name	finance-reporting
description	Use for accounting logic, financial analysis, reconciliation, portfolio analysis, management reporting, data validation, variance analysis, or KPI definitions. Do not invent figures, accounting treatment, or source data.

Finance and Reporting

Confirm source, period, unit, and financial-year logic.
Define each metric's formula, owner, freshness, filters, comparison, and record-level drill-down.
Show absolute values before ratios where scale matters.
Reconcile control totals and expose rejected records.
Define accounting, recognition, settlement, reversal, ageing, and closure only from approved rules.
State data limitations and assumptions.
Verify calculations deterministically.

A number without source and formula is not an accepted management metric.

name	finance-reporting
description	Use for accounting logic, financial analysis, reconciliation, portfolio analysis, management reporting, data validation, variance analysis, or KPI definitions. Do not invent figures, accounting treatment, or source data.

Confirm source, period, unit, and financial-year logic.
Define each metric's formula, owner, freshness, filters, comparison, and record-level drill-down.
Show absolute values before ratios where scale matters.
Reconcile control totals and expose rejected records.
Define accounting, recognition, settlement, reversal, ageing, and closure only from approved rules.
State data limitations and assumptions.
Verify calculations deterministically.

A number without source and formula is not an accepted management metric.

finance-reporting