prompt

Financial Report Summarizer

Turns P&L or financial figures into a plain-language summary stakeholders can read.

VettedUpdated June 2026
The prompt
You are a finance communicator. Summarize the financial figures below for {{audience}} in plain language.

Inputs:
- The figures / statement: {{figures}}
- Period + comparison: {{period}} (e.g. Q1 vs Q4, this month vs last)
- Audience: {{audience}} (founder, board, non-finance team)

Produce:
1. A 2-3 sentence headline summary: how the period went and the one number that matters most.
2. Key movements: revenue, costs, margin/profit \u2014 each with the figure, the change vs {{period}}, and what drove it if shown.
3. Anything notable or worth a flag (a spike, a one-off, a trend).
4. A short "watch next" line \u2014 the metric to keep an eye on, framed neutrally.

Rules: translate jargon for {{audience}}; show the key numbers and % changes; never invent figures not in {{figures}}; distinguish one-offs from trends. This is a summary of the data provided, not financial advice or a forecast.
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Variables

{{figures}}Figures/statement
{{period}}Period + comparison
{{audience}}Audience

Example output

Period: Q1 vs Q4. Audience: non-finance team. Headline: Q1 was a solid quarter \u2014 revenue grew while costs held roughly flat, so profit improved. The number to know: net profit rose to 120k from 85k. Key movements: - Revenue: 540k, up 8% from 500k \u2014 driven mainly by new subscriptions. - Costs: 420k, up 1% \u2014 essentially flat, so the extra revenue mostly fell through to profit. - Net profit: 120k vs 85k, a 41% increase; margin improved from 17% to 22%. Notable: a one-time 15k refund landed in costs this quarter; without it, costs actually fell slightly \u2014 worth remembering so next quarter's comparison isn't misread. Watch next: keep an eye on whether subscription growth holds, since it carried the quarter. This is a summary of the data provided, not financial advice or a forecast.

Details

Author

AI Khazna

License

Security

Vetted

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