a draft commentary that points back to the supplied figures and flags unresolved differences.
Evidence-linked narrative
Finance / Finance / Solution blueprint
Finance report commentary preparation
Turn approved reporting inputs into a reviewable first draft.
Business problem & expected outcomes
The challenge behind
finance report commentary preparation.
Analysts spend time assembling narrative commentary from agreed reporting figures.
What this workflow is designed to deliver
Evidence-linked narrative
Prepare a draft commentary that points back to the supplied figures and flags unresolved differences.
How to measure the improvementFigure traceability; unsupported interpretations; reviewer editing time.
Start with the right information.
Approved reporting tables, definitions, prior-period notes, and commentary guidance.
Interactive workflow diagram
From financial records
to a clear next step.
Prepare a draft commentary that points back to the supplied figures and flags unresolved differences.
FinanceSelect a stage to explore
Context
Financial records
Approved reporting tables, definitions, prior-period notes, and commentary guidance.
Prepared outputEvidence-linked narrative
Designed around the work
A focused agent. The right capabilities.
Give the agent the context and tools this process needs, with an explicit output and an accountable owner.
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
Dynamic tables
Project & environment scopeRetain source references and review state only where this implementation requires persistence.
Agent Skills
Project & environment scopePackage the checklist, instructions, and expected output as a reusable skill.
Knowledge Base
Project & environment scopeRetrieve approved guidance and attach source references to the prepared answer.
The decision boundary
A finance owner validates every interpretation before publication.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Datalake
Dynamic tables
Track the case, owner, source references, and review state as structured records.
Agent Lab
Agent Skills
Package the checklist, instructions, and expected output as a reusable skill.
Agent Lab
Knowledge Base
Retrieve approved guidance and attach source references to the prepared answer.
The implementation, step by step
From source context
to a reviewed result.
- 01
Financial records
Approved reporting tables, definitions, prior-period notes, and commentary guidance.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Prepare variance commentary
Prepare a draft commentary that points back to the supplied figures and flags unresolved differences.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Finance-owner review
A finance owner validates every interpretation before publication.
Keep the pilot in preparation mode and use the team’s existing review process. - 04
Evidence-linked narrative
Figure traceability; unsupported interpretations; reviewer editing time.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
Dynamic tables
Typed fields, record identifiers, relationships, and a table-retention policy.
Agent Skills
A process checklist, example inputs, and a reviewer-approved output format.
Knowledge Base
An approved document set, content owners, and retrieval access boundaries.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
A finance owner validates every interpretation before publication.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Figure traceability; unsupported interpretations; reviewer editing time.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with financial records. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Finance
FinanceWorkflow design
- ContextInvoice & receipt
- Agent LabCompare source records
- Your teamFinance review
Prepared outputMismatch report
Solution blueprint
Invoice exception reviews
Bring invoice evidence together before a finance decision moves forward.
Used in this case
Explore the implementation - File storage
- Connectors & MCP
- Multi-agent orchestration
- Execution governance
- Human approvals
FinanceWorkflow design
- ContextClose checklist
- Agent LabCollect supporting files
- Your teamOwner review
Prepared outputEvidence register
Solution blueprint
Month-end evidence coordination
Keep the close checklist and its supporting material together.
Used in this case
Explore the implementation - Dynamic tables
- File storage
- Human approvals
FinanceWorkflow design
- ContextExpense claim
- Agent LabCompare policy conditions
- Your teamApprover review
Prepared outputPolicy review summary
Solution blueprint
Expense policy review
Prepare exception evidence for the finance reviewer.
Used in this case
Explore the implementation - Knowledge Base
- Execution governance
- Human approvals
Finance / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
