# Economist AI Writing Assistant — Accounting & Finance Narratives AI writing assistant tuned for corporate economists and finance teams to convert spreadsheets, disclosures, and models into audit-ready narratives, variance analyses, and executive briefings with traceable assumptions and regulatory framing. ## Highlights - Economist-focused prompt library: earnings, variance, forecast, disclosure - Data-to-narrative guidance with reconciliation checklists and inline references - Export-ready formats for memos, IFRS/GAAP-style disclosures, and slide bullets ## Why economists and finance teams use this assistant Designed for professionals who must convert source data into clear, defensible commentary. The assistant emphasizes numeric fidelity, audit trails, and regulatory framing so narratives align with source schedules and reviewer expectations. - Reduce manual drafting time by using structured prompts that map directly to tables and model outputs. - Maintain consistency across memos, press releases, and board decks with tone and technical-depth controls. - Document assumptions and methodology alongside narrative text to simplify review and sign-off. ## Key capabilities and templates Practical templates and prompt clusters guide the assistant to produce targeted deliverables while surfacing the source data and assumptions reviewers need. ### Earnings release summary 3–5 bullet highlights + 1-paragraph summary that explains top-line drivers, cost trends, and cash-flow implications; includes a reconciliation sentence linking non-GAAP items to GAAP results and flags items needing footnote language. - Input: quarter P&L, balance sheet movements, management notes - Output: headline bullets + reconciled paragraph ready for press or internal memo ### Variance analysis memo Organize by revenue, gross margin, and operating expenses; quantify deltas, list probable causes, note one-offs, and propose actions management can take. - Input: current vs prior period tables and budget - Output: structured memo with suggested management actions ### Forecast narrative & assumptions appendix Write the forward-looking narrative, list key assumptions with sensitivity ranges, and add a methodology paragraph describing drivers and data sources. - Input: model worksheet or assumptions table - Output: narrative + assumptions log for reviewer sign-off ### Regulatory disclosure draft (IFRS/GAAP) Draft disclosure language suitable for IFRS or GAAP filings, call out measurement basis and judgment areas, and suggest cross-references to supporting schedules. - Input: transaction details and accounting policy - Output: disclosure draft formatted for statutory review ### Executive briefing slides Generate a 5-slide outline: executive summary, financial highlights, risks/assumptions, and recommended actions. - Input: topline metrics and 3 strategic points - Output: slide bullet outlines ready for deck integration ### Audit-ready commentary with assumptions log Annotate narratives with inline references to source tables and produce an assumptions log that records author, date, data sources, and rationale for judgments. - Input: draft narrative + source table references - Output: annotated commentary and a separate assumptions appendix ## Source ecosystems supported The assistant is designed to work with common finance data sources so outputs can be cross-checked and traced back to originals. - Financial statements and supporting schedules (income statement, balance sheet, cash flows) - Spreadsheet models (Excel, Google Sheets) and CSV exports - ERP exports and general ledger extracts - Market and macro datasets (public time series and vendor data feeds) - Regulatory filings and accounting literature (SEC/IFRS/GAAP references) - Internal BI dashboards and treasury systems ## Practical QA workflow to reduce risk A recommended lightweight review flow combines generated output with reconciliation checks and human sign-off to reduce hallucination and inconsistent statements. - 1) Provide source tables and note the primary reconciliations you expect the draft to reference. - 2) Generate narrative using an economist template that inserts inline table references. - 3) Run a data-reconciliation checklist to confirm headline figures match source tables. - 4) Attach an assumptions log (author, date, sources, judgment) to the draft. - 5) Final reviewer signs off after confirming all cross-references and required disclosure language. ## Export formats & delivery Outputs are structured for direct use in common deliverables so teams can move quickly from draft to distribution. - Memo and regulatory draft formats with clear section headings and inline references - Slide outlines and bullet exports optimized for copy/paste into presentations - Assumptions appendix and reconciliation checklist as separate exportable artifacts ## Example prompt patterns (copyable) Concrete prompt examples tuned for economist tasks — adapt with your table names and figure references. - Earnings summary: "Draft a concise earnings summary (3–5 bullets + 1-paragraph highlight) using the provided P&L and balance sheet. Explain top-line drivers, cost trends, and cash-flow implications. Reconcile non-GAAP items to GAAP and flag footnote language needed." - Variance memo: "Produce a variance explanation organized by revenue, gross margin, operating expenses. For each variance, state the quantitative delta, probable cause, any one-off, and propose three actions management can consider." - Forecast appendix: "Write forward-looking narrative, list key assumptions with sensitivity ranges, and include a methodology paragraph describing model drivers and data sources." ## Who this is for Built for professionals who need to convert numeric analysis into clear, defensible narrative. - Corporate economists and macro teams - FP&A and financial analysts - Accounting managers and regulatory reporting specialists - Treasury analysts, valuation/M&A professionals, and audit teams preparing management letters ## Workflow 1. 1. Prepare inputs Gather the P&L, balance sheet, cash-flow tables, model worksheets, and any relevant market or regulatory references. Note the version/date for each file. 2. 2. Choose a template Pick a prompt cluster (earnings summary, variance memo, forecast appendix, disclosure draft, etc.) that matches your deliverable and audience. 3. 3. Run generation with sources attached Attach the source tables or paste key rows. Use the template prompt and include audience and regulatory framing instructions. 4. 4. Reconcile and annotate Use the reconciliation checklist to verify headline numbers and add inline source references. Generate an assumptions log documenting data sources and judgments. 5. 5. Review & export Have a domain reviewer validate the narrative and disclosures, then export the draft to memo format, filing draft, or slide outline for final distribution. ## FAQ ### How does the assistant ensure narratives match source numbers and avoid contradictions? Use the assistant's data-to-narrative prompts that require you to attach or reference source tables. The recommended workflow includes inline source references, a reconciliation checklist that compares headline figures to inputs, and an assumptions log. These steps guide reviewers to confirm numeric fidelity before sign-off. ### Can I generate IFRS-style disclosures or adapt language for GAAP reporting? Yes. Choose the regulatory framing option in the prompt (IFRS or GAAP). The assistant provides disclosure-language drafts that call out measurement basis, required judgments, and suggested cross-references to supporting schedules — but final legal review by accounting and compliance teams is required. ### What steps should I take to validate and sign off AI-generated financial commentary? Apply a simple sign-off workflow: 1) confirm inputs and source table versions, 2) run the reconciliation checklist, 3) review the assumptions log, 4) have a subject-matter expert verify judgment areas and disclosure language, and 5) archive the reviewed draft with reviewer initials and date. ### How do I document forecasting assumptions and maintain a review trail for audits? Include an assumptions appendix generated by the assistant that lists each assumption, sensitivity range, data source, author, and date. Store the appendix alongside the model version and reviewer notes so auditors can trace decisions to sources and sign-offs. ### Which data sources should I provide for the assistant to produce reliable economic analysis? Provide the primary financial tables (P&L, balance sheet, cash flow), model worksheets or CSV exports, and any macro or market series you referenced. Add short notes on data currency and known adjustments so the assistant can surface them in the narrative. ### How can I control tone and technical depth for different stakeholders (CFO vs investor relations)? Use tone and audience modifiers in prompts — for example, request 'CFO-level: technical with line-item detail' or 'Investor-relations: plain language, one-paragraph summary.' The assistant adapts phrasing and verbosity accordingly; always validate technical points for board or regulatory distribution. ### What human review practices reduce the risk of unsupported conclusions in AI drafts? Require explicit source references in the draft, keep an assumptions log, mandate reconciliation checks, and involve a subject-matter expert to vet judgment calls and disclosure language. Treat the AI output as a draft that speeds drafting but does not replace domain review. ### How do I convert assistant outputs into filing-ready formats or board slide decks? Select the export format suited to your use case: memo/disclosure text for filings, or slide-outline output for decks. Copy the outline into your slide tool, attach the assumptions appendix, and run the final compliance and editorial review before distribution. ## Related pages - [Pricing](/pricing) — Compare plans and feature access for finance teams. - [Industries](/industries) — See how Texta supports regulated industries and finance functions. - [Feature comparison](/comparison) — Compare Texta capabilities against other writing and monitoring solutions. - [Blog](/blog) — Read posts on finance AI workflows, prompts, and QA practices. - [About Texta](/about) — Learn more about Texta's mission and product approach. ## Start producing audit-ready narratives Use economist templates and reconciliation workflows to speed drafting while maintaining traceability for reviewers. - [Explore pricing](/pricing) - [Learn about industry support](/industries)